Nathaniel Simons's Portfolio

Meritage Group 13F holdings

What is Nathaniel Simons's portfolio?

Meritage Group has disclosed a total of 22 security holdings in their (2024 Q3) SEC 13F filing(s) with portfolio value of $4,279,630,403.

What stocks does Nathaniel Simons own?

In Nathaniel Simons's portfolio as of 30 Sep 2024, the top 5 holdings are (TRU) TRANSUNION (10.47%), (ADSK) AUTODESK INC (8.42%), (AON) AON PLC-CLASS A (8.05%), (GE) GENERAL ELECTRIC CO (7.62%) and (CP) CANADIAN PACIFIC KANSAS CITY (7.54%).

To see the historical data of Meritage Group's portfolio holdings please click on the "2024 Q3" dropdown menu and select the date.

To see Meritage Group's original 13F reports (2024 Q3), please click on the "important" button.

Portfolio value: $4,279M+

Period: 2024 Q3

Number of stock: 22

Update: 15 Nov 2024

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

UNH

UNITEDHEALTH GROUP INC

0.41%

30,000

$584.68

2.19% $597.49

$17,540,400

buy

+0.41%

WDAY

WORKDAY INC-CLASS A

7.37%

1,291,132

$244.41

9.68% $268.07

$315,565,572

+0.21% (+2,735)

+0.02%

2 of 22

go to page

per page

Completely sold out

History

Ticker

Stock

Sold
Shares*

% change to
Portfolio

KMB

KIMBERLY-CLARK CORP

1,997

-0.01%

MKC

MCCORMICK & CO-NON VTG SHRS

2,351

-0.01%

MRK

MERCK & CO INC

2,292

-0.01%