Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q1 2019)
According to the SEC 13F filed on Aug 13, 2026, the Meritage Group portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. 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 2019, the filing reported:
New Buys - Guidewire Software, Inc.
Increases - Autodesk, Inc., Amazon.com, Inc., Fidelity National Information S, Alphabet Inc., Microsoft Corporation, and 3 more
Reductions - Charter Communications, Inc., Electronic Arts Inc., Alphabet Inc., Moody's Corporation, Restaurant Brands International, and 2 more
Complete Exits - SPDR S&P 500
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 2019
|
ADSK
Autodesk, Inc.
|
Buy |
+155,004
|
|
Q1 2019
|
AMZN
Amazon.com, Inc.
|
Buy |
+498
|
|
Q1 2019
|
CHTR
Charter Communications, Inc.
|
Sell |
-138,919
|
|
Q1 2019
|
EA
Electronic Arts Inc.
|
Sell |
-793,413
|
|
Q1 2019
|
FIS
Fidelity National Information S
|
Buy |
+8,872
|
|
Q1 2019
|
GOOG
Alphabet Inc.
|
Sell |
-97,174
|
|
Q1 2019
|
GOOGL
Alphabet Inc.
|
Buy |
+518
|
|
Q1 2019
|
GWRE
Guidewire Software, Inc.
|
Buy - Position Entry |
+1,122,069
|
|
Q1 2019
|
MCO
Moody's Corporation
|
Sell |
-70,997
|
|
Q1 2019
|
MSFT
Microsoft Corporation
|
Buy |
+483,534
|
|
Q1 2019
|
QSR
Restaurant Brands International
|
Sell |
-154,228
|
|
Q1 2019
|
SBAC
SBA Communications Corporation
|
Sell |
-132,108
|
|
Q1 2019
|
SHW
Sherwin-Williams Company (The)
|
Buy |
+103,486
|
|
Q1 2019
|
SPGI
S&P Global Inc.
|
Sell |
-61,395
|
|
Q1 2019
|
SPY
SPDR S&P 500
|
Sell - Position Exit |
-21,693
|
|
Q1 2019
|
TDG
Transdigm Group Incorporated
|
Buy |
+2,211
|
|
Q1 2019
|
TMO
Thermo Fisher Scientific Inc
|
Buy |
+2,351
|