Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q3 2018)

As of Sep 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 Q3 2018, the filing reported:

New Buys - Electronic Arts Inc., Microsoft Corporation

Increases - Booking Holdings Inc. Common St, Charter Communications, Inc., Alphabet Inc., Meta Platforms, Inc., Restaurant Brands International, and 4 more

Reductions - Autodesk, Inc., Amazon.com, Inc., Fidelity National Information S, Alphabet Inc., Moody's Corporation, and 3 more

Complete Exits - Equifax, Inc., Guidewire Software, Inc., Philip Morris International Inc

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
Q3 2018	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-134,008	-7.1%	$274.14K	1,756,070
Q3 2018	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-28,678	-14.8%	$331.66K	165,583
Q3 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy	+22,902	+38.4%	$163.72K	82,518
Q3 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+76,166	+2.5%	$1.03M	3,147,614
Q3 2018	EA Electronic Arts Inc.	Electronic Arts Inc.	Buy - Position Entry	+1,388,453	-	$167.29K	1,388,453
Q3 2018	EFX Equifax, Inc.	Equifax, Inc.	Sell - Position Exit	-920,000	-100.0%	$0.00	-
Q3 2018	FIS Fidelity National Information S	Fidelity National Information S	Sell	-66,645	-2.2%	$320.41K	2,937,676
Q3 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-11,003	-10.3%	$113.99K	95,513
Q3 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+3,123	+2.0%	$189.18K	156,723
Q3 2018	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Sell - Position Exit	-469,516	-100.0%	$0.00	-
Q3 2018	MCO Moody's Corporation	Moody's Corporation	Sell	-39,413	-4.0%	$157.29K	940,706
Q3 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+171,461	+15.0%	$216.10K	1,314,013
Q3 2018	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+955,706	-	$109.30K	955,706
Q3 2018	PM Philip Morris International Inc	Philip Morris International Inc	Sell - Position Exit	-2,610,478	-100.0%	$0.00	-
Q3 2018	QSR Restaurant Brands International	Restaurant Brands International	Buy	+833,638	+29.0%	$219.63K	3,704,890
Q3 2018	SBAC SBA Communications Corporation	SBA Communications Corporation	Buy	+125,222	+11.0%	$203.25K	1,265,356
Q3 2018	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy	+16,823	+2.0%	$384.37K	844,373
Q3 2018	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-83,150	-9.0%	$165.15K	845,210
Q3 2018	SPY SPDR S&P 500	SPDR S&P 500	Buy	+20,999	+221.2%	$8.87K	30,493
Q3 2018	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+11,009	+2.0%	$205.71K	552,549
Q3 2018	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-78,433	-8.1%	$216.01K	884,996
Q3 2018	V Visa Inc.	Visa Inc.	Sell	-698,829	-39.1%	$163.12K	1,086,791