Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q2 2019)

According to the SEC 13F filed on Aug 13, 2026, the Meritage Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2019. 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 2019, the filing reported:

New Buys - PTC Inc., SPDR S&P 500

Increases - Fidelity National Information S

Reductions - Charter Communications, Inc., Moody's Corporation, SBA Communications Corporation, Sherwin-Williams Company (The), S&P Global Inc.

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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2019	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-171,071	-5.6%	$1.13M	2,865,187
Q2 2019	FIS Fidelity National Information S	Fidelity National Information S	Buy	+443,260	+16.3%	$387.90K	3,161,896
Q2 2019	MCO Moody's Corporation	Moody's Corporation	Sell	-138,949	-13.3%	$177.36K	908,089
Q2 2019	PTC PTC Inc.	PTC Inc.	Buy - Position Entry	+248,508	-	$22.31K	248,508
Q2 2019	SBAC SBA Communications Corporation	SBA Communications Corporation	Sell	-727,015	-63.5%	$93.83K	417,314
Q2 2019	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Sell	-113,524	-11.5%	$399.66K	872,065
Q2 2019	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-123,844	-13.2%	$184.99K	812,112
Q2 2019	SPY SPDR S&P 500	SPDR S&P 500	Buy - Position Entry	+12,700	-	$3.72K	12,700