- Portfolio
- Activity
Nathaniel Simons Holdings Activity
Meritage Group Portfolio 13F
Meritage Group has disclosed a total of 60 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 22, bought 12 totally new, decreased the number of shares of 20 and completely sold out 6 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has bought 34 securities out of which top 5 purchases (by % change to portfolio) are (CP) CANADIAN PACIFIC KANSAS CITY (new buy), (TRU) TRANSUNION (added shares +56.47%), (TOST) TOAST INC-CLASS A (new buy), (GE) GENERAL ELECTRIC CO (added shares +16.07%) and (A) AGILENT TECHNOLOGIES INC (added shares +28.34%).
What does Nathaniel Simons invest in?
Nathaniel Simons's top 5 holdings (by % of portfolio) are (GE) GENERAL ELECTRIC CO (11.23%), (SHW) SHERWIN-WILLIAMS CO/THE (8.14%), (TRU) TRANSUNION (7.96%), (A) AGILENT TECHNOLOGIES INC (6.78%) and (TDG) TRANSDIGM GROUP INC (6.71%).
In the latest report(s) the following changes have been made to the top investments: (GE) GENERAL ELECTRIC CO (added shares +16.07%), (SHW) SHERWIN-WILLIAMS CO/THE (added shares +0.48%), (TRU) TRANSUNION (added shares +56.47%), (A) AGILENT TECHNOLOGIES INC (added shares +28.34%) and (TDG) TRANSDIGM GROUP INC (added shares +0.48%).
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.