Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q3 2017)
As of Sep 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 Q3 2017, the filing reported:
Reductions - SBA Communications Corporation
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 2017
|
ADSK
Autodesk, Inc.
|
Buy |
+2,187,774
|
|
Q3 2017
|
AMZN
Amazon.com, Inc.
|
Buy |
+72,293
|
|
Q3 2017
|
CHTR
Charter Communications, Inc.
|
Buy |
+92,620
|
|
Q3 2017
|
EFX
Equifax, Inc.
|
Buy - Position Entry |
+478,564
|
|
Q3 2017
|
FIS
Fidelity National Information S
|
Buy - Position Entry |
+3,253,864
|
|
Q3 2017
|
ICE
Intercontinental Exchange Inc.
|
Sell - Position Exit |
-3,461,013
|
|
Q3 2017
|
MCO
Moody's Corporation
|
Buy |
+225,432
|
|
Q3 2017
|
SBAC
SBA Communications Corporation
|
Sell |
-333,777
|
|
Q3 2017
|
SPY
SPDR S&P 500
|
Sell - Position Exit |
-3,500
|
|
Q3 2017
|
TMO
Thermo Fisher Scientific Inc
|
Buy - Position Entry |
+1,064,394
|
|
Q3 2017
|
TPX
Tempur Sealy International, Inc
|
Sell - Position Exit |
-1,020,417
|