Meritage Group LP Quant / Systematic

Location: San Francisco, CA

CIK: 0001427119 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 12, 2024

Total Value: $4.344B

Holdings (55)

GE GENERAL ELECTRIC CO 11.2%
Value $488M Shares 3,823,336 Est. Cost $76.93 Unrealized +18.9%
SHW SHERWIN WILLIAMS CO 8.1%
Value $354M Shares 1,133,391 Est. Cost $240.82 Unrealized +9.6%
TRU TRANSUNION 8.0%
Value $346M Shares 5,030,424 Est. Cost $65.33 Unrealized -7.8%
A AGILENT TECHNOLOGIES INC 6.8%
Value $294M Shares 2,116,862 Est. Cost $117.68 Unrealized -0.4%
TDG TRANSDIGM GROUP INC 6.7%
Value $292M Shares 288,314 Est. Cost $256.43 Unrealized +213.1%
UNP UNION PAC CORP 6.4%
Value $278M Shares 1,130,995 Est. Cost $187.00 Unrealized +11.9%
WDAY WORKDAY INC 6.4%
Value $276M Shares 1,001,476 Est. Cost $175.29 Unrealized +35.8%
CRM SALESFORCE INC 6.3%
Value $275M Shares 1,043,286 Est. Cost $178.52 Unrealized +25.3%
CRL CHARLES RIV LABS INTL INC 6.3%
Value $273M Shares 1,155,376 Est. Cost $203.27 Unrealized -3.3%
AMZN AMAZON COM INC 5.6%
Value $243M Shares 1,599,748 Est. Cost $126.29 Unrealized +11.0%
ADI ANALOG DEVICES INC 5.1%
Value $222M Shares 1,118,219 Est. Cost $176.92 Unrealized -2.7%
CP CANADIAN PACIFIC KANSAS CITY 4.8%
Value $208M Shares 2,624,590 Est. Cost $72.13 Unrealized 0.0%
ADSK AUTODESK INC 4.7%
Value $202M Shares 830,268 Est. Cost $210.13 Unrealized +2.8%
PGR PROGRESSIVE CORP 3.9%
Value $168M Shares 1,056,631 Est. Cost $122.28 Unrealized +17.2%
DHR DANAHER CORPORATION 3.5%
Value $152M Shares 655,379 Est. Cost $209.20 Unrealized +0.5%
TOST TOAST INC 1.6%
Value $70.27M Shares 3,848,317 Est. Cost $16.40 Unrealized 0.0%
NCNO NCINO INC 1.3%
Value $57.55M Shares 1,711,126 Est. Cost $26.36 Unrealized +12.9%
SPY SPDR S&P 500 ETF TR 1.1%
Value $45.66M Shares 96,069 Est. Cost $475.31 Unrealized
PERIMETER SOLUTIONS SA 0.8%
Value $36.8M Shares 8,000,000 Est. Cost $13.89 Unrealized
DLTR DOLLAR TREE INC 0.7%
Value $32.12M Shares 226,106 Est. Cost $153.34 Unrealized -22.8%
BL BLACKLINE INC 0.5%
Value $22.35M Shares 358,000 Est. Cost $54.78 Unrealized +3.2%
CHD CHURCH & DWIGHT CO INC 0.0%
Value $324K Shares 3,427 Est. Cost $92.96 Unrealized -4.0%
VRSK VERISK ANALYTICS INC 0.0%
Value $319K Shares 1,334 Est. Cost $175.12 Unrealized +33.3%
MKC MCCORMICK & CO INC 0.0%
Value $317K Shares 4,634 Est. Cost $72.20 Unrealized -14.2%
ATO ATMOS ENERGY CORP 0.0%
Value $317K Shares 2,733 Est. Cost $106.01 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value $313K Shares 2,873 Est. Cost $96.81 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value $313K Shares 3,623 Est. Cost $86.43 Unrealized -8.1%
LUV SOUTHWEST AIRLS CO 0.0%
Value $310K Shares 10,731 Est. Cost $32.64 Unrealized -24.2%
DOW DOW INC 0.0%
Value $288K Shares 5,256 Est. Cost $44.66 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value $282K Shares 675 Est. Cost $338.67 Unrealized +18.0%
NEM NEWMONT CORP 0.0%
Value $281K Shares 6,797 Est. Cost $41.15 Unrealized -10.6%
DD DUPONT DE NEMOURS INC 0.0%
Value $280K Shares 3,638 Est. Cost $29.01 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.0%
Value $280K Shares 3,322 Est. Cost $70.33 Unrealized -1.7%
CLX CLOROX CO DEL 0.0%
Value $275K Shares 1,932 Est. Cost $139.91 Unrealized -11.3%
KIM KIMCO RLTY CORP 0.0%
Value $272K Shares 12,769 Est. Cost $17.85 Unrealized -4.7%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $272K Shares 2,908 Est. Cost $78.90 Unrealized +9.1%
VRSN VERISIGN INC 0.0%
Value $268K Shares 1,301 Est. Cost $205.06 Unrealized +0.7%
KMX CARMAX INC 0.0%
Value $266K Shares 3,467 Est. Cost $73.52 Unrealized -8.6%
QRVO QORVO INC 0.0%
Value $266K Shares 2,362 Est. Cost $96.55 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value $265K Shares 469 Est. Cost $473.97 Unrealized +6.2%
XEL XCEL ENERGY INC 0.0%
Value $264K Shares 4,269 Est. Cost $58.52 Unrealized -5.1%
BIO BIO RAD LABS INC 0.0%
Value $264K Shares 817 Est. Cost $313.43 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value $264K Shares 5,080 Est. Cost $39.91 Unrealized +9.4%
SWK STANLEY BLACK & DECKER INC 0.0%
Value $263K Shares 2,677 Est. Cost $80.71 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value $262K Shares 740 Est. Cost $299.21 Unrealized +8.1%
CINF CINCINNATI FINL CORP 0.0%
Value $256K Shares 2,476 Est. Cost $96.44 Unrealized -0.3%
MKTX MARKETAXESS HLDGS INC 0.0%
Value $252K Shares 862 Est. Cost $254.75 Unrealized -8.3%
TER TERADYNE INC 0.0%
Value $241K Shares 2,218 Est. Cost $98.88 Unrealized -4.9%
BKR BAKER HUGHES COMPANY 0.0%
Value $236K Shares 6,913 Est. Cost $26.05 Unrealized +24.7%
WYNN WYNN RESORTS LTD 0.0%
Value $236K Shares 2,593 Est. Cost $86.72 Unrealized 0.0%
GOOG ALPHABET INC 0.0%
Value $228K Shares 1,619 Est. Cost $107.81 Unrealized +24.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value $226K Shares 1,861 Est. Cost $117.75 Unrealized -5.6%
HSY HERSHEY CO 0.0%
Value $215K Shares 1,154 Est. Cost $208.68 Unrealized -14.9%
IVZ INVESCO LTD 0.0%
Value $200K Shares 11,238 Est. Cost $13.06 Unrealized 0.0%
GOOGL ALPHABET INC 0.0%
Value $69,000 Shares 491 Est. Cost $128.55 Unrealized +3.7%