Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q4 2024)
According to the SEC 13F filed on Feb 13, 2025, the Meritage Group portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2024. 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
|