- Portfolio
- Activity
Nathaniel Simons Holdings Activity
Meritage Group Portfolio 13F
Meritage Group has disclosed a total of 51 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 12, bought 16 totally new, decreased the number of shares of 5 and completely sold out 18 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 (SHW) SHERWIN-WILLIAMS CO/THE (added shares +214.02%), (WDAY) WORKDAY INC-CLASS A (added shares +21.26%), (COUP) COUPA SOFTWARE INC (added shares +27.65%), (DLTR) DOLLAR TREE INC (added shares +37.6%) and (AMZN) AMAZONCOM INC (added shares +1.52%).
What does Nathaniel Simons invest in?
Nathaniel Simons's top 5 holdings (by % of portfolio) are (WDAY) WORKDAY INC-CLASS A (12.53%), (AMZN) AMAZONCOM INC (12.22%), (TDG) TRANSDIGM GROUP INC (10.72%), (CHTR) CHARTER COMMUNICATIONS INC-A (10.36%) and (SHW) SHERWIN-WILLIAMS CO/THE (9.85%).
In the latest report(s) the following changes have been made to the top investments: (WDAY) WORKDAY INC-CLASS A (added shares +21.26%), (AMZN) AMAZONCOM INC (added shares +1.52%), (TDG) TRANSDIGM GROUP INC (added shares +0.7%), (CHTR) CHARTER COMMUNICATIONS INC-A (reduced shares -4.66%) and (SHW) SHERWIN-WILLIAMS CO/THE (added shares +214.02%).
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.