Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 2018, 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 2018, the filing reported:

New Buys - Guidewire Software, Inc., Philip Morris International Inc, Restaurant Brands International

Increases - Amazon.com, Inc., Booking Holdings Inc. Common St, Charter Communications, Inc., Equifax, Inc., Alphabet Inc., and 4 more

Reductions - Autodesk, Inc., Fidelity National Information S, Alphabet Inc., Moody's Corporation, S&P Global Inc., and 3 more

Complete Exits - American Tower Corporation (REI

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 2018	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-216,163	-10.3%	$247.77K	1,890,078
Q2 2018	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell - Position Exit	-551,487	-100.0%	$0.00	-
Q2 2018	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+1,088	+0.6%	$330.20K	194,261
Q2 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy	+336	+0.6%	$120.85K	59,616
Q2 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+188,396	+6.5%	$900.58K	3,071,448
Q2 2018	EFX Equifax, Inc.	Equifax, Inc.	Buy	+12,304	+1.4%	$115.10K	920,000
Q2 2018	FIS Fidelity National Information S	Fidelity National Information S	Sell	-385,016	-11.4%	$318.55K	3,004,321
Q2 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-74,083	-41.0%	$118.83K	106,516
Q2 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+844	+0.6%	$173.44K	153,600
Q2 2018	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy - Position Entry	+469,516	-	$41.68K	469,516
Q2 2018	MCO Moody's Corporation	Moody's Corporation	Sell	-84,058	-7.9%	$167.17K	980,119
Q2 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+829,475	+264.9%	$222.02K	1,142,552
Q2 2018	PM Philip Morris International Inc	Philip Morris International Inc	Buy - Position Entry	+2,610,478	-	$210.77K	2,610,478
Q2 2018	QSR Restaurant Brands International	Restaurant Brands International	Buy - Position Entry	+2,871,252	-	$173.14K	2,871,252
Q2 2018	SBAC SBA Communications Corporation	SBA Communications Corporation	Buy	+286,793	+33.6%	$188.26K	1,140,134
Q2 2018	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy	+70,901	+9.4%	$337.29K	827,550
Q2 2018	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-72,623	-7.3%	$189.28K	928,360
Q2 2018	SPY SPDR S&P 500	SPDR S&P 500	Sell	-18,448	-66.0%	$2.58K	9,494
Q2 2018	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+3,002	+0.6%	$186.91K	541,540
Q2 2018	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-95,556	-9.0%	$199.56K	963,429
Q2 2018	V Visa Inc.	Visa Inc.	Sell	-385,864	-17.8%	$236.50K	1,785,620