Nathaniel Simons - Meritage Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 17 | |
| Portfolio Value | $3.64B |
Meritage Group Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2023Sep 30, 2023 | MSCI MSCI Inc. | Sell | -131-22.4% |
Q3 2023Sep 30, 2023 | TER Teradyne, Inc. | Sell | -136-6.1% |
Q3 2023Sep 30, 2023 | GOOG Alphabet Inc. | Sell | -293-14.6% |
Q3 2023Sep 30, 2023 | NVDA NVIDIA Corporation | Sell - Position Exit | -543-100.0% |
Q3 2023Sep 30, 2023 | CINF Cincinnati Financial Corporatio | Sell | -563-18.4% |
Q3 2023Sep 30, 2023 | KIM Kimco Realty Corporation (HC) | Sell | -650-4.5% |
Q3 2023Sep 30, 2023 | BIO Bio-Rad Laboratories, Inc. | Sell - Position Exit | -753-100.0% |
Q3 2023Sep 30, 2023 | DPZ Domino's Pizza Inc | Sell - Position Exit | -826-100.0% |
Q3 2023Sep 30, 2023 | BK The Bank of New York Mellon Cor | Sell | -1,023-15.9% |
Q3 2023Sep 30, 2023 | CDW CDW Corporation | Sell - Position Exit | -1,623-100.0% |
Q3 2023Sep 30, 2023 | RL Ralph Lauren Corporation | Sell - Position Exit | -1,892-100.0% |
Q3 2023Sep 30, 2023 | BKR Baker Hughes Company | Sell | -2,134-22.8% |
Q3 2023Sep 30, 2023 | XYL Xylem Inc. | Sell - Position Exit | -2,216-100.0% |
Q3 2023Sep 30, 2023 | AEE Ameren Corporation | Sell - Position Exit | -2,552-100.0% |
Q3 2023Sep 30, 2023 | DAY Dayforce, Inc. | Sell - Position Exit | -3,095-100.0% |
Q3 2023Sep 30, 2023 | BF-B Brown Forman Inc | Sell - Position Exit | -3,524-100.0% |
Q3 2023Sep 30, 2023 | XRAY DENTSPLY SIRONA Inc. | Sell - Position Exit | -5,753-100.0% |
Q3 2023Sep 30, 2023 | DHR Danaher Corporation | Sell | -13,675-2.8% |
Q3 2023Sep 30, 2023 | UNP Union Pacific Corporation | Sell | -14,414-1.3% |
Q3 2023Sep 30, 2023 | NCNO nCino, Inc. | Sell | -21,806-1.3% |
Q3 2023Sep 30, 2023 | SPY SPDR S&P 500 | Sell - Position Exit | -33,059-100.0% |
Q3 2023Sep 30, 2023 | TRU TransUnion | Sell | -41,166-1.3% |
Q3 2023Sep 30, 2023 | TDG Transdigm Group Incorporated | Sell | -54,463-16.0% |
Q3 2023Sep 30, 2023 | DLTR Dollar Tree, Inc. | Sell | -61,048-22.0% |
Q3 2023Sep 30, 2023 | BILL BILL Holdings, Inc. | Sell - Position Exit | -167,540-100.0% |
Q3 2023Sep 30, 2023 | WDAY Workday, Inc. | Sell | -224,089-16.0% |
Q3 2023Sep 30, 2023 | AMZN Amazon.com, Inc. | Sell | -282,363-12.6% |
Q3 2023Sep 30, 2023 | SHW Sherwin-Williams Company (The) | Sell | -282,713-20.0% |
Q3 2023Sep 30, 2023 | CHTR Charter Communications, Inc. | Sell - Position Exit | -498,156-100.0% |
Q3 2023Sep 30, 2023 | CRM Salesforce, Inc. | Sell | -571,359-35.5% |