Nathaniel Simons recent buys & sells (2024 Q4)
Meritage Group
Meritage Group Portfolio Changes
Purchase & sale details
- Portfolio value:
- $4.19B (-$85M)
- Previous value:
- $4.28B
- # of changes:
- 14
- New positions:
- 2
- Reported for:
- 31 Dec 2024 (Q4)
- Latest filing date:
- 13 Feb 2025
Meritage Group has disclosed a total of 14 changes to the portfolio in the (2024 Q4) SEC report(s): increased the number of shares of 2, bought 2 totally new, decreased the number of shares of 6 and completely sold out 4 position(s).
What stocks did Nathaniel Simons buy in 2024 Q4?
In the 2024 Q4 report(s) the following change has been made to the top investments: (ADSK) Autodesk Inc (reduced shares -12.98%).
14 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Capital One Financial Corp
|
new
|
+1,276,707
|
1,276,707
|
+5.43%
|
$178.32
|
+12.84%($201.21)
|
5.43%
|
2024 Q4
|
~0.25 years
|
|
|
|
Microchip Technology Inc
|
new
|
+2,528,909
|
2,528,909
|
+3.46%
|
$57.35
|
+30.18%($74.66)
|
3.46%
|
2024 Q4
|
~0.25 years
|
|
|
|
Restaurant Brands International Inc
|
+5,795.87%
|
+3,245,689
|
3,301,689
|
+5.04%
|
$65.18
|
+14.92%($74.90)
|
5.13%
|
2024 Q3
|
~0.50 years
|
|
|
|
UnitedHealth Group Incorporated
|
+902.52%
|
+270,755
|
300,755
|
+3.27%
|
$505.86
|
-20.54%($401.95)
|
3.63%
|
2024 Q3
|
~0.50 years
|
|
|
|
Dollar Tree Inc
|
-3.61%
|
-11,735
|
313,506
|
-0.02%
|
$74.94
|
+66.29%($124.62)
|
0.56%
|
2022 Q2
|
~2.75 years
|
|
|
|
Charles River Laboratories
|
-9.37%
|
-111,047
|
1,074,120
|
-0.48%
|
$184.60
|
+62.15%($299.32)
|
4.73%
|
2023 Q3
|
~1.50 years
|
|
|
|
Autodesk Inc
|
-12.98%
|
-169,715
|
1,138,082
|
-1.17%
|
$295.57
|
-19.22%($238.75)
|
8.02%
|
2023 Q3
|
~1.50 years
|
|
|
|
Analog Devices Inc
|
-17.85%
|
-134,780
|
620,444
|
-0.67%
|
$212.46
|
+89.10%($401.76)
|
3.14%
|
2023 Q2
|
~1.75 years
|
|
|
|
GE Aerospace
|
-28.80%
|
-498,134
|
1,231,708
|
-1.94%
|
$166.79
|
+89.89%($316.71)
|
4.90%
|
2023 Q1
|
~2.00 years
|
|
|
|
Perimeter Solutions SA
|
-51.05%
|
-4,083,728
|
3,916,272
|
-1.22%
|
$12.78
|
+108.80%($26.68)
|
1.19%
|
2021 Q4
|
~3.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".