- Portfolio
- Activity
Nathaniel Simons Holdings Activity
Meritage Group Portfolio 13F
Meritage Group has disclosed a total of 62 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 7, bought 4 totally new, decreased the number of shares of 9 and completely sold out 42 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (ABNB) AIRBNB INC-CLASS A (new buy), (HCA) HCA HEALTHCARE INC (new buy), (PCOR) PROCORE TECHNOLOGIES INC (added shares +66.65%), (UNH) UNITEDHEALTH GROUP INC (new buy) and (QSR) RESTAURANT BRANDS INTERN (new buy).
What does Nathaniel Simons invest in?
Nathaniel Simons's top 5 holdings (by % of portfolio) are (TRU) TRANSUNION (10.47%), (ADSK) AUTODESK INC (8.42%), (AON) AON PLC-CLASS A (8.05%), (GE) GENERAL ELECTRIC CO (7.62%) and (CP) CANADIAN PACIFIC KANSAS CITY (7.54%).
In the latest report(s) the following changes have been made to the top investments: (TRU) TRANSUNION (reduced shares -17.6%), (ADSK) AUTODESK INC (reduced shares -7.8%), (AON) AON PLC-CLASS A (reduced shares -8.78%), (GE) GENERAL ELECTRIC CO (reduced shares -35.04%) and (CP) CANADIAN PACIFIC KANSAS CITY (added shares +0.21%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.