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 |
|---|---|---|---|
Q2 2020Jun 30, 2020 | CAT Caterpillar, Inc. | Sell - Position Exit | -2,156-100.0% |
Q2 2020Jun 30, 2020 | IT Gartner, Inc. | Sell - Position Exit | -3,038-100.0% |
Q2 2020Jun 30, 2020 | NEM Newmont Corporation | Sell - Position Exit | -4,731-100.0% |
Q2 2020Jun 30, 2020 | L Loews Corporation | Sell - Position Exit | -5,838-100.0% |
Q2 2020Jun 30, 2020 | PWR Quanta Services, Inc. | Sell - Position Exit | -7,956-100.0% |
Q2 2020Jun 30, 2020 | XRAY DENTSPLY SIRONA Inc. | Sell - Position Exit | -9,428-100.0% |
Q2 2020Jun 30, 2020 | HST Host Hotels & Resorts, Inc. | Sell - Position Exit | -11,734-100.0% |
Q2 2020Jun 30, 2020 | NWSA News Corporation | Sell | -15,528-38.3% |
Q2 2020Jun 30, 2020 | SPY SPDR S&P 500 | Sell - Position Exit | -50,110-100.0% |
Q2 2020Jun 30, 2020 | AMZN Amazon.com, Inc. | Sell - Position Exit | -140,123-100.0% |
Q2 2020Jun 30, 2020 | SPGI S&P Global Inc. | Sell - Position Exit | -182,843-100.0% |
Q2 2020Jun 30, 2020 | MSFT Microsoft Corporation | Sell | -368,708-23.6% |
Q2 2020Jun 30, 2020 | FIS Fidelity National Information S | Sell | -396,657-9.9% |
Q2 2020Jun 30, 2020 | ADSK Autodesk, Inc. | Sell - Position Exit | -791,231-100.0% |
Q2 2020Jun 30, 2020 | IQV IQVIA Holdings, Inc. | Sell | -795,627-52.9% |
Q1 2020Mar 31, 2020 | QSR Restaurant Brands International | Buy | +2,238,519+86.8% |
Q1 2020Mar 31, 2020 | IQV IQVIA Holdings, Inc. | Buy - Position Entry | +1,503,377 |
Q1 2020Mar 31, 2020 | STZ Constellation Brands, Inc. | Buy - Position Entry | +555,827 |
Q1 2020Mar 31, 2020 | FIS Fidelity National Information S | Buy | +451,202+12.6% |
Q1 2020Mar 31, 2020 | CHTR Charter Communications, Inc. | Buy | +282,622+17.8% |
Q1 2020Mar 31, 2020 | CRM Salesforce, Inc. | Buy | +214,403+27.6% |
Q1 2020Mar 31, 2020 | MCO Moody's Corporation | Buy | +149,587+20.5% |
Q1 2020Mar 31, 2020 | SPY SPDR S&P 500 | Buy | +46,610+1331.7% |
Q1 2020Mar 31, 2020 | NWSA News Corporation | Buy - Position Entry | +40,585 |
Q1 2020Mar 31, 2020 | GOOG Alphabet Inc. | Buy | +12,523+9.8% |
Q1 2020Mar 31, 2020 | XRAY DENTSPLY SIRONA Inc. | Buy - Position Entry | +9,428 |
Q1 2020Mar 31, 2020 | NI NiSource Inc | Buy | +8,793+83.6% |
Q1 2020Mar 31, 2020 | PWR Quanta Services, Inc. | Buy - Position Entry | +7,956 |
Q1 2020Mar 31, 2020 | CNI Canadian National Railway Compa | Buy | +6,161+0.3% |
Q1 2020Mar 31, 2020 | L Loews Corporation | Buy - Position Entry | +5,838 |