Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q1 2016)
As of Mar 31, 2016, 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 2016, the filing reported:
Complete Exits - American Airlines Group, Inc., American Tower Corporation (REI, Danaher Corporation
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 2016
|
AAL
American Airlines Group, Inc.
|
Sell - Position Exit |
-170,196
|
|
Q1 2016
|
AAP
Advance Auto Parts Inc.
|
Buy - Position Entry |
+165,700
|
|
Q1 2016
|
ADSK
Autodesk, Inc.
|
Sell |
-9,544
|
|
Q1 2016
|
AMT
American Tower Corporation (REI
|
Sell - Position Exit |
-2,524,868
|
|
Q1 2016
|
AXTA
Axalta
|
Sell |
-4,118,709
|
|
Q1 2016
|
BIDU
Baidu, Inc.
|
Sell |
-256,658
|
|
Q1 2016
|
DHR
Danaher Corporation
|
Sell - Position Exit |
-568,527
|
|
Q1 2016
|
HBI
Hanesbrands Inc.
|
Buy |
+127,161
|
|
Q1 2016
|
LKQ
LKQ Corporation
|
Buy |
+885,662
|
|
Q1 2016
|
MCK
McKesson Corporation
|
Buy - Position Entry |
+1,105,399
|
|
Q1 2016
|
MCO
Moody's Corporation
|
Buy |
+1,008,860
|
|
Q1 2016
|
QCOM
QUALCOMM Incorporated
|
Buy |
+503,349
|
|
Q1 2016
|
SBH
Sally Beauty Holdings, Inc. (Na
|
Sell |
-2,432,059
|
|
Q1 2016
|
TSLA
Tesla, Inc.
|
Buy - Position Entry |
+76,640
|
|
Q1 2016
|
V
Visa Inc.
|
Sell |
-928,753
|