Nathaniel Simons
Meritage Group
Meritage Group Portfolio 13F
Nathaniel Simons Holdings Activity
- Portfolio value:
- $3.64B≈ (-$556M≈)
- Previous value:
- $4.19B≈
- # of changes:
- 15
- New positions:
- 3
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 14 May 2025
Meritage Group has disclosed a total of 15 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 3, bought 3 totally new, decreased the number of shares of 3 and completely sold out 6 position(s).
What stocks did Nathaniel Simons buy in 2025 Q1?
During 2025 Q1 Nathaniel Simons has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (MSFT) Microsoft Corp (new buy), (COF) Capital One Financial Corp (added shares +61.79%), (AMZN) Amazon.com Inc (added shares +14.76%), (MCHP) Microchip Technology Inc (added shares +18.60%) and (SGI) Somnigroup International Inc (new buy).
15 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Equifax Inc
|
new
|
+402,901
|
402,901
|
+2.7%
|
$243.56
|
-28.61%($173.88)
|
2.70%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Microsoft Corp
|
new
|
+1,385,107
|
1,385,107
|
+14.29%
|
$375.39
|
+22.85%($461.18)
|
14.29%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Somnigroup International Inc
|
new
|
+1,894,377
|
1,894,377
|
+3.12%
|
$59.88
|
+11.14%($66.55)
|
3.12%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Capital One Financial Corp
|
+61.79%
|
+788,887
|
2,065,594
|
+3.89%
|
$179.30
|
+15.87%($207.75)
|
10.18%
|
2024 Q4
|
≈ 0.50 years
|
|
|
|
Microchip Technology Inc
|
+18.60%
|
+470,268
|
2,999,177
|
+0.63%
|
$48.41
|
+55.57%($75.31)
|
3.99%
|
2024 Q4
|
≈ 0.50 years
|
|
|
|
Amazon.com Inc
|
+14.76%
|
+219,405
|
1,705,389
|
+1.15%
|
$190.26
|
+42.46%($271.05)
|
8.92%
|
2021 Q2
|
≈ 4.00 years
|
|
|
|
Analog Devices Inc
|
-35.43%
|
-219,799
|
400,645
|
-1.06%
|
$201.67
|
+82.57%($368.20)
|
2.22%
|
2023 Q2
|
≈ 2.00 years
|
|
|
|
Transdigm Group Incorporated
|
-59.47%
|
-56,188
|
38,290
|
-1.85%
|
$1,383.29
|
-8.88%($1,260.50)
|
1.46%
|
2017 Q2
|
≈ 8.00 years
|
|
|
|
Dollar Tree Inc
|
-81.42%
|
-255,249
|
58,257
|
-0.46%
|
$75.07
|
+70.31%($127.86)
|
0.12%
|
2022 Q2
|
≈ 3.00 years
|
|
|
|
GE Aerospace
|
-100%
|
-1,231,708
|
0
|
-4.9%
|
$166.79
|
+116.39%($360.91)
|
0.00%
|
2023 Q1
|
≈ 2.00 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.