Nat Simons Reduced Holdings in Q2 2024

Meritage Group LP

Stock	Shares change	Price Range	Shares Held
GE General Electric CO Industrials	-522K - 16.39%	$136.47 - $175.36 $71.2M - $91.5M	2.66M $423M
TOST Toast, Inc. Technology	-2.52M - 47.73%	$21.62 - $27.71 $54.5M - $69.9M	2.76M $71.2M
A Agilent Technologies, Inc. Healthcare	-192K - 8.87%	$129.63 - $154.64 $24.9M - $29.7M	1.97M $256M
ADI Analog Devices Inc Technology	-391K - 34.14%	$183.36 - $240.16 $71.6M - $93.8M	754K $172M
CRM Salesforce, Inc. Technology	-86.1K - 98.58%	$218.01 - $304.74 $18.8M - $26.2M	1.24K $319K
CHRW C. H. Robinson Worldwide, Inc. Industrials	-1.98K - 45.74%	$67.89 - $89.5 $134K - $177K	2.35K $206K
HUM Humana Inc Healthcare	-262 - 30.47%	$302.09 - $373.65 $79.1K - $97.9K	598 $223K
GOOG Alphabet Inc. Communication Services	-578 - 40.5%	$151.94 - $186.86 $87.8K - $108K	849 $155K
EXPD Expeditors International Of Washington Inc Industrials	-489 - 18.8%	$111.31 - $127.26 $54.4K - $62.2K	2.11K $263K
CHD Church & Dwight CO Inc Consumer Defensive	-306 - 9.85%	$101.08 - $109.91 $30.9K - $33.6K	2.8K $290K
GOOGL Alphabet Inc. Communication Services	-256 - 42.17%	$150.53 - $185.41 $38.5K - $47.5K	351 $63K
CINF Cincinnati Financial Corp Financial Services	-54 - 2.37%	$110.88 - $122.17 $5.99K - $6.6K	2.23K $262K
VRSK Verisk Analytics, Inc. Industrials	-209 - 15.07%	$217.96 - $272.27 $45.6K - $56.9K	1.18K $317K
KMB Kimberly Clark Corp Consumer Defensive	-116 - 5.49%	$123.89 - $141.67 $14.4K - $16.4K	2K $275K
TYL Tyler Technologies Inc Technology	-89 - 13.59%	$399.22 - $502.78 $35.5K - $44.7K	566 $284K

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