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 | DGX Quest Diagnostics Incorporated | Sell - Position Exit | -18,747-100.0% |
Q1 2017Mar 31, 2017 | KMX CarMax Inc | Sell - Position Exit | -19,241-100.0% |
Q1 2017Mar 31, 2017 | JBHT J.B. Hunt Transport Services, I | Sell - Position Exit | -20,036-100.0% |
Q1 2017Mar 31, 2017 | CF CF Industries Holdings, Inc. | Sell - Position Exit | -20,756-100.0% |
Q1 2017Mar 31, 2017 | DFS Discover Financial Services | Sell - Position Exit | -20,777-100.0% |
Q1 2017Mar 31, 2017 | STT State Street Corporation | Sell - Position Exit | -20,900-100.0% |
Q1 2017Mar 31, 2017 | ADP Automatic Data Processing, Inc. | Sell - Position Exit | -22,033-100.0% |
Q1 2017Mar 31, 2017 | ROST Ross Stores, Inc. | Sell - Position Exit | -22,098-100.0% |
Q1 2017Mar 31, 2017 | TJX TJX Companies, Inc. (The) | Sell - Position Exit | -22,530-100.0% |
Q1 2017Mar 31, 2017 | DVA DaVita Inc. | Sell - Position Exit | -23,025-100.0% |
Q1 2017Mar 31, 2017 | IP International Paper Company | Sell - Position Exit | -23,327-100.0% |
Q1 2017Mar 31, 2017 | SEE Sealed Air Corporation | Sell - Position Exit | -24,134-100.0% |
Q1 2017Mar 31, 2017 | AMG Affiliated Managers Group, Inc. | Sell - Position Exit | -24,955-100.0% |
Q1 2017Mar 31, 2017 | HD Home Depot, Inc. (The) | Sell - Position Exit | -25,688-100.0% |
Q1 2017Mar 31, 2017 | LOW Lowe's Companies, Inc. | Sell - Position Exit | -30,320-100.0% |
Q1 2017Mar 31, 2017 | AFL AFLAC Incorporated | Sell - Position Exit | -30,581-100.0% |
Q1 2017Mar 31, 2017 | CHD Church & Dwight Company, Inc. | Sell - Position Exit | -30,989-100.0% |
Q1 2017Mar 31, 2017 | SYY Sysco Corporation | Sell - Position Exit | -32,511-100.0% |
Q1 2017Mar 31, 2017 | ECL Ecolab Inc. | Sell - Position Exit | -33,434-100.0% |
Q1 2017Mar 31, 2017 | SCHW Charles Schwab Corporation (The | Sell - Position Exit | -33,469-100.0% |
Q1 2017Mar 31, 2017 | RHI Robert Half Inc. | Sell - Position Exit | -33,713-100.0% |
Q1 2017Mar 31, 2017 | CAH Cardinal Health, Inc. | Sell - Position Exit | -35,112-100.0% |
Q1 2017Mar 31, 2017 | RSG Republic Services, Inc. | Sell - Position Exit | -39,400-100.0% |
Q1 2017Mar 31, 2017 | EXPD Expeditors International of Was | Sell - Position Exit | -40,131-100.0% |
Q1 2017Mar 31, 2017 | KR Kroger Company (The) | Sell - Position Exit | -42,562-100.0% |
Q1 2017Mar 31, 2017 | AVY Avery Dennison Corporation | Sell - Position Exit | -43,423-100.0% |
Q1 2017Mar 31, 2017 | CVS CVS Health Corporation | Sell - Position Exit | -43,916-100.0% |
Q1 2017Mar 31, 2017 | CSX CSX Corporation | Sell - Position Exit | -45,622-100.0% |
Q1 2017Mar 31, 2017 | BF-B Brown Forman Inc | Sell - Position Exit | -46,536-100.0% |
Q1 2017Mar 31, 2017 | PAYX Paychex, Inc. | Sell - Position Exit | -50,701-100.0% |