Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q1 2014)
As of Mar 31, 2014, the Meritage Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2014, the filing reported:
Reductions - Dollar Tree, Inc., Fiserv, Inc., Intercontinental Exchange Inc., Moody's Corporation, Philip Morris International Inc, and 1 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2014
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+385,169
|
|
Q1 2014
|
AMT
American Tower Corporation (REI
|
Buy - Position Entry |
+1,867,520
|
|
Q1 2014
|
BIDU
Baidu, Inc.
|
Buy - Position Entry |
+641,341
|
|
Q1 2014
|
CRI
Carter's, Inc.
|
Buy |
+867,173
|
|
Q1 2014
|
DG
Dollar General Corporation
|
Buy |
+1,402,971
|
|
Q1 2014
|
DLTR
Dollar Tree, Inc.
|
Sell |
-3,430
|
|
Q1 2014
|
FI
Fiserv, Inc.
|
Sell |
-128,956
|
|
Q1 2014
|
G
Genpact
|
Buy |
+1,844,454
|
|
Q1 2014
|
GLD
SPDR Gold Trust
|
Sell - Position Exit |
-100,000
|
|
Q1 2014
|
ICE
Intercontinental Exchange Inc.
|
Sell |
-1,208
|
|
Q1 2014
|
MA
Mastercard Incorporated
|
Buy |
+2,057,286
|
|
Q1 2014
|
MCO
Moody's Corporation
|
Sell |
-2,633
|
|
Q1 2014
|
PM
Philip Morris International Inc
|
Sell |
-871,135
|
|
Q1 2014
|
RVTY
Revvity, Inc.
|
Sell - Position Exit |
-3,223,334
|
|
Q1 2014
|
SBH
Sally Beauty Holdings, Inc. (Na
|
Sell |
-716,742
|
|
Q1 2014
|
V
Visa Inc.
|
Sell - Position Exit |
-363,723
|