Meritage Group discloses updated portfolio positions in 13F filing: new TPX AMZN GOOG positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: TPX (~1.73 mln shares), AMZN (~0.24 mln), GOOG (~0.13 mln)
- Increased positions in: ABBV (to ~0.62 mln shares from ~0.32 mln shares)
- Maintained positions in: INFO (~5.77 mln shares), ICE (~3.46 mln shares), V (~2.58 mln shares), CHTR (~1.57 mln shares), SPGI (~1.12 mln shares), MCO (~0.98 mln shares), SHW (~0.81 mln shares), GOOGL (~0.13 mln shares)
- Closed positions in: SBH (from ~4.78 mln shares), UTX (from ~1.85 mln), ABC (from ~1.18 mln), NWSA (from ~0.1 mln), HPE (from ~0.09 mln), TROW (from ~0.05 mln), PAYX (from ~0.05 mln),BF.B (from ~0.05 mln), CSX (from ~0.05 mln), CVS (from ~0.04 mln)
- Decreased positions in: DNKN (to ~3.89 mln shares from ~4.77 mln shares), SBAC (to ~2.3 mln from ~2.73 mln)