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
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
0 of 22

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
4,522
-0.01%
MRK
MERCK & CO INC
2,292
-0.01%
META
META PLATFORMS INC-CLASS A
478
-0.01%
NWSA
NEWS CORP - CLASS A
2,988
-0.00%
NWS
NEWS CORP - CLASS B
5,267
-0.00%
ORLY
O'REILLY AUTOMOTIVE INC
306
-0.01%
QRVO
QORVO INC
2,252
-0.01%
RL
RALPH LAUREN CORP
1,588
-0.01%
RSG
REPUBLIC SERVICES INC
1,807
-0.01%

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.