Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q1 2015)
As of Mar 31, 2015, 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 2015, the filing reported:
New Buys - Microsoft Corporation, NewMarket Corp
Increases - American Tower Corporation (REI, AutoZone, Inc., Baidu, Inc., Intercontinental Exchange Inc., Moody's Corporation, and 2 more
Complete Exits - Dollar Tree, Inc., DNOW Inc.
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 2015
|
AAPL
Apple Inc.
|
Sell |
-1,297,471
|
|
Q1 2015
|
AMT
American Tower Corporation (REI
|
Buy |
+506,671
|
|
Q1 2015
|
AZO
AutoZone, Inc.
|
Buy |
+235
|
|
Q1 2015
|
BIDU
Baidu, Inc.
|
Buy |
+172,052
|
|
Q1 2015
|
DG
Dollar General Corporation
|
Sell |
-606,542
|
|
Q1 2015
|
DLTR
Dollar Tree, Inc.
|
Sell - Position Exit |
-2,402,546
|
|
Q1 2015
|
DNOW
DNOW Inc.
|
Sell - Position Exit |
-4,299,225
|
|
Q1 2015
|
ICE
Intercontinental Exchange Inc.
|
Buy |
+604
|
|
Q1 2015
|
MCO
Moody's Corporation
|
Buy |
+1,438
|
|
Q1 2015
|
MSFT
Microsoft Corporation
|
Buy - Position Entry |
+4,288,685
|
|
Q1 2015
|
NEU
NewMarket Corp
|
Buy - Position Entry |
+44,700
|
|
Q1 2015
|
SBH
Sally Beauty Holdings, Inc. (Na
|
Sell |
-1,193,457
|
|
Q1 2015
|
V
Visa Inc.
|
Buy |
+2,608,360
|
|
Q1 2015
|
WBA
Walgreens Boots Alliance, Inc.
|
Buy |
+1,480
|