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 |
|---|---|---|---|
Q1 2017Mar 31, 2017 | SBAC SBA Communications Corporation | Buy - Position Entry | +2,302,992 |
Q1 2017Mar 31, 2017 | TPX Tempur Sealy International, Inc | Buy - Position Entry | +1,726,041 |
Q1 2017Mar 31, 2017 | CMCSA Comcast Corporation | Buy | +1,024,125+95.7% |
Q1 2017Mar 31, 2017 | ABBV AbbVie Inc. | Buy | +299,618+95.0% |
Q1 2017Mar 31, 2017 | AMZN Amazon.com, Inc. | Buy - Position Entry | +241,080 |
Q1 2017Mar 31, 2017 | GOOG Alphabet Inc. | Buy - Position Entry | +128,813 |
Q1 2017Mar 31, 2017 | ADSK Autodesk, Inc. | Buy | +6,992+10.4% |
Q1 2017Mar 31, 2017 | ICE Intercontinental Exchange Inc. | Buy | +3,598+0.1% |
Q1 2017Mar 31, 2017 | V Visa Inc. | Buy | +2,125+0.1% |
Q1 2017Mar 31, 2017 | CHTR Charter Communications, Inc. | Buy | +1,742+0.1% |
Q1 2017Mar 31, 2017 | MCO Moody's Corporation | Buy | +1,136+0.1% |
Q1 2017Mar 31, 2017 | SPGI S&P Global Inc. | Buy | +1,110+0.1% |
Q1 2017Mar 31, 2017 | GOOGL Alphabet Inc. | Buy | +62+0.0% |
Q1 2017Mar 31, 2017 | SPY SPDR S&P 500 | Sell | -2,367-25.5% |
Q1 2017Mar 31, 2017 | BFH Bread Financial Holdings, Inc. | Sell - Position Exit | -4,554-100.0% |
Q1 2017Mar 31, 2017 | SHW Sherwin-Williams Company (The) | Sell | -6,268-0.8% |
Q1 2017Mar 31, 2017 | SNA Snap-On Incorporated | Sell - Position Exit | -6,821-100.0% |
Q1 2017Mar 31, 2017 | CME CME Group Inc. | Sell - Position Exit | -10,307-100.0% |
Q1 2017Mar 31, 2017 | FDX FedEx Corporation | Sell - Position Exit | -11,260-100.0% |
Q1 2017Mar 31, 2017 | SJM The J.M. Smucker Company | Sell - Position Exit | -11,561-100.0% |
Q1 2017Mar 31, 2017 | HSIC Henry Schein, Inc. | Sell - Position Exit | -11,696-100.0% |
Q1 2017Mar 31, 2017 | FI Fiserv, Inc. | Sell - Position Exit | -11,987-100.0% |
Q1 2017Mar 31, 2017 | AIZ Assurant, Inc. | Sell - Position Exit | -13,307-100.0% |
Q1 2017Mar 31, 2017 | NUE Nucor Corporation | Sell - Position Exit | -15,297-100.0% |
Q1 2017Mar 31, 2017 | R Ryder System, Inc. | Sell - Position Exit | -15,441-100.0% |
Q1 2017Mar 31, 2017 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -16,798-100.0% |
Q1 2017Mar 31, 2017 | MO Altria Group, Inc. | Sell - Position Exit | -17,671-100.0% |
Q1 2017Mar 31, 2017 | INTU Intuit Inc. | Sell - Position Exit | -17,732-100.0% |
Q1 2017Mar 31, 2017 | CRM Salesforce, Inc. | Sell - Position Exit | -17,797-100.0% |
Q1 2017Mar 31, 2017 | CL Colgate-Palmolive Company | Sell - Position Exit | -18,699-100.0% |