Manager activity
Meritage Group LP
Chris James
New
1
Add
9
Reduce
2
Exit
2
14 shown
| ticker | action | Δ weight | detail | period |
|---|---|---|---|---|
| META | New | +6.22% | opened 6.2% | Q1→Q2 |
| PCOR | Exit | −5.76% | was 5.8% | Q1→Q2 |
| SPY | Exit | −1.27% | was 1.3% | Q1→Q2 |
| COF | Add | +1.18% | +0.6% sh | Q1→Q2 |
| CSGP | Add | +0.82% | +62.0% sh | Q1→Q2 |
| TRU | Add | +0.68% | +0.6% sh | Q1→Q2 |
| MSFT | Add | +0.63% | +0.6% sh | Q1→Q2 |
| AON | Add | +0.46% | +0.6% sh | Q1→Q2 |
| TOST | Add | +0.27% | +0.6% sh | Q1→Q2 |
| WDAY | Add | −0.25% | +0.6% sh | Q1→Q2 |
| SPGI | Add | −0.13% | +0.6% sh | Q1→Q2 |
| EFX | Add | −0.10% | +0.6% sh | Q1→Q2 |
| MSCI | Reduce | −2.33% | −32.4% sh | Q1→Q2 |
| AMZN | Reduce | −0.41% | −16.9% sh | Q1→Q2 |