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 2022Sep 30, 2022 | VRSN VeriSign, Inc. | Sell - Position Exit | -1,460-100.0% |
Q3 2022Sep 30, 2022 | CLX Clorox Company (The) | Sell - Position Exit | -1,610-100.0% |
Q3 2022Sep 30, 2022 | AKAM Akamai Technologies, Inc. | Sell - Position Exit | -2,205-100.0% |
Q3 2022Sep 30, 2022 | VNO Vornado Realty Trust | Sell | -2,410-11.4% |
Q3 2022Sep 30, 2022 | AEE Ameren Corporation | Sell - Position Exit | -2,421-100.0% |
Q3 2022Sep 30, 2022 | VTR Ventas, Inc. | Sell - Position Exit | -4,273-100.0% |
Q3 2022Sep 30, 2022 | BRO Brown & Brown, Inc. | Sell - Position Exit | -4,640-100.0% |
Q3 2022Sep 30, 2022 | AWK American Water Works Company, I | Sell - Position Exit | -5,754-100.0% |
Q3 2022Sep 30, 2022 | BKR Baker Hughes Company | Sell - Position Exit | -7,174-100.0% |
Q3 2022Sep 30, 2022 | NWS News Corporation | Sell - Position Exit | -8,161-100.0% |
Q3 2022Sep 30, 2022 | NWSA News Corporation | Sell - Position Exit | -8,188-100.0% |
Q3 2022Sep 30, 2022 | UAA Under Armour, Inc. | Sell - Position Exit | -14,635-100.0% |
Q3 2022Sep 30, 2022 | UA Under Armour, Inc. | Sell - Position Exit | -43,651-100.0% |
Q3 2022Sep 30, 2022 | SPY SPDR S&P 500 | Sell | -44,877-47.9% |
Q3 2022Sep 30, 2022 | CHTR Charter Communications, Inc. | Sell | -46,941-4.7% |
Q3 2022Sep 30, 2022 | QSR Restaurant Brands International | Sell - Position Exit | -3,438,844-100.0% |
Q2 2022Jun 30, 2022 | PATH UiPath, Inc. | Buy - Position Entry | +5,742,855 |
Q2 2022Jun 30, 2022 | FRSH Freshworks Inc. | Buy - Position Entry | +2,914,703 |
Q2 2022Jun 30, 2022 | AMZN Amazon.com, Inc. | Buy | +2,863,139+2178.9% |
Q2 2022Jun 30, 2022 | WDAY Workday, Inc. | Buy | +786,869+70.2% |
Q2 2022Jun 30, 2022 | DLTR Dollar Tree, Inc. | Buy - Position Entry | +142,928 |
Q2 2022Jun 30, 2022 | CHTR Charter Communications, Inc. | Buy | +139,019+16.0% |
Q2 2022Jun 30, 2022 | SPY SPDR S&P 500 | Buy - Position Entry | +93,635 |
Q2 2022Jun 30, 2022 | UA Under Armour, Inc. | Buy | +36,816+538.6% |
Q2 2022Jun 30, 2022 | VNO Vornado Realty Trust | Buy | +11,311+115.6% |
Q2 2022Jun 30, 2022 | UAA Under Armour, Inc. | Buy | +10,963+298.6% |
Q2 2022Jun 30, 2022 | NWSA News Corporation | Buy - Position Entry | +8,188 |
Q2 2022Jun 30, 2022 | NWS News Corporation | Buy - Position Entry | +8,161 |
Q2 2022Jun 30, 2022 | BKR Baker Hughes Company | Buy - Position Entry | +7,174 |
Q2 2022Jun 30, 2022 | SHW Sherwin-Williams Company (The) | Buy | +5,647+1.3% |