Nat Simons Purchases in Q2 2024

Meritage Group LP

  • $3.52 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ADSK
Autodesk, Inc.

Technology
569K
+ 66.95%
$199.93 - $259.44 $114M - $148M
1.42M $351M
AON
Aon PLC

Financial Services
318K
+ 41.0%
$275.82 - $329.64 $87.6M - $105M
1.09M $321M
AMZN
Amazon Com Inc

Consumer Cyclical
14.6K
+ 0.89%
$173.67 - $197.85 $2.53M - $2.88M
1.65M $319M
SPY
Spdr S&P 500 ETF Trust

ETFs
16.2K
+ 97.68%
$495.16 - $548.49 $8.01M - $8.87M
32.7K $17.8M
TDG
Trans Digm Group Inc

Industrials
1.25K
+ 0.86%
$1187.7 - $1362.3 $1.49M - $1.7M
146K $187M
PCOR
Procore Technologies, Inc.

Technology
349K
+ 26.83%
$63.05 - $80.32 $22M - $28M
1.65M $109M
RSG
Republic Services, Inc.

Industrials
1.81K
New
$181.59 - $194.82 $328K - $352K
1.81K $351K
HAS
Hasbro, Inc.

Consumer Cyclical
5.7K
New
$54.82 - $65.03 $313K - $371K
5.7K $333K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
809
New
$396.73 - $420.24 $321K - $340K
809 $329K
WM
Waste Management Inc

Industrials
1.53K
New
$200.55 - $213.34 $306K - $325K
1.53K $325K
ROP
Roper Technologies Inc

Industrials
560
New
$510.82 - $563.66 $286K - $316K
560 $315K
CDW
Cdw Corp

Technology
1.31K
New
$214.61 - $255.76 $280K - $334K
1.31K $292K
WMT
Walmart Inc.

Consumer Defensive
4.2K
New
$58.85 - $68.9 $247K - $290K
4.2K $284K
RL
Ralph Lauren Corp

Consumer Cyclical
1.59K
New
$157.33 - $188.32 $250K - $299K
1.59K $277K
BX
Blackstone Inc.

Financial Services
2.17K
New
$116.13 - $132.0 $252K - $287K
2.17K $269K
VMC
Vulcan Materials CO

Basic Materials
1.07K
New
$244.64 - $272.07 $262K - $291K
1.07K $266K
HWM
Howmet Aerospace Inc.

Industrials
3.2K
New
$62.93 - $85.28 $201K - $273K
3.2K $248K
FAST
Fastenal CO

Industrials
3.92K
New
$62.84 - $76.63 $247K - $301K
3.92K $246K
META
Meta Platforms, Inc.

Communication Services
478
New
$430.17 - $527.34 $206K - $252K
478 $241K
SCHW
Schwab Charles Corp

Financial Services
3.18K
New
$70.03 - $78.9 $223K - $251K
3.18K $234K
CCL
Carnival Corp

Consumer Cyclical
12.2K
New
$13.9 - $18.72 $170K - $229K
12.2K $229K
FICO
Fair Isaac Corp

Technology
149
New
$1110.85 - $1488.66 $166K - $222K
149 $221K
NWS
News Corp New Cl B Com Stk (De

Communication Services
5.27K
New
$24.54 - $28.72 $129K - $151K
5.27K $149K
DOW
Dow Inc.

Basic Materials
2K
+ 43.23%
$52.96 - $59.99 $106K - $120K
6.64K $352K
NWSA
News Corp

Communication Services
2.99K
New
$23.8 - $27.89 $71.1K - $83.3K
2.99K $82K
ALL
Allstate Corp

Financial Services
604
+ 38.23%
$157.07 - $175.41 $94.9K - $106K
2.18K $348K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.3K
+ 26.94%
$53.86 - $62.02 $69.8K - $80.4K
6.11K $348K
BIO
Bio Rad Laboratories, Inc.

Healthcare
424
+ 56.08%
$268.26 - $339.48 $114K - $144K
1.18K $322K
IT
Gartner Inc

Technology
133
+ 22.97%
$412.59 - $477.44 $54.9K - $63.5K
712 $319K
DVA
Davita Inc.

Healthcare
223
+ 11.11%
$126.11 - $147.14 $28.1K - $32.8K
2.23K $309K
SWK
Stanley Black & Decker, Inc.

Industrials
993
+ 29.98%
$79.89 - $97.19 $79.3K - $96.5K
4.31K $343K
QRVO
Qorvo, Inc.

Technology
8
+ 0.36%
$95.67 - $118.83 $765 - $951
2.25K $261K
MRK
Merck & Co., Inc.

Healthcare
159
+ 7.45%
$123.8 - $132.96 $19.7K - $21.1K
2.29K $283K
MKC
Mccormick & CO Inc

Consumer Defensive
285
+ 6.73%
$67.67 - $78.27 $19.3K - $22.3K
4.52K $320K
VRSN
Verisign Inc

Technology
78
+ 4.83%
$168.32 - $191.42 $13.1K - $14.9K
1.69K $301K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.36K
+ 10.52%
$6.99 - $8.79 $9.49K - $11.9K
14.3K $106K
UNP
Union Pacific Corp

Industrials
10K
+ 0.86%
$221.38 - $247.4 $2.21M - $2.47M
1.17M $264M
TRU
Trans Union

Industrials
44.5K
+ 0.86%
$66.7 - $80.14 $2.97M - $3.56M
5.19M $385M
WDAY
Workday, Inc.

Technology
11K
+ 0.86%
$207.08 - $272.44 $2.29M - $3.01M
1.29M $288M
CRL
Charles River Laboratories International, Inc.

Healthcare
389
+ 0.03%
$206.39 - $268.73 $80.3K - $105K
1.18M $244M
CRH.L
Crh PLC

Basic Materials
14K
+ 0.86%
N/A
1.63M $0
Canadian Pacific Kansas City
1.08M
+ 40.21%
N/A
3.77M $0
Activity Summary
Buys All Purchases 43 New Holdings 19 Increased Positions 24 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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