Meritage Group discloses updated portfolio positions in 13F filing: New positions in FIS and TMO; increased positions in ADSK; closed position in ICE
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: FIS (~3.25 mln shares), TMO (~1.06 mln), EFX (~0.48 mln), ELLI (~0.47 mln)
- Increased positions in: ADSK (to ~2.24 mln shares from ~0.06 mln shares), MCO (to ~1.21 mln from ~0.98 mln),AMZN (to ~0.31 mln from ~0.24 mln)
- Maintained positions in: DNKN (~3.67 mln shares), CHTR (~2.82 mln shares), V (~2.58 mln shares), SPGI (~1.12 mln shares)
- Closed positions in: INFO (from ~4.46 mln shares), ICE (from ~3.46 mln), TPX (from ~1.02 mln)
- Decreased positions in: SBAC (to ~1.97 mln shares from ~2.3 mln shares)