- Portfolio
- Activity
Nathaniel Simons Holdings Activity
Meritage Group Portfolio 13F
Meritage Group has disclosed a total of 69 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 23, bought 15 totally new, decreased the number of shares of 18 and completely sold out 13 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has bought 38 securities out of which top 5 purchases (by % change to portfolio) are (AON) AON PLC-CLASS A (new buy), (CRH) CRH PLC (new buy), (PCOR) PROCORE TECHNOLOGIES INC (new buy), (WDAY) WORKDAY INC-CLASS A (added shares +27.55%) and (TOST) TOAST INC-CLASS A (added shares +37.33%).
What does Nathaniel Simons invest in?
Nathaniel Simons's top 5 holdings (by % of portfolio) are (GE) GENERAL ELECTRIC CO (13.17%), (TRU) TRANSUNION (9.67%), (WDAY) WORKDAY INC-CLASS A (8.21%), (CRL) CHARLES RIVER LABORATORIES (7.54%) and (A) AGILENT TECHNOLOGIES INC (7.42%).
In the latest report(s) the following changes have been made to the top investments: (GE) GENERAL ELECTRIC CO (reduced shares -16.7%), (TRU) TRANSUNION (added shares +2.33%), (WDAY) WORKDAY INC-CLASS A (added shares +27.55%), (CRL) CHARLES RIVER LABORATORIES (added shares +2.33%) and (A) AGILENT TECHNOLOGIES INC (added shares +2.33%).
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.