Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q2 2020)
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, 2020. 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 2020, the filing reported:
New Buys - Berkshire Hathaway Inc. New, Nordstrom, Inc., Las Vegas Sands Corp., Mettler-Toledo International, I, ServiceNow, Inc., and 1 more
Increases - Charter Communications, Inc., Canadian National Railway Compa, Salesforce, Inc., Alphabet Inc., Alphabet Inc., and 8 more
Reductions - American Water Works Company, I, Fidelity National Information S, Henry Schein, Inc., IQVIA Holdings, Inc., Microsoft Corporation, and 1 more
Complete Exits - Autodesk, Inc., Amazon.com, Inc., Caterpillar, Inc., Host Hotels & Resorts, Inc., Gartner, Inc., and 7 more
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 2020
|
ADSK
Autodesk, Inc.
|
Sell - Position Exit |
-791,231
|
|
Q2 2020
|
AMZN
Amazon.com, Inc.
|
Sell - Position Exit |
-140,123
|
|
Q2 2020
|
AWK
American Water Works Company, I
|
Sell |
-1,360
|
|
Q2 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+2,511
|
|
Q2 2020
|
CAT
Caterpillar, Inc.
|
Sell - Position Exit |
-2,156
|
|
Q2 2020
|
CHTR
Charter Communications, Inc.
|
Buy |
+15,969
|
|
Q2 2020
|
CNI
Canadian National Railway Compa
|
Buy |
+20,513
|
|
Q2 2020
|
CRM
Salesforce, Inc.
|
Buy |
+729,767
|
|
Q2 2020
|
FIS
Fidelity National Information S
|
Sell |
-396,657
|
|
Q2 2020
|
GOOG
Alphabet Inc.
|
Buy |
+167,726
|
|
Q2 2020
|
GOOGL
Alphabet Inc.
|
Buy |
+1,007
|
|
Q2 2020
|
HLT
Hilton Worldwide Holdings Inc.
|
Buy |
+28
|
|
Q2 2020
|
HSIC
Henry Schein, Inc.
|
Sell |
-2,022
|
|
Q2 2020
|
HST
Host Hotels & Resorts, Inc.
|
Sell - Position Exit |
-11,734
|
|
Q2 2020
|
IQV
IQVIA Holdings, Inc.
|
Sell |
-795,627
|
|
Q2 2020
|
IT
Gartner, Inc.
|
Sell - Position Exit |
-3,038
|
|
Q2 2020
|
JWN
Nordstrom, Inc.
|
Buy - Position Entry |
+10,500
|
|
Q2 2020
|
L
Loews Corporation
|
Sell - Position Exit |
-5,838
|
|
Q2 2020
|
LVS
Las Vegas Sands Corp.
|
Buy - Position Entry |
+5,170
|
|
Q2 2020
|
MCO
Moody's Corporation
|
Buy |
+7,515
|
|
Q2 2020
|
MSFT
Microsoft Corporation
|
Sell |
-368,708
|
|
Q2 2020
|
MTD
Mettler-Toledo International, I
|
Buy - Position Entry |
+291
|
|
Q2 2020
|
NEM
Newmont Corporation
|
Sell - Position Exit |
-4,731
|
|
Q2 2020
|
NI
NiSource Inc
|
Buy |
+419
|
|
Q2 2020
|
NOW
ServiceNow, Inc.
|
Buy - Position Entry |
+549
|
|
Q2 2020
|
NWSA
News Corporation
|
Sell |
-15,528
|
|
Q2 2020
|
PWR
Quanta Services, Inc.
|
Sell - Position Exit |
-7,956
|
|
Q2 2020
|
QSR
Restaurant Brands International
|
Buy |
+4,564,535
|
|
Q2 2020
|
RSG
Republic Services, Inc.
|
Buy |
+471
|
|
Q2 2020
|
SHW
Sherwin-Williams Company (The)
|
Buy |
+3,463
|
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