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 |
|---|---|---|---|
Q1 2024Mar 31, 2024 | ATO Atmos Energy Corporation | Buy | +7+0.3% |
Q1 2024Mar 31, 2024 | TYL Tyler Technologies, Inc. | Sell | -20-3.0% |
Q1 2024Mar 31, 2024 | BIO Bio-Rad Laboratories, Inc. | Sell | -61-7.5% |
Q1 2024Mar 31, 2024 | HSY The Hershey Company | Sell | -73-6.3% |
Q1 2024Mar 31, 2024 | MSCI MSCI Inc. | Sell | -90-19.2% |
Q1 2024Mar 31, 2024 | QRVO Qorvo, Inc. | Sell | -118-5.0% |
Q1 2024Mar 31, 2024 | GOOG Alphabet Inc. | Sell | -192-11.9% |
Q1 2024Mar 31, 2024 | CINF Cincinnati Financial Corporatio | Sell | -196-7.9% |
Q1 2024Mar 31, 2024 | CHD Church & Dwight Company, Inc. | Sell | -320-9.3% |
Q1 2024Mar 31, 2024 | BK The Bank of New York Mellon Cor | Sell | -354-7.0% |
Q1 2024Mar 31, 2024 | MKC McCormick & Company, Incorporat | Sell | -397-8.6% |
Q1 2024Mar 31, 2024 | DOW Dow Inc. | Sell | -620-11.8% |
Q1 2024Mar 31, 2024 | META Meta Platforms, Inc. | Sell - Position Exit | -740-100.0% |
Q1 2024Mar 31, 2024 | MRK Merck & Company, Inc. | Sell | -740-25.8% |
Q1 2024Mar 31, 2024 | MKTX MarketAxess Holdings, Inc. | Sell - Position Exit | -862-100.0% |
Q1 2024Mar 31, 2024 | CLX Clorox Company (The) | Sell - Position Exit | -1,932-100.0% |
Q1 2024Mar 31, 2024 | TER Teradyne, Inc. | Sell - Position Exit | -2,218-100.0% |
Q1 2024Mar 31, 2024 | WYNN Wynn Resorts, Limited | Sell - Position Exit | -2,593-100.0% |
Q1 2024Mar 31, 2024 | LUV Southwest Airlines Company | Sell | -2,625-24.5% |
Q1 2024Mar 31, 2024 | LYV Live Nation Entertainment, Inc. | Sell - Position Exit | -2,908-100.0% |
Q1 2024Mar 31, 2024 | KMX CarMax Inc | Sell - Position Exit | -3,467-100.0% |
Q1 2024Mar 31, 2024 | DD DuPont de Nemours, Inc. | Sell - Position Exit | -3,638-100.0% |
Q1 2024Mar 31, 2024 | BKR Baker Hughes Company | Sell - Position Exit | -6,913-100.0% |
Q1 2024Mar 31, 2024 | SPY SPDR S&P 500 | Sell | -79,514-82.8% |
Q1 2024Mar 31, 2024 | TDG Transdigm Group Incorporated | Sell | -143,399-49.7% |
Q1 2024Mar 31, 2024 | BL BlackLine, Inc. | Sell - Position Exit | -358,000-100.0% |
Q1 2024Mar 31, 2024 | GE GE Aerospace | Sell | -638,627-16.7% |
Q1 2024Mar 31, 2024 | DHR Danaher Corporation | Sell - Position Exit | -655,379-100.0% |
Q1 2024Mar 31, 2024 | CRM Salesforce, Inc. | Sell | -955,949-91.6% |
Q1 2024Mar 31, 2024 | PGR Progressive Corporation (The) | Sell - Position Exit | -1,056,631-100.0% |