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 2017Dec 31, 2017 | FIS Fidelity National Information S | Buy | +135,473+4.2% |
Q4 2017Dec 31, 2017 | TDG Transdigm Group Incorporated | Buy | +99,023+22.5% |
Q4 2017Dec 31, 2017 | GOOG Alphabet Inc. | Buy | +51,893+40.3% |
Q4 2017Dec 31, 2017 | V Visa Inc. | Buy | +27,742+1.1% |
Q4 2017Dec 31, 2017 | MCO Moody's Corporation | Buy | +13,036+1.1% |
Q4 2017Dec 31, 2017 | TMO Thermo Fisher Scientific Inc | Buy | +11,581+1.1% |
Q4 2017Dec 31, 2017 | SPGI S&P Global Inc. | Buy | +11,469+1.0% |
Q4 2017Dec 31, 2017 | GOOGL Alphabet Inc. | Buy | +1,418+1.1% |
Q4 2017Dec 31, 2017 | AMZN Amazon.com, Inc. | Sell | -49,660-15.8% |
Q4 2017Dec 31, 2017 | SHW Sherwin-Williams Company (The) | Sell | -54,727-6.7% |
Q4 2017Dec 31, 2017 | ADSK Autodesk, Inc. | Sell | -61,282-2.7% |
Q4 2017Dec 31, 2017 | SBAC SBA Communications Corporation | Sell | -721,498-36.6% |
Q3 2017Sep 30, 2017 | FIS Fidelity National Information S | Buy - Position Entry | +3,253,864 |
Q3 2017Sep 30, 2017 | ADSK Autodesk, Inc. | Buy | +2,187,774+3910.0% |
Q3 2017Sep 30, 2017 | TMO Thermo Fisher Scientific Inc | Buy - Position Entry | +1,064,394 |
Q3 2017Sep 30, 2017 | EFX Equifax, Inc. | Buy - Position Entry | +478,564 |
Q3 2017Sep 30, 2017 | MCO Moody's Corporation | Buy | +225,432+22.9% |
Q3 2017Sep 30, 2017 | CHTR Charter Communications, Inc. | Buy | +92,620+3.4% |
Q3 2017Sep 30, 2017 | AMZN Amazon.com, Inc. | Buy | +72,293+30.0% |
Q3 2017Sep 30, 2017 | SPY SPDR S&P 500 | Sell - Position Exit | -3,500-100.0% |
Q3 2017Sep 30, 2017 | SBAC SBA Communications Corporation | Sell | -333,777-14.5% |
Q3 2017Sep 30, 2017 | TPX Tempur Sealy International, Inc | Sell - Position Exit | -1,020,417-100.0% |
Q3 2017Sep 30, 2017 | ICE Intercontinental Exchange Inc. | Sell - Position Exit | -3,461,013-100.0% |
Q2 2017Jun 30, 2017 | CHTR Charter Communications, Inc. | Buy | +1,156,507+73.6% |
Q2 2017Jun 30, 2017 | TDG Transdigm Group Incorporated | Buy - Position Entry | +439,177 |
Q2 2017Jun 30, 2017 | SPY SPDR S&P 500 | Sell | -3,400-49.3% |
Q2 2017Jun 30, 2017 | ADSK Autodesk, Inc. | Sell | -18,010-24.3% |
Q2 2017Jun 30, 2017 | ABBV AbbVie Inc. | Sell - Position Exit | -615,007-100.0% |
Q2 2017Jun 30, 2017 | TPX Tempur Sealy International, Inc | Sell | -705,624-40.9% |
Q2 2017Jun 30, 2017 | CMCSA Comcast Corporation | Sell - Position Exit | -2,094,104-100.0% |