Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q2 2015)
As of Jun 30, 2015, 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 2015, the filing reported:
Reductions - Apple Inc., AutoZone, Inc., Dollar General Corporation, Intercontinental Exchange 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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2015
|
AAPL
Apple Inc.
|
Sell |
-407,531
|
|
Q2 2015
|
AMT
American Tower Corporation (REI
|
Buy |
+822,116
|
|
Q2 2015
|
AXTA
Axalta
|
Buy - Position Entry |
+8,781,393
|
|
Q2 2015
|
AZO
AutoZone, Inc.
|
Sell |
-47,690
|
|
Q2 2015
|
BIDU
Baidu, Inc.
|
Buy |
+152,419
|
|
Q2 2015
|
DG
Dollar General Corporation
|
Sell |
-673,385
|
|
Q2 2015
|
ICE
Intercontinental Exchange Inc.
|
Sell |
-728
|
|
Q2 2015
|
LKQ
LKQ Corporation
|
Buy - Position Entry |
+1,616,376
|
|
Q2 2015
|
MCO
Moody's Corporation
|
Sell |
-703,105
|
|
Q2 2015
|
MSFT
Microsoft Corporation
|
Buy |
+1,616,420
|
|
Q2 2015
|
NEU
NewMarket Corp
|
Sell |
-46
|
|
Q2 2015
|
SBH
Sally Beauty Holdings, Inc. (Na
|
Sell |
-6,933
|
|
Q2 2015
|
UNP
Union Pacific Corporation
|
Buy - Position Entry |
+1,500,450
|
|
Q2 2015
|
V
Visa Inc.
|
Sell |
-3,627
|
|
Q2 2015
|
WBA
Walgreens Boots Alliance, Inc.
|
Sell |
-1,782
|