Nathaniel Simons - Meritage Group Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 14, 2025
Total Stocks		17
Portfolio Value		$3.64B

Meritage Group Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q4 2016Dec 31, 2016	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy - Position Entry	+30,320	$2.16K	30,320
Q4 2016Dec 31, 2016	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy - Position Entry	+25,688	$3.44K	25,688
Q4 2016Dec 31, 2016	SEE Sealed Air Corporation	Sealed Air Corporation	Buy - Position Entry	+24,134	$1.09K	24,134
Q4 2016Dec 31, 2016	IP International Paper Company	International Paper Company	Buy - Position Entry	+23,327	$1.24K	23,327
Q4 2016Dec 31, 2016	DVA DaVita Inc.	DaVita Inc.	Buy - Position Entry	+23,025	$1.48K	23,025
Q4 2016Dec 31, 2016	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy - Position Entry	+22,530	$1.69K	22,530
Q4 2016Dec 31, 2016	ROST Ross Stores, Inc.	Ross Stores, Inc.	Buy - Position Entry	+22,098	$1.45K	22,098
Q4 2016Dec 31, 2016	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy - Position Entry	+22,033	$2.27K	22,033
Q4 2016Dec 31, 2016	STT State Street Corporation	State Street Corporation	Buy - Position Entry	+20,900	$1.62K	20,900
Q4 2016Dec 31, 2016	DFS Discover Financial Services	Discover Financial Services	Buy - Position Entry	+20,777	$1.50K	20,777
Q4 2016Dec 31, 2016	CF CF Industries Holdings, Inc.	CF Industries Holdings, Inc.	Buy - Position Entry	+20,756	$653.00	20,756
Q4 2016Dec 31, 2016	JBHT J.B. Hunt Transport Services, I	J.B. Hunt Transport Services, I	Buy - Position Entry	+20,036	$1.95K	20,036
Q4 2016Dec 31, 2016	KMX CarMax Inc	CarMax Inc	Buy - Position Entry	+19,241	$1.24K	19,241
Q4 2016Dec 31, 2016	DGX Quest Diagnostics Incorporated	Quest Diagnostics Incorporated	Buy - Position Entry	+18,747	$1.72K	18,747
Q4 2016Dec 31, 2016	CL Colgate-Palmolive Company	Colgate-Palmolive Company	Buy - Position Entry	+18,699	$1.22K	18,699
Q4 2016Dec 31, 2016	CRM Salesforce, Inc.	Salesforce, Inc.	Buy - Position Entry	+17,797	$1.22K	17,797
Q4 2016Dec 31, 2016	INTU Intuit Inc.	Intuit Inc.	Buy - Position Entry	+17,732	$2.03K	17,732
Q4 2016Dec 31, 2016	MO Altria Group, Inc.	Altria Group, Inc.	Buy - Position Entry	+17,671	$1.20K	17,671
Q4 2016Dec 31, 2016	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy - Position Entry	+16,798	$2.69K	16,798
Q4 2016Dec 31, 2016	R Ryder System, Inc.	Ryder System, Inc.	Buy - Position Entry	+15,441	$1.15K	15,441
Q4 2016Dec 31, 2016	NUE Nucor Corporation	Nucor Corporation	Buy - Position Entry	+15,297	$910.00	15,297
Q4 2016Dec 31, 2016	AIZ Assurant, Inc.	Assurant, Inc.	Buy - Position Entry	+13,307	$1.24K	13,307
Q4 2016Dec 31, 2016	FI Fiserv, Inc.	Fiserv, Inc.	Buy - Position Entry	+11,987	$1.27K	11,987
Q4 2016Dec 31, 2016	HSIC Henry Schein, Inc.	Henry Schein, Inc.	Buy - Position Entry	+11,696	$1.77K	11,696
Q4 2016Dec 31, 2016	SJM The J.M. Smucker Company	The J.M. Smucker Company	Buy - Position Entry	+11,561	$1.48K	11,561
Q4 2016Dec 31, 2016	FDX FedEx Corporation	FedEx Corporation	Buy - Position Entry	+11,260	$2.10K	11,260
Q4 2016Dec 31, 2016	CME CME Group Inc.	CME Group Inc.	Buy - Position Entry	+10,307	$1.19K	10,307
Q4 2016Dec 31, 2016	SPY SPDR S&P 500	SPDR S&P 500	Buy - Position Entry	+9,267	$2.07K	9,267
Q4 2016Dec 31, 2016	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+7,507+12.6%	$4.96K	66,972
Q4 2016Dec 31, 2016	SNA Snap-On Incorporated	Snap-On Incorporated	Buy - Position Entry	+6,821	$1.17K	6,821

Page 42 of 49 • 1468 total trades

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