Nathaniel Simons - Meritage Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 17 | |
| Portfolio Value | $3.64B |
Meritage Group Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2024Sep 30, 2024 | IT Gartner, Inc. | Sell - Position Exit | -712-100.0% |
Q3 2024Sep 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -809-100.0% |
Q3 2024Sep 30, 2024 | GOOG Alphabet Inc. | Sell - Position Exit | -849-100.0% |
Q3 2024Sep 30, 2024 | VMC Vulcan Materials Company (Holdi | Sell - Position Exit | -1,071-100.0% |
Q3 2024Sep 30, 2024 | VRSK Verisk Analytics, Inc. | Sell - Position Exit | -1,178-100.0% |
Q3 2024Sep 30, 2024 | BIO Bio-Rad Laboratories, Inc. | Sell - Position Exit | -1,180-100.0% |
Q3 2024Sep 30, 2024 | CRM Salesforce, Inc. | Sell - Position Exit | -1,243-100.0% |
Q3 2024Sep 30, 2024 | CDW CDW Corporation | Sell - Position Exit | -1,305-100.0% |
Q3 2024Sep 30, 2024 | WM Waste Management, Inc. | Sell - Position Exit | -1,525-100.0% |
Q3 2024Sep 30, 2024 | RL Ralph Lauren Corporation | Sell - Position Exit | -1,588-100.0% |
Q3 2024Sep 30, 2024 | VRSN VeriSign, Inc. | Sell - Position Exit | -1,693-100.0% |
Q3 2024Sep 30, 2024 | RSG Republic Services, Inc. | Sell - Position Exit | -1,807-100.0% |
Q3 2024Sep 30, 2024 | KMB Kimberly-Clark Corporation | Sell - Position Exit | -1,997-100.0% |
Q3 2024Sep 30, 2024 | EXPD Expeditors International of Was | Sell - Position Exit | -2,112-100.0% |
Q3 2024Sep 30, 2024 | BX Blackstone Inc. | Sell - Position Exit | -2,173-100.0% |
Q3 2024Sep 30, 2024 | ALL Allstate Corporation (The) | Sell - Position Exit | -2,184-100.0% |
Q3 2024Sep 30, 2024 | CINF Cincinnati Financial Corporatio | Sell - Position Exit | -2,226-100.0% |
Q3 2024Sep 30, 2024 | DVA DaVita Inc. | Sell - Position Exit | -2,230-100.0% |
Q3 2024Sep 30, 2024 | QRVO Qorvo, Inc. | Sell - Position Exit | -2,252-100.0% |
Q3 2024Sep 30, 2024 | MRK Merck & Company, Inc. | Sell - Position Exit | -2,292-100.0% |
Q3 2024Sep 30, 2024 | CHRW C.H. Robinson Worldwide, Inc. | Sell - Position Exit | -2,348-100.0% |
Q3 2024Sep 30, 2024 | CHD Church & Dwight Company, Inc. | Sell - Position Exit | -2,801-100.0% |
Q3 2024Sep 30, 2024 | NWSA News Corporation | Sell - Position Exit | -2,988-100.0% |
Q3 2024Sep 30, 2024 | SCHW Charles Schwab Corporation (The | Sell - Position Exit | -3,180-100.0% |
Q3 2024Sep 30, 2024 | HWM Howmet Aerospace Inc. | Sell - Position Exit | -3,199-100.0% |
Q3 2024Sep 30, 2024 | FAST Fastenal Company | Sell - Position Exit | -3,923-100.0% |
Q3 2024Sep 30, 2024 | WMT Walmart Inc. | Sell - Position Exit | -4,203-100.0% |
Q3 2024Sep 30, 2024 | SWK Stanley Black & Decker, Inc. | Sell - Position Exit | -4,305-100.0% |
Q3 2024Sep 30, 2024 | MKC McCormick & Company, Incorporat | Sell - Position Exit | -4,522-100.0% |
Q3 2024Sep 30, 2024 | NWS News Corporation | Sell - Position Exit | -5,267-100.0% |