- Portfolio
- Activity
Nathaniel Simons Holdings Activity
Meritage Group Portfolio 13F
Meritage Group has disclosed a total of 74 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 24, bought 19 totally new, decreased the number of shares of 15 and completely sold out 16 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has bought 43 securities out of which top 5 purchases (by % change to portfolio) are (ADSK) AUTODESK INC (added shares +66.95%), (AON) AON PLC-CLASS A (added shares +41%), (CP) CANADIAN PACIFIC KANSAS CITY (added shares +40.21%), (PCOR) PROCORE TECHNOLOGIES INC (added shares +26.83%) and (SPY) SPDR S&P 500 ETF TRUST (added shares +97.68%).
What does Nathaniel Simons invest in?
Nathaniel Simons's top 5 holdings (by % of portfolio) are (GE) GENERAL ELECTRIC CO (10.76%), (TRU) TRANSUNION (9.78%), (ADSK) AUTODESK INC (8.92%), (AON) AON PLC-CLASS A (8.15%) and (AMZN) AMAZONCOM INC (8.11%).
In the latest report(s) the following changes have been made to the top investments: (GE) GENERAL ELECTRIC CO (reduced shares -16.39%), (TRU) TRANSUNION (added shares +0.86%), (ADSK) AUTODESK INC (added shares +66.95%), (AON) AON PLC-CLASS A (added shares +41%) and (AMZN) AMAZONCOM INC (added shares +0.89%).
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.