Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, 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 2018, the filing reported:

New Buys - American Tower Corporation (REI, Booking Holdings Inc. Common St, Meta Platforms, Inc., SPDR S&P 500

Increases - Alphabet Inc., Sherwin-Williams Company (The), Transdigm Group Incorporated

Reductions - Autodesk, Inc., Amazon.com, Inc., Charter Communications, Inc., Alphabet Inc., Moody's Corporation, and 4 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2018	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-76,205	-3.5%	$264.50K	2,106,241
Q1 2018	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy - Position Entry	+551,487	-	$80.15K	551,487
Q1 2018	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-70,540	-26.7%	$279.59K	193,173
Q1 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy - Position Entry	+59,280	-	$123.33K	59,280
Q1 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-285,753	-9.0%	$897.26K	2,883,052
Q1 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-107	-0.1%	$186.34K	180,599
Q1 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+19,992	+15.1%	$158.43K	152,756
Q1 2018	MCO Moody's Corporation	Moody's Corporation	Sell	-157,900	-12.9%	$171.65K	1,064,177
Q1 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+313,077	-	$50.03K	313,077
Q1 2018	SBAC SBA Communications Corporation	SBA Communications Corporation	Sell	-394,376	-31.6%	$145.85K	853,341
Q1 2018	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy	+125	+0.0%	$296.70K	756,649
Q1 2018	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-133,558	-11.8%	$191.25K	1,000,983
Q1 2018	SPY SPDR S&P 500	SPDR S&P 500	Buy - Position Entry	+27,942	-	$7.35K	27,942
Q1 2018	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+338	+0.1%	$165.30K	538,538
Q1 2018	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-16,990	-1.6%	$218.64K	1,058,985
Q1 2018	V Visa Inc.	Visa Inc.	Sell	-431,675	-16.6%	$259.75K	2,171,484