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 |
|---|---|---|---|
Q4 2015Dec 31, 2015 | HBI Hanesbrands Inc. | Buy - Position Entry | +1,598,019 |
Q4 2015Dec 31, 2015 | LKQ LKQ Corporation | Buy | +902,162+54.6% |
Q4 2015Dec 31, 2015 | SBH Sally Beauty Holdings, Inc. (Na | Buy | +686,428+10.3% |
Q4 2015Dec 31, 2015 | DHR Danaher Corporation | Buy - Position Entry | +568,527 |
Q4 2015Dec 31, 2015 | WBA Walgreens Boots Alliance, Inc. | Buy | +1,404+0.1% |
Q4 2015Dec 31, 2015 | ICE Intercontinental Exchange Inc. | Buy | +573+0.1% |
Q4 2015Dec 31, 2015 | MCO Moody's Corporation | Buy | +373+0.1% |
Q4 2015Dec 31, 2015 | WFC Wells Fargo & Company | Sell - Position Exit | -100,000-100.0% |
Q4 2015Dec 31, 2015 | BIDU Baidu, Inc. | Sell | -103,639-11.6% |
Q4 2015Dec 31, 2015 | UNP Union Pacific Corporation | Sell | -177,963-9.9% |
Q4 2015Dec 31, 2015 | JBLU JetBlue Airways Corporation | Sell - Position Exit | -560,034-100.0% |
Q4 2015Dec 31, 2015 | AMT American Tower Corporation (REI | Sell | -676,467-21.1% |
Q4 2015Dec 31, 2015 | ADSK Autodesk, Inc. | Sell | -1,158,989-95.1% |
Q4 2015Dec 31, 2015 | V Visa Inc. | Sell | -1,325,802-42.5% |
Q4 2015Dec 31, 2015 | MSFT Microsoft Corporation | Sell | -2,131,833-36.1% |
Q3 2015Sep 30, 2015 | ADSK Autodesk, Inc. | Buy - Position Entry | +1,218,338 |
Q3 2015Sep 30, 2015 | UNP Union Pacific Corporation | Buy | +292,946+19.5% |
Q3 2015Sep 30, 2015 | WFC Wells Fargo & Company | Buy - Position Entry | +100,000 |
Q3 2015Sep 30, 2015 | LKQ LKQ Corporation | Buy | +34,553+2.1% |
Q3 2015Sep 30, 2015 | SBH Sally Beauty Holdings, Inc. (Na | Buy | +7,203+0.1% |
Q3 2015Sep 30, 2015 | MSFT Microsoft Corporation | Buy | +5,391+0.1% |
Q3 2015Sep 30, 2015 | AMT American Tower Corporation (REI | Buy | +3,488+0.1% |
Q3 2015Sep 30, 2015 | WBA Walgreens Boots Alliance, Inc. | Buy | +1,852+0.1% |
Q3 2015Sep 30, 2015 | BIDU Baidu, Inc. | Buy | +970+0.1% |
Q3 2015Sep 30, 2015 | ICE Intercontinental Exchange Inc. | Buy | +756+0.1% |
Q3 2015Sep 30, 2015 | MCO Moody's Corporation | Buy | +491+0.1% |
Q3 2015Sep 30, 2015 | NEU NewMarket Corp | Sell - Position Exit | -44,654-100.0% |
Q3 2015Sep 30, 2015 | UAL United Airlines Holdings, Inc. | Sell - Position Exit | -144,751-100.0% |
Q3 2015Sep 30, 2015 | AZO AutoZone, Inc. | Sell - Position Exit | -219,239-100.0% |
Q3 2015Sep 30, 2015 | V Visa Inc. | Sell | -350,087-10.1% |