Nathaniel Simons Holdings Activity

Meritage Group Portfolio 13F

Meritage Group has disclosed a total of 15 changes to the portfolio in the latest (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 is Nathaniel Simons buying now?

In the recent quarter Nathaniel Simons has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (MSFT) MICROSOFT CORP (new buy), (COF) CAPITAL ONE FINANCIAL CORP (added shares +61.79%), (TPX) TEMPUR SEALY INTERNATIONAL I (new buy), (EFX) EQUIFAX INC (new buy) and (AMZN) AMAZONCOM INC (added shares +14.76%).

What does Nathaniel Simons invest in?

Nathaniel Simons's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (14.29%), (COF) CAPITAL ONE FINANCIAL CORP (10.18%), (TRU) TRANSUNION (9.76%), (AMZN) AMAZONCOM INC (8.92%) and (WDAY) WORKDAY INC-CLASS A (8.29%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (new buy), (COF) CAPITAL ONE FINANCIAL CORP (added shares +61.79%) and (AMZN) AMAZONCOM INC (added shares +14.76%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2025 Q1 (3 results)

EFX

EQUIFAX INC

buy

+237,711

+2.70%

$243.56

6.47% $259.33

2.70%

MSFT

MICROSOFT CORP

buy

+1,385,107

+14.29%

$375.39

34.69% $505.62

14.29%

TPX

TEMPUR SEALY INTERNATIONAL I

buy

+1,894,377

+3.12%

$59.88

9.90% $65.81

3.12%

2024 Q4 (3 results)

COF

CAPITAL ONE FINANCIAL CORP

buy

+1,276,707

+5.43%

$178.32

21.48% $216.62

5.43%

MCHP

MICROCHIP TECHNOLOGY INC

buy

+1,340,321

+3.46%

$57.35

29.78% $74.43

3.46%

PRM

PERIMETER SOLUTIONS INC

buy

+3,916,272

+1.19%

$12.78

30.52% $16.68

0.00%

2024 Q3 (4 results)

ABNB

AIRBNB INC-CLASS A

buy

+1,212,371

+3.76%

$126.81

7.81% $136.71

3.76%

HCA

HCA HEALTHCARE INC

buy

+370,416

+3.52%

$406.43

10.79% $362.58

0.00%

QSR

RESTAURANT BRANDS INTERN

buy

+56,000

+0.09%

$72.12

5.77% $67.96

0.09%

UNH

UNITEDHEALTH GROUP INC

buy

+30,000

+0.41%

$584.68

49.97% $292.49

0.41%

2024 Q2 (19 results)

BRK.B

BERKSHIRE HATHAWAY INC CL-B

buy

+809

+0.01%

$406.80

15.86% $471.31

0.00%

BLACKSTONE INC

buy

+1,358

+0.01%

$123.80

34.02% $165.92

0.00%

CCL

CARNIVAL CORP

buy

+12,248

+0.01%

$18.72

55.13% $29.04

0.00%

CDW

CDW CORP/DE

buy

+796

+0.01%

$223.84

21.49% $175.73

0.00%

FICO

FAIR ISAAC CORP

buy

+149

+0.01%

$1,488.66

3.23% $1,536.75

0.00%

FAST

FASTENAL CO

buy

+7,846

+0.01%

$31.42

45.13% $45.60

0.00%

HAS

HASBRO INC

buy

+5,703

+0.01%

$58.50

29.78% $75.92

0.00%

HWM

HOWMET AEROSPACE INC

buy

+1,711

+0.01%

$77.63

137.41% $184.30

0.00%