Meritage Group LP

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Perimeter Solutions, SA
PRM
$59.36M5.518M0%+$01.4
TransUnion
TRU
$410.77M2.655.15M+2.33%+$9.34M9.67
Charles River Laboratories International, Inc.
CRL
$320.34M2.31.18M+2.33%+$7.29M7.55
nCino, Inc.
NCNO
$65.45M1.521.75M+2.33%+$1.49M1.54
Toast, Inc.
TOST
$131.7M0.955.28M+37.33%+$35.8M3.1
Procore Technologies, Inc.
PCOR
$106.74M0.891.3MNew+$106.74M2.51
Agilent Technologies, Inc.
A
$315.19M0.742.17M+2.33%+$7.17M7.42
Workday, Inc.
WDAY
$348.4M0.481.28M+27.55%+$75.25M8.21
Autodesk, Inc.
ADSK
$221.25M0.4849,593+2.33%+$5.03M5.21
Aon plc
AON
$258.47M0.36774,514New+$258.47M6.09
General Electric Company
GE
$559.01M0.293.18M-16.7%-$112.1M13.17
Canadian Pacific Railway Limited
CP
$236.89M0.292.69M+2.33%+$5.39M5.58
TransDigm Group Incorporated
TDG
$178.48M0.26144,915-49.74%-$176.61M4.2
CRH plc
CRH
$139.37M0.241.62MNew+$139.37M3.28
Analog Devices, Inc.
ADI
$226.32M0.231.14M+2.33%+$5.15M5.33
Union Pacific Corporation
UNP
$284.62M0.191.16M+2.33%+$6.47M6.7
Dollar Tree, Inc.
DLTR
$43.31M0.15325,241+43.84%+$13.2M1.02
Amazon.com, Inc.
AMZN
$295.28M0.021.64M+2.33%+$6.72M6.95
Salesforce, Inc.
CRM
$26.3M0.0187,337-91.63%-$287.91M0.62
C.H. Robinson Worldwide, Inc.
CHRW
$329,000.00<0.014,327+19.43%+$53,528.080.01
Bio-Rad Laboratories, Inc.
BIO
$261,000.00<0.01756-7.47%-$21,059.520.01
Northern Trust Corporation
NTRS
$327,000.00<0.013,678+10.72%+$31,650.900.01
Expeditors International of Washington, Inc.
EXPD
$316,000.00<0.012,601New+$316,000.000.01
DaVita Inc.
DVA
$277,000.00<0.012,007New+$277,000.000.01
McCormick & Company, Incorporated
MKC
$325,000.00<0.014,237-8.57%-$30,451.970.01
Healthpeak Properties, Inc.
DOC
$243,000.00<0.0112,949New+$243,000.000.01
Stanley Black & Decker, Inc.
SWK
$324,000.00<0.013,312+23.72%+$62,119.570.01
Atmos Energy Corporation
ATO
$326,000.00<0.012,740+0.26%+$832.850.01
MGM Resorts International
MGM
$327,000.00<0.016,930New+$327,000.000.01
VeriSign, Inc.
VRSN
$306,000.00<0.011,615+24.14%+$59,494.740.01
Kimco Realty Corporation
KIM
$270,000.00<0.0113,752+7.7%+$19,299.740.01
Qorvo, Inc.
QRVO
$258,000.00<0.012,244-5%-$13,566.840.01
Tyler Technologies, Inc.
TYL
$278,000.00<0.01655-2.96%-$8,488.550.01
Humana Inc.
HUM
$298,000.00<0.01860New+$298,000.000.01
Take-Two Interactive Software, Inc.
TTWO
$244,000.00<0.011,646New+$244,000.000.01
Cincinnati Financial Corporation
CINF
$283,000.00<0.012,280-7.92%-$24,328.070.01
Tyson Foods, Inc.
TSN
$283,000.00<0.014,811New+$283,000.000.01
Newmont Corporation
NEM
$301,000.00<0.018,408+23.7%+$57,672.570.01
Church & Dwight Co., Inc.
CHD
$324,000.00<0.013,107-9.34%-$33,369.810.01
The Bank of New York Mellon Corporation
BK
$272,000.00<0.014,726-6.97%-$20,374.100.01
Dow Inc.
DOW
$269,000.00<0.014,636-11.8%-$35,974.980.01
Xcel Energy Inc.
XEL
$305,000.00<0.015,666+32.72%+$75,200.320.01
Kimberly-Clark Corporation
KMB
$273,000.00<0.012,113+13.54%+$32,558.450.01
Royal Caribbean Cruises Ltd.
RCL
$282,000.00<0.012,027New+$282,000.000.01
Verisk Analytics, Inc.
VRSK
$327,000.00<0.011,387+3.97%+$12,495.310.01
The Allstate Corporation
ALL
$273,000.00<0.011,580New+$273,000.000.01
Gartner, Inc.
IT
$276,000.00<0.01579New+$276,000.000.01
Merck & Co., Inc.
MRK
$281,000.00<0.012,133-25.76%-$97,487.110.01
SPDR S&P 500 ETF Trust
SPY
$8.66M<0.0116,555-82.77%-$41.59M0.2
Intel Corporation
INTC
$296,000.00<0.016,703New+$296,000.000.01