- Portfolio
- Activity
Nathaniel Simons Holdings Activity
Meritage Group Portfolio 13F
Meritage Group has disclosed a total of 15 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 2, bought 3 totally new, decreased the number of shares of 5 and completely sold out 5 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has purchased 5 securities: (COF) CAPITAL ONE FINANCIAL CORP (new buy), (QSR) RESTAURANT BRANDS INTERN (added shares +5795.87%), (MCHP) MICROCHIP TECHNOLOGY INC (new buy), (UNH) UNITEDHEALTH GROUP INC (added shares +902.52%) and (PRM) PERIMETER SOLUTIONS INC (new buy).
What does Nathaniel Simons invest in?
Nathaniel Simons's top 5 holdings (by % of portfolio) are (TRU) TRANSUNION (9.46%), (AON) AON PLC-CLASS A (8.53%), (ADSK) AUTODESK INC (8.02%), (WDAY) WORKDAY INC-CLASS A (7.94%) and (AMZN) AMAZONCOM INC (7.77%).
In the latest report(s) the following change has been made to the top investments: (ADSK) AUTODESK INC (reduced shares -12.98%).
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.