Meritage Group Lp (1427119) Portfolio


Number of Companies: 21
Inflow: $649,977 K
Outflow: $-523,881 K
Net Flow: $126,096 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2558 14 Sba Communications Corp-Cl A (SBAC) Infrastructure Construction 2,082,393 New Holding 2,082,393 $100.16 $208,593 $208,593
3013 9 Mckesson Corp (MCK) Health Care Supply Chain 1,105,399 New Holding 1,105,399 $157.25 $173,823 $173,823
2926 16 Moodys Corp (MCO) Information Services 1,467,649 Added More 1,008,860 $96.55 $97,415 $141,716
2950 8 General Motors Co (GM) Automobiles 1,000,000 New Holding 1,000,000 $31.43 $31,430 $31,430
2812 2 Lkq Corp (LKQ) Automotive Wholesalers 3,438,753 Added More 885,662 $31.93 $28,279 $109,799
2992 17 Advance Auto Parts Inc (AAP) Automotive Retailers 165,700 New Holding 165,700 $160.33 $26,568 $26,568
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 2,200,345 Added More 503,349 $51.13 $25,741 $112,525
2942 7 Tesla Motors Inc (TSLA) Automobiles 76,640 New Holding 76,640 $229.77 $17,609 $17,609
3043 8 Charter Communication-A (CHTR) Cable And Satellite 2,238,236 Added More 70,000 $202.42 $14,170 $453,086
2700 81 Autodesk Inc (ADSK) Application Software 272,405 Added More 213,056 $58.31 $12,423 $15,883
2289 28 Dunkin Brands Group Inc (DNKN) Restaurants 3,786,424 Added More 218,775 $47.16 $10,319 $178,605
2231 17 Hanesbrands Inc (HBI) Apparel Footwear And Acc Design 1,725,180 Added More 127,161 $28.34 $3,603 $48,891
3020 26 United Technologies Corp (UTX) Aircraft And Parts 3,102,857 No Change 0 $100.09 $0 $310,595
3072 34 Microsoft Corp (MSFT) Infrastructure Software 3,778,663 No Change 0 $55.23 $0 $208,695
3019 8 Union Pacific Corp (UNP) Rail Freight 1,615,433 No Change 0 $79.55 $0 $128,507
2821 31 Applied Materials Inc (AMAT) Semiconductor Mfg 0 Sold All -600,000 $21.18 $-12,708 $0
629 7 Baidu Inc (BIDU) Internet Media 532,621 Sold Some -256,658 $190.88 $-48,990 $101,666
3018 33 Danaher Corp (DHR) Life Science Equipment 0 Sold All -568,527 $94.86 $-53,930 $0
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 868,281 Sold Some -928,753 $76.48 $-71,031 $66,406
1542 2 Sally Beauty Holdings Inc (SBH) Other Spec Retail Discr 4,920,368 Sold Some -2,432,059 $32.38 $-78,750 $159,321
2989 128 American Tower Corp (AMT) Reit 0 Sold All -2,524,868 $102.37 $-258,470 $0