Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q4 2013)
As of Dec 31, 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 Q4 2013, the filing reported:
New Buys - Carter's, Inc., Dollar General Corporation, Genpact, SPDR Gold Trust, Intercontinental Exchange Inc., and 1 more
Increases - Fiserv, Inc., Moody's Corporation, Philip Morris International Inc, Revvity, Inc., Sally Beauty Holdings, Inc. (Na
Reductions - Dollar Tree, Inc., Mastercard Incorporated
Complete Exits - Williams Companies, Inc. (The), SPDR Select Sector Fund - Energ
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 |
|---|---|---|---|
|
Q4 2013
|
CRI
Carter's, Inc.
|
Buy - Position Entry |
+194,919
|
|
Q4 2013
|
DG
Dollar General Corporation
|
Buy - Position Entry |
+2,533,227
|
|
Q4 2013
|
DLTR
Dollar Tree, Inc.
|
Sell |
-170,588
|
|
Q4 2013
|
FI
Fiserv, Inc.
|
Buy |
+1,102,376
|
|
Q4 2013
|
G
Genpact
|
Buy - Position Entry |
+2,728,816
|
|
Q4 2013
|
GLD
SPDR Gold Trust
|
Buy - Position Entry |
+100,000
|
|
Q4 2013
|
ICE
Intercontinental Exchange Inc.
|
Buy - Position Entry |
+1,040,448
|
|
Q4 2013
|
MA
Mastercard Incorporated
|
Sell |
-96,979
|
|
Q4 2013
|
MCO
Moody's Corporation
|
Buy |
+1,621,436
|
|
Q4 2013
|
PM
Philip Morris International Inc
|
Buy |
+1,356
|
|
Q4 2013
|
RVTY
Revvity, Inc.
|
Buy |
+1,542
|
|
Q4 2013
|
SBH
Sally Beauty Holdings, Inc. (Na
|
Buy |
+426,831
|
|
Q4 2013
|
V
Visa Inc.
|
Buy - Position Entry |
+363,723
|
|
Q4 2013
|
WMB
Williams Companies, Inc. (The)
|
Sell - Position Exit |
-4,574,532
|
|
Q4 2013
|
XLE
SPDR Select Sector Fund - Energ
|
Sell - Position Exit |
-25,793
|