0001427119-18-000002.txt : 20180214 0001427119-18-000002.hdr.sgml : 20180214 20180214080216 ACCESSION NUMBER: 0001427119-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Meritage Group LP CENTRAL INDEX KEY: 0001427119 IRS NUMBER: 205944311 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12802 FILM NUMBER: 18607207 BUSINESS ADDRESS: STREET 1: ONE FERRY BUILDING STREET 2: SUITE 375 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-399-5330 MAIL ADDRESS: STREET 1: ONE FERRY BUILDING STREET 2: SUITE 375 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001427119 XXXXXXXX 12-31-2017 12-31-2017 Meritage Group LP

ONE FERRY BUILDING SUITE 375 SAN FRANCISCO CA 94111

13F HOLDINGS REPORT 028-12802 N Laura Baxter-Simons 415-399-5330 Laura Baxter-Simons San Francisco CA 02-14-2018 1 18 5953733 false 1 0001547584 028-14947 MWG GP LLC INFORMATION TABLE 2 meritage13Fq42017_holding.xml ALPHABET INC CAP STK CL A 02079K305 139854 132764 SH DFND 1 132764 0 0 ALPHABET INC CAP STK CL C 02079K107 189091 180706 SH DFND 1 180706 0 0 ALTABA INC COM 021346101 192557 2756720 SH DFND 1 2756720 0 0 AMAZON COM INC COM 023135106 308404 263713 SH DFND 1 263713 0 0 AUTODESK INC COM 052769106 228786 2182446 SH DFND 1 2182446 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 1064592 3168805 SH DFND 1 3168805 0 0 ELLIE MAE INC COM 28849P100 42720 477854 SH DFND 1 477854 0 0 EQUIFAX INC COM 294429105 107036 907696 SH DFND 1 907696 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 318903 3389337 SH DFND 1 3389337 0 0 MOODYS CORP COM 615369105 180391 1222077 SH DFND 1 1222077 0 0 PRICELINE GRP INC COM NEW 741503403 145040 83465 SH DFND 1 83465 0 0 S&P GLOBAL INC COM 78409V104 192191 1134541 SH DFND 1 1134541 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 203827 1247717 SH DFND 1 1247717 0 0 SHERWIN WILLIAMS CO COM 824348106 310205 756524 SH DFND 1 756524 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1681218 6300000 SH Put DFND 1 6300000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 204306 1075975 SH DFND 1 1075975 0 0 TRANSDIGM GROUP INC COM 893641100 147800 538200 SH DFND 1 538200 0 0 VISA INC COM CL A 92826C839 296812 2603159 SH DFND 1 2603159 0 0