Portfolio (Quarterly) Guide ↗

Meritage Group LP

· CIK 0001427119

13F Portfolio $2.7B AUM 13 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 3 Added 4 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QSR	RESTAURANT BRANDS INTL INC	Consumer Cyclical	3,200,731	$218.4M	6.79%	SOLD
2	—	SOMNIGROUP INTERNATIONAL INC	—	2,403,651	$214.6M	6.67%	SOLD

Sector Allocation

Financial Services 34.9%

Technology 34.9%

Consumer Cyclical 14.6%

Industrials 10.5%

Real Estate 5.1%