Ownership history in Meritage Group LP Β· 33 quarters on record
This page tracks every 13F SEC filing in which Meritage Group LP reported a position in AMAZON COM INC (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Meritage Group LP outperformed the S&P 500 by +8.9% annually on this AMZN position. Timing score: 57% (16/28 decisions correct). Average cost basis: $122.13. Maximum drawdown during holding period: β51.2%.
π₯ Exceptional β beat the S&P 500 by 8.9% per year on this position.
32 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
16 of 28 add/trim decisions correct
Best entry: $41.87 (2016 Q3) Β· Worst: $219.39 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 12 trims. Bought during 6 of 10 down-price quarters. π More buys than sells across the holding period.
π Meritage Group LP has been actively increasing its AMZN allocation β a bullish signal from insiders.
Currently 13.23% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size