Meritage Group - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+3.50B
+9,999%+
Winning Positions
+40.47%
104 wins / 257 positions
Average Gain (Winners)
$54.96M
+9,999%+ avg per position
Active Positions
11
61 losing positions
Portfolio Value Over Time
Total Positions Tracked
257
All holdings over time
Win/Loss Ratio
1.70
104 gains / 61 losses
Active vs. Exited
11 / 246
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | Technology | Mar 2015 | ACTIVE | $174.36K | $582.54M | $582.36M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Mar 2017 | ACTIVE | $213.73K | $495.87M | $495.65M | +9,999%+ |
| COF | Capital One Financial Corporati | Financial Services | Dec 2020 | ACTIVE | $301.00 | $492.94M | $492.94M | +9,999%+ |
| TRU | TransUnion | Financial Services | Jun 2023 | ACTIVE | $255.05K | $458.11M | $457.86M | +9,999%+ |
| WDAY | Workday, Inc. | Technology | Jun 2020 | ACTIVE | $156.10K | $358.51M | $358.35M | +9,999%+ |
| AON | Aon Plc | Financial Services | Sep 2020 | EXITED | $174.24K | $357.80M | $357.62M | +9,999%+ |
| ADSK | Autodesk, Inc. | Technology | Sep 2015 | EXITED | $53.78K | $297.95M | $297.90M | +9,999%+ |
| UNP | Union Pacific Corporation | Industrials | Jun 2015 | EXITED | $143.10K | $276.75M | $276.60M | +9,999%+ |
| CP | Canadian Pacific Kansas City Li | Industrials | Dec 2023 | EXITED | $207.85K | $265.10M | $264.89M | +9,999%+ |
| TPX | Tempur Sealy International, Inc | Consumer Cyclical | Mar 2017 | ACTIVE | $80.19K | $256.04M | $255.96M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.