Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q4 2014)
As of Dec 31, 2014, 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 2014, the filing reported:
New Buys - AutoZone, Inc., Walgreens Boots Alliance, Inc.
Increases - Apple Inc., American Tower Corporation (REI, Baidu, Inc., Dollar Tree, Inc., DNOW Inc., and 1 more
Complete Exits - Carter's, Inc., Fiserv, 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 |
|---|---|---|---|
|
Q4 2014
|
AAPL
Apple Inc.
|
Buy |
+1,237
|
|
Q4 2014
|
AMT
American Tower Corporation (REI
|
Buy |
+863
|
|
Q4 2014
|
AZO
AutoZone, Inc.
|
Buy - Position Entry |
+266,694
|
|
Q4 2014
|
BIDU
Baidu, Inc.
|
Buy |
+252
|
|
Q4 2014
|
CRI
Carter's, Inc.
|
Sell - Position Exit |
-1,062,479
|
|
Q4 2014
|
DLTR
Dollar Tree, Inc.
|
Buy |
+1,108
|
|
Q4 2014
|
DNOW
DNOW Inc.
|
Buy |
+1,407,409
|
|
Q4 2014
|
FI
Fiserv, Inc.
|
Sell - Position Exit |
-2,964,286
|
|
Q4 2014
|
ICE
Intercontinental Exchange Inc.
|
Sell |
-353,246
|
|
Q4 2014
|
MCO
Moody's Corporation
|
Sell |
-165,822
|
|
Q4 2014
|
SBH
Sally Beauty Holdings, Inc. (Na
|
Buy |
+3,597
|
|
Q4 2014
|
V
Visa Inc.
|
Sell |
-107,769
|
|
Q4 2014
|
WBA
Walgreens Boots Alliance, Inc.
|
Buy - Position Entry |
+1,716,840
|