Nat Simons Incresed Positions 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
DOW
Dow Inc.

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