Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q1 2019)
As of Mar 31, 2019, 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 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
|