Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q4 2018)

As of Dec 31, 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 Q4 2018, the filing reported:

New Buys - None reported

Increases - Charter Communications, Inc., Electronic Arts Inc., Alphabet Inc., Alphabet Inc., Moody's Corporation, and 6 more

Reductions - Autodesk, Inc., Amazon.com, Inc., Fidelity National Information S, SPDR S&P 500, Thermo Fisher Scientific Inc

Complete Exits - Booking Holdings Inc. Common St, Meta Platforms, Inc., Visa 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
Q4 2018	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-315,065	-17.9%	$185.33K	1,441,005
Q4 2018	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-13,656	-8.2%	$228.19K	151,927
Q4 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Sell - Position Exit	-82,518	-100.0%	$0.00	-
Q4 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+27,563	+0.9%	$904.83K	3,175,177
Q4 2018	EA Electronic Arts Inc.	Electronic Arts Inc.	Buy	+752,655	+54.2%	$168.96K	2,141,108
Q4 2018	FIS Fidelity National Information S	Fidelity National Information S	Sell	-227,912	-7.8%	$277.89K	2,709,764
Q4 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+159,910	+167.4%	$264.52K	255,423
Q4 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+1,372	+0.9%	$165.20K	158,095
Q4 2018	MCO Moody's Corporation	Moody's Corporation	Buy	+177,329	+18.9%	$156.57K	1,118,035
Q4 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell - Position Exit	-1,314,013	-100.0%	$0.00	-
Q4 2018	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+1,130,308	+118.3%	$211.88K	2,086,014
Q4 2018	QSR Restaurant Brands International	Restaurant Brands International	Buy	+32,444	+0.9%	$195.46K	3,737,334
Q4 2018	SBAC SBA Communications Corporation	SBA Communications Corporation	Buy	+11,081	+0.9%	$206.64K	1,276,437
Q4 2018	SHW Sherwin-Williams Company (The)	Sherwin-Williams Company (The)	Buy	+37,730	+4.5%	$347.07K	882,103
Q4 2018	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+152,141	+18.0%	$169.49K	997,351
Q4 2018	SPY SPDR S&P 500	SPDR S&P 500	Sell	-8,800	-28.9%	$5.42K	21,693
Q4 2018	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Buy	+122,627	+22.2%	$229.60K	675,176
Q4 2018	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-166,868	-18.9%	$160.71K	718,128
Q4 2018	V Visa Inc.	Visa Inc.	Sell - Position Exit	-1,086,791	-100.0%	$0.00	-