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 |
|---|---|---|---|
Q4 2022Dec 31, 2022 | MTB M&T Bank Corporation | Buy - Position Entry | +1,544 |
Q4 2022Dec 31, 2022 | VRSK Verisk Analytics, Inc. | Buy - Position Entry | +1,450 |
Q4 2022Dec 31, 2022 | MAR Marriott International | Buy - Position Entry | +1,421 |
Q4 2022Dec 31, 2022 | CME CME Group Inc. | Buy - Position Entry | +1,325 |
Q4 2022Dec 31, 2022 | TYL Tyler Technologies, Inc. | Buy - Position Entry | +726 |
Q4 2022Dec 31, 2022 | MA Mastercard Incorporated | Buy - Position Entry | +686 |
Q4 2022Dec 31, 2022 | MSCI MSCI Inc. | Buy - Position Entry | +453 |
Q4 2022Dec 31, 2022 | XRAY DENTSPLY SIRONA Inc. | Buy | +156+2.1% |
Q4 2022Dec 31, 2022 | GOOGL Alphabet Inc. | Buy - Position Entry | +15 |
Q4 2022Dec 31, 2022 | TMUS T-Mobile US, Inc. | Sell | -75-4.7% |
Q4 2022Dec 31, 2022 | MKTX MarketAxess Holdings, Inc. | Sell | -354-29.3% |
Q4 2022Dec 31, 2022 | DPZ Domino's Pizza Inc | Sell - Position Exit | -713-100.0% |
Q4 2022Dec 31, 2022 | TFX Teleflex Incorporated | Sell - Position Exit | -1,417-100.0% |
Q4 2022Dec 31, 2022 | BDX Becton, Dickinson and Company | Sell - Position Exit | -1,533-100.0% |
Q4 2022Dec 31, 2022 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -1,643-100.0% |
Q4 2022Dec 31, 2022 | PGR Progressive Corporation (The) | Sell - Position Exit | -2,066-100.0% |
Q4 2022Dec 31, 2022 | EXPE Expedia Group, Inc. | Sell - Position Exit | -2,456-100.0% |
Q4 2022Dec 31, 2022 | DVA DaVita Inc. | Sell - Position Exit | -2,592-100.0% |
Q4 2022Dec 31, 2022 | MKC McCormick & Company, Incorporat | Sell - Position Exit | -3,042-100.0% |
Q4 2022Dec 31, 2022 | WRB W.R. Berkley Corporation | Sell - Position Exit | -3,330-100.0% |
Q4 2022Dec 31, 2022 | CHD Church & Dwight Company, Inc. | Sell - Position Exit | -3,745-100.0% |
Q4 2022Dec 31, 2022 | BXP BXP, Inc. | Sell - Position Exit | -3,932-100.0% |
Q4 2022Dec 31, 2022 | ATO Atmos Energy Corporation | Sell - Position Exit | -4,056-100.0% |
Q4 2022Dec 31, 2022 | HSIC Henry Schein, Inc. | Sell - Position Exit | -5,354-100.0% |
Q4 2022Dec 31, 2022 | VNO Vornado Realty Trust | Sell | -6,255-33.5% |
Q4 2022Dec 31, 2022 | JNPR Juniper Networks, Inc. | Sell - Position Exit | -7,983-100.0% |
Q4 2022Dec 31, 2022 | TDG Transdigm Group Incorporated | Sell | -10,416-1.8% |
Q4 2022Dec 31, 2022 | MCO Moody's Corporation | Sell | -34,594-6.2% |
Q4 2022Dec 31, 2022 | WDAY Workday, Inc. | Sell | -384,851-16.6% |
Q4 2022Dec 31, 2022 | PATH UiPath, Inc. | Sell - Position Exit | -5,839,446-100.0% |