Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q4 2017)
As of Dec 31, 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 Q4 2017, the filing reported:
New Buys - None reported
Increases - Charter Communications, Inc., Equifax, Inc., Fidelity National Information S, Alphabet Inc., Alphabet Inc., and 5 more
Reductions - Autodesk, Inc., Amazon.com, Inc., SBA Communications Corporation, Sherwin-Williams Company (The)
Complete Exits - None reported
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 2017
|
ADSK
Autodesk, Inc.
|
Sell |
-61,282
|
|
Q4 2017
|
AMZN
Amazon.com, Inc.
|
Sell |
-49,660
|
|
Q4 2017
|
CHTR
Charter Communications, Inc.
|
Buy |
+349,209
|
|
Q4 2017
|
EFX
Equifax, Inc.
|
Buy |
+429,132
|
|
Q4 2017
|
FIS
Fidelity National Information S
|
Buy |
+135,473
|
|
Q4 2017
|
GOOG
Alphabet Inc.
|
Buy |
+51,893
|
|
Q4 2017
|
GOOGL
Alphabet Inc.
|
Buy |
+1,418
|
|
Q4 2017
|
MCO
Moody's Corporation
|
Buy |
+13,036
|
|
Q4 2017
|
SBAC
SBA Communications Corporation
|
Sell |
-721,498
|
|
Q4 2017
|
SHW
Sherwin-Williams Company (The)
|
Sell |
-54,727
|
|
Q4 2017
|
SPGI
S&P Global Inc.
|
Buy |
+11,469
|
|
Q4 2017
|
TDG
Transdigm Group Incorporated
|
Buy |
+99,023
|
|
Q4 2017
|
TMO
Thermo Fisher Scientific Inc
|
Buy |
+11,581
|
|
Q4 2017
|
V
Visa Inc.
|
Buy |
+27,742
|