13F-HR 1 jun09mm13f.txt 13F REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2009 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this report: Name: Meritage Group LP Address: Pier 5, The Embarcadero, Suite 101 San Francisco, CA 94111 13F File Number: 028-12802 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Laura Baxter-Simons Title: Chief Compliance Officer Phone (415) 399-5330 Signature, Place, and Date of Signing: Laura Baxter Simons San Francisco, CA Report Type (Check only one.): August 13, 2009 [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 26 Form 13F Information Table Value (x $1000) Total: $686721 FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) PRN AMT PRN CALL DSCREIN MANAGERS SOLE SHARED NONE ____________________________ ________________ _________ ________ _______ ___ ____ _______ ___________ ________ ________ ______ BERKSHIRE HATHAWAY INC DEL CL A 084670108 6750 75 SH SOLE 75 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 27526 1660200 SH SOLE 1660200 0 CHEVRON CORP NEW COM 166764100 3765 56830 SH SOLE 56830 0 COCA COLA CO COM 191216100 22997 479200 SH SOLE 479200 0 CONOCOPHILLIPS COM 20825C104 3458 82210 SH SOLE 82210 0 COVANTA HLDG CORP COM 22282E102 43148 2544100 SH SOLE 2544100 0 EXXON MOBIL CORP COM 30231G102 3621 51800 SH SOLE 51800 0 FIDELITY NATL INFORMATION SV COM 31620M106 24202 1212500 SH SOLE 1212500 0 FISERV INC COM 337738108 25689 562000 SH SOLE 562000 0 FRANKLIN RES INC COM 354613101 1109 15400 SH SOLE 15400 0 GOOGLE INC CL A 38259P508 31903 75672 SH SOLE 75672 0 GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 21941 562600 SH SOLE 562600 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 54520 804250 SH SOLE 804250 0 LORILLARD INC COM 544147101 44536 657157 SH SOLE 657157 0 MASTERCARD INC CL A 57636Q104 29791 178060 SH SOLE 178060 0 NIKE INC CL B 654106103 21069 406900 SH SOLE 406900 0 OCCIDENTAL PETE CORP DEL COM 674599105 4877 74100 SH SOLE 74100 0 PALM INC NEW COM 696643105 4974 300000 SH SOLE 300000 0 PAYCHEX INC COM 704326107 25610 1016279 SH SOLE 1016279 0 PHILIP MORRIS INTL INC COM 718172109 48361 1108700 SH SOLE 1108700 0 THERMO FISHER SCIENTIFIC INC COM 883556102 51904 1273100 SH SOLE 1273100 0 TRANSDIGM GROUP INC COM 893641100 36124 997900 SH SOLE 997900 0 UNION PAC CORP COM 907818108 55248 1061230 SH SOLE 1061230 0 VISA INC COM CL A 92826C839 28301 454560 SH SOLE 454560 0 WELLPOINT INC COM 94973V107 63592 1249600 SH SOLE 1249600 0 WELLPOINT INC CALL 94973V907 1705 33500 SH SOLE 33500 0