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Meritage Group - Q4 2025 13F Filings

ME

Meritage Group Lp

CIK: 0001427119
Address: California San Francisco One Ferry Building Suite 375
$3.22 B
Portfolio Value
10
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

Top Sells

Q4 2025

Asset Allocation

Stocks/ETFs
-8.19%
$3.22 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Meritage Group Q4 2025 Filing Summary

Meritage Group Lp filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 3.22 B reflecting a -8.19% change from the prior quarter, spanning 10 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 1 complete exits.

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Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Meritage Group’s Q4 2025 Filing

Meritage Group submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Meritage Group reported a managed portfolio value of 3.22 B, consisting of 10 individual positions.

This page displays the raw filing documents. To see which stocks Meritage Group bought or sold during Q4 2025, please visit Meritage Group's Portfolio Analysis page.