Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q2 2014)
As of Jun 30, 2014, 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 2014, the filing reported:
Increases - Apple Inc., American Tower Corporation (REI, Baidu, Inc., Carter's, Inc., Dollar General Corporation, and 4 more
Reductions - Fiserv, Inc., Philip Morris International Inc
Complete Exits - Genpact, Mastercard Incorporated
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 2014
|
AAPL
Apple Inc.
|
Buy |
+2,311,399
|
|
Q2 2014
|
AMT
American Tower Corporation (REI
|
Buy |
+262
|
|
Q2 2014
|
BIDU
Baidu, Inc.
|
Buy |
+29,939
|
|
Q2 2014
|
CRI
Carter's, Inc.
|
Buy |
+148
|
|
Q2 2014
|
DG
Dollar General Corporation
|
Buy |
+557
|
|
Q2 2014
|
DLTR
Dollar Tree, Inc.
|
Buy |
+415
|
|
Q2 2014
|
DNOW
DNOW Inc.
|
Buy - Position Entry |
+1,689,007
|
|
Q2 2014
|
FI
Fiserv, Inc.
|
Sell |
-336,774
|
|
Q2 2014
|
G
Genpact
|
Sell - Position Exit |
-4,573,270
|
|
Q2 2014
|
ICE
Intercontinental Exchange Inc.
|
Buy |
+145
|
|
Q2 2014
|
MA
Mastercard Incorporated
|
Sell - Position Exit |
-2,154,403
|
|
Q2 2014
|
MCO
Moody's Corporation
|
Buy |
+340
|
|
Q2 2014
|
PM
Philip Morris International Inc
|
Sell |
-141,533
|
|
Q2 2014
|
SBH
Sally Beauty Holdings, Inc. (Na
|
Buy |
+333,094
|
|
Q2 2014
|
V
Visa Inc.
|
Buy - Position Entry |
+975,749
|