Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q3 2013)
As of Sep 30, 2013, 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 Q3 2013, the filing reported:
New Buys - Moody's Corporation
Increases - Mastercard Incorporated, Sally Beauty Holdings, Inc. (Na
Reductions - Fiserv, Inc.
Complete Exits - H&R Block, Inc., Visa Inc.
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 |
|---|---|---|---|
|
Q3 2013
|
FI
Fiserv, Inc.
|
Sell |
-219,712
|
|
Q3 2013
|
HRB
H&R Block, Inc.
|
Sell - Position Exit |
-1,362,831
|
|
Q3 2013
|
MA
Mastercard Incorporated
|
Buy |
+43,965
|
|
Q3 2013
|
MCO
Moody's Corporation
|
Buy - Position Entry |
+722,330
|
|
Q3 2013
|
SBH
Sally Beauty Holdings, Inc. (Na
|
Buy |
+2,562,206
|
|
Q3 2013
|
V
Visa Inc.
|
Sell - Position Exit |
-585,807
|