- 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 (2023 Q1) SEC report(s): increased the number of shares of 17, bought 22 totally new, decreased the number of shares of 11 and completely sold out 12 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has bought 39 securities out of which top 5 purchases (by % change to portfolio) are (GE) GENERAL ELECTRIC CO (new buy), (AVTR) AVANTOR INC (new buy), (EDR) ENDEAVOR GROUP HOLD-CLASS A (new buy), (BILL) BILLCOM HOLDINGS INC (new buy) and (NCNO) NCINO INC (new buy).
What does Nathaniel Simons invest in?
Nathaniel Simons's top 5 holdings (by % of portfolio) are (CRM) SALESFORCECOM INC (14.54%), (WDAY) WORKDAY INC-CLASS A (12.12%), (CHTR) CHARTER COMMUNICATIONS INC-A (10.69%), (AMZN) AMAZONCOM INC (9.78%) and (SHW) SHERWIN-WILLIAMS CO/THE (9.47%).
In the latest report(s) the following changes have been made to the top investments: (CRM) SALESFORCECOM INC (added shares +0.53%), (WDAY) WORKDAY INC-CLASS A (added shares +0.54%), (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +0.54%), (AMZN) AMAZONCOM INC (added shares +0.56%) and (SHW) SHERWIN-WILLIAMS CO/THE (added shares +0.54%).
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.