Meritage Group discloses updated portfolio positions in 13F filing: Closed CMCSA ABBV positions
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: TDG (~0.44 mln shares)
- Increased positions in: CHTR (to ~2.73 mln shares from ~1.57 mln shares)
- Maintained positions in: DNKN (~3.89 mln shares), ICE (~3.46 mln shares), V (~2.58 mln shares), SBAC (~2.3 mln shares), SPGI (~1.12 mln shares), MCO (~0.98 mln shares), SHW (~0.81 mln shares), AMZN (~0.24 mln shares), GOOGL (~0.13 mln shares)
- Closed positions in: CMCSA (from ~2.09 mln shares), ABBV (from ~0.62 mln)
- Decreased positions in: INFO (to ~4.46 mln shares from ~5.77 mln shares), TPX (to ~1.02 mln from ~1.73 mln), ADSK (to ~0.06 mln from ~0.07 mln)