- Portfolio
- Activity
Nathaniel Simons Holdings Activity
Meritage Group Portfolio 13F
Meritage Group has disclosed a total of 15 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 5 totally new, decreased the number of shares of 4 and completely sold out 2 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (AON) AON PLC-CLASS A (new buy), (SPGI) S&P GLOBAL INC (new buy), (CSGP) COSTAR GROUP INC (new buy), (TOST) TOAST INC-CLASS A (new buy) and (SPY) SPDR S&P 500 ETF TRUST (new buy).
What does Nathaniel Simons invest in?
Nathaniel Simons's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (17.75%), (AMZN) AMAZONCOM INC (14.58%), (TRU) TRANSUNION (9.48%), (COF) CAPITAL ONE FINANCIAL CORP (9.04%) and (AON) AON PLC-CLASS A (8.28%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (added shares +0.65%), (AMZN) AMAZONCOM INC (added shares +0.65%), (TRU) TRANSUNION (reduced shares -31.9%), (COF) CAPITAL ONE FINANCIAL CORP (reduced shares -28.52%) and (AON) AON PLC-CLASS A (new buy).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.