Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, 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 Q2 2013, the filing reported:
New Buys - Dollar Tree, Inc., Fiserv, Inc., H&R Block, Inc., Mastercard Incorporated, Philip Morris International Inc, and 5 more
Increases - None reported
Reductions - None reported
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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2013
|
DLTR
Dollar Tree, Inc.
|
Buy - Position Entry |
+3,124,895
|
|
Q2 2013
|
FI
Fiserv, Inc.
|
Buy - Position Entry |
+2,846,678
|
|
Q2 2013
|
HRB
H&R Block, Inc.
|
Buy - Position Entry |
+1,362,831
|
|
Q2 2013
|
MA
Mastercard Incorporated
|
Buy - Position Entry |
+150,131
|
|
Q2 2013
|
PM
Philip Morris International Inc
|
Buy - Position Entry |
+2,831,632
|
|
Q2 2013
|
RVTY
Revvity, Inc.
|
Buy - Position Entry |
+3,221,792
|
|
Q2 2013
|
SBH
Sally Beauty Holdings, Inc. (Na
|
Buy - Position Entry |
+5,248,470
|
|
Q2 2013
|
V
Visa Inc.
|
Buy - Position Entry |
+585,807
|
|
Q2 2013
|
WMB
Williams Companies, Inc. (The)
|
Buy - Position Entry |
+4,574,532
|
|
Q2 2013
|
XLE
SPDR Select Sector Fund - Energ
|
Buy - Position Entry |
+25,793
|