Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 2017, 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 2017, the filing reported:

New Buys - Transdigm Group Incorporated

Increases - Charter Communications, Inc.

Reductions - Autodesk, Inc., SPDR S&P 500, Tempur Sealy International, Inc

Complete Exits - AbbVie Inc., Comcast Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2017	ABBV AbbVie Inc.	AbbVie Inc.	Sell - Position Exit	-615,007	-100.0%	$0.00	-
Q2 2017	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-18,010	-24.3%	$5.64K	55,954
Q2 2017	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+1,156,507	+73.6%	$918.58K	2,726,976
Q2 2017	CMCSA Comcast Corporation	Comcast Corporation	Sell - Position Exit	-2,094,104	-100.0%	$0.00	-
Q2 2017	SPY SPDR S&P 500	SPDR S&P 500	Sell	-3,400	-49.3%	$846.00	3,500
Q2 2017	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy - Position Entry	+439,177	-	$118.08K	439,177
Q2 2017	TPX Tempur Sealy International, Inc	Tempur Sealy International, Inc	Sell	-705,624	-40.9%	$54.48K	1,020,417