Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q4 2024)
As of Dec 31, 2024, the Meritage Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q4 2024, the filing reported:
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2024
|
ADI
Analog Devices, Inc.
|
Sell |
-134,780
|
|
Q4 2024
|
ADSK
Autodesk, Inc.
|
Sell |
-169,715
|
|
Q4 2024
|
COF
Capital One Financial Corporati
|
Buy - Position Entry |
+1,276,707
|
|
Q4 2024
|
CRL
Charles River Laboratories Inte
|
Sell |
-111,047
|
|
Q4 2024
|
DLTR
Dollar Tree, Inc.
|
Sell |
-11,735
|
|
Q4 2024
|
GE
GE Aerospace
|
Sell |
-498,134
|
|
Q4 2024
|
HCA
HCA Healthcare, Inc.
|
Sell - Position Exit |
-370,416
|
|
Q4 2024
|
MCHP
Microchip Technology Incorporat
|
Buy - Position Entry |
+2,528,909
|
|
Q4 2024
|
QSR
Restaurant Brands International
|
Buy |
+3,245,689
|
|
Q4 2024
|
SPY
SPDR S&P 500
|
Sell - Position Exit |
-9,322
|
|
Q4 2024
|
TOST
Toast, Inc.
|
Sell - Position Exit |
-2,768,088
|
|
Q4 2024
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+270,755
|
|
Q4 2024
|
UNP
Union Pacific Corporation
|
Sell - Position Exit |
-1,122,794
|