Manager activity
Meritage Group LP
FollowChris James
New
5
Add
4
Reduce
4
Exit
2
moves
15 shown · New/Exit first · largest |Δ port|
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| AON | New | +8.28 pp | opened 8.3% | 2025Q4→2026Q1 |
| SPGI | New | +8.10 pp | opened 8.1% | 2025Q4→2026Q1 |
| CSGP | New | +5.07 pp | opened 5.1% | 2025Q4→2026Q1 |
| — | New | +3.41 pp | opened 3.4% | 2025Q4→2026Q1 |
| SPY | New | +1.27 pp | opened 1.3% | 2025Q4→2026Q1 |
| QSR | Exit | -6.79 pp | was 6.8% | 2025Q4→2026Q1 |
| SGI | Exit | -6.67 pp | was 6.7% | 2025Q4→2026Q1 |
| WDAY | Add | -2.81 pp | +0.7% sh | 2025Q4→2026Q1 |
| AMZN | Add | +1.35 pp | +0.7% sh | 2025Q4→2026Q1 |
| MSFT | Add | -1.24 pp | +0.7% sh | 2025Q4→2026Q1 |
| — | Add | -0.28 pp | +0.3% sh | 2025Q4→2026Q1 |
| COF | Reduce | -4.81 pp | -28.5% sh | 2025Q4→2026Q1 |
| TRU | Reduce | -4.74 pp | -31.9% sh | 2025Q4→2026Q1 |
| EFX | Reduce | -0.07 pp | -6.8% sh | 2025Q4→2026Q1 |
| MSCI | Reduce | -0.07 pp | -13.0% sh | 2025Q4→2026Q1 |