Nathaniel Simons Holdings Activity
Meritage Group Portfolio 13F
Meritage Group has disclosed a total of 62 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 16, bought 12 totally new, decreased the number of shares of 20 and completely sold out 14 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has bought 28 securities out of which top 5 purchases (by % change to portfolio) are (A) AGILENT TECHNOLOGIES INC (new buy), (CRL) CHARLES RIVER LABORATORIES (new buy), (ADSK) AUTODESK INC (new buy), (PAYC) PAYCOM SOFTWARE INC (new buy) and (ADI) ANALOG DEVICES INC (added shares +74.3%).
What does Nathaniel Simons invest in?
Nathaniel Simons's top 5 holdings (by % of portfolio) are (GE) GENERAL ELECTRIC CO (9.96%), (SHW) SHERWIN-WILLIAMS CO/THE (7.87%), (PGR) PROGRESSIVE CORP (7.6%), (WDAY) WORKDAY INC-CLASS A (6.89%) and (AMZN) AMAZONCOM INC (6.83%).
In the latest report(s) the following changes have been made to the top investments: (GE) GENERAL ELECTRIC CO (added shares +3.45%), (SHW) SHERWIN-WILLIAMS CO/THE (reduced shares -20.04%), (PGR) PROGRESSIVE CORP (added shares +14.95%), (WDAY) WORKDAY INC-CLASS A (reduced shares -16.05%) and (AMZN) AMAZONCOM INC (reduced shares -12.56%).
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.