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

2021 Q2 (42 results)

MOS

MOSAIC CO/THE

buy

+6,268

+0.00%

$31.91

11.16% $35.47

0.00%

OXY

OCCIDENTAL PETROLEUM CORP

buy

+7,573

+0.00%

$31.30

35.55% $42.42

0.00%

BRK.B

BERKSHIRE HATHAWAY INC CL-B

buy

+921

+0.00%

$277.96

74.92% $486.21

0.00%

AMZN

AMAZONCOM INC

buy

+1,781,000

+5.74%

$172.01

23.24% $211.99

5.74%

HLT

HILTON WORLDWIDE HOLDINGS IN

buy

+2,197

+0.00%

$120.62

110.35% $253.72

0.00%

EVEREST RE GROUP LTD

buy

+2,193

+0.01%

$252.17

39.31% $351.28

0.01%

APH

AMPHENOL CORP-CL A

buy

+11,832

+0.01%

$34.23

183.44% $97.02

0.00%

HRL

HORMEL FOODS CORP

buy

+3,960

+0.01%

$47.73

37.48% $29.84

0.00%

CNI

CANADIAN NATL RAILWAY CO

+190.49%

+884,798

+2.71%

$105.45

3.86% $101.38

4.14%

VTR

VENTAS INC

+120.95%

+5,433

+0.01%

$57.13

11.17% $63.51

0.00%

NWSA

NEWS CORP - CLASS A

+65.72%

+2,578

+0.00%

$25.77

14.08% $29.40

0.01%

BIO

BIO-RAD LABORATORIES-A

+19.48%

+142

+0.00%

$644.09

62.59% $240.98

0.01%

CRM

SALESFORCECOM INC

+12.10%

+265,811

+1.22%

$244.27

9.62% $267.76

11.28%

TYL

TYLER TECHNOLOGIES INC

+3.88%

+27

+0.00%

$452.91

28.33% $581.24

0.00%

NFLX

NETFLIX INC

+0.80%

+2,567

+0.03%

$528.21

141.43% $1,275.25

3.22%

FIS

FIDELITY NATIONAL INFO SERV

+0.72%

+27,135

+0.07%

$141.67

43.02% $80.73

10.12%

MCO

MOODY'S CORP

+0.72%

+4,026

+0.05%

$362.37

32.92% $481.65

6.50%

AON

AON PLC-CLASS A

+0.70%

+3,871

+0.03%

$238.76

48.46% $354.46

0.00%

TDG

TRANSDIGM GROUP INC

+0.67%

+2,399

+0.05%

$647.29

125.13% $1,457.24

8.09%

MSFT

MICROSOFT CORP

+0.66%

+5,997

+0.03%

$270.90

81.72% $492.27

4.61%

MIME

MIMECAST LTD

+0.64%

+15,263

+0.02%

$53.05

50.65% $79.92

2.37%

NWS

NEWS CORP - CLASS B

-0.15%

-12

-0.00%

$24.37

38.39% $33.72

0.00%

WDAY

WORKDAY INC-CLASS A

-0.26%

-3,002

-0.01%

$238.74

2.21% $233.46

5.09%

QSR

RESTAURANT BRANDS INTERN

-5.35%

-446,418

-0.54%

$64.44

0.65% $64.86

9.53%

GOOG

ALPHABET INC-CL C

-8.38%

-300,334

-1.05%

$125.32

36.85% $171.49

11.43%

CHTR

CHARTER COMMUNICATIONS INC-A

-10.09%

-110,674

-1.50%

$721.45

44.72% $398.85

13.35%

DOW

DOW INC

-18.60%

-977

-0.00%

$63.36

57.67% $26.82

0.01%

DFS

DISCOVER FINANCIAL SERVICES

-19.85%

-307

-0.00%

$118.27

69.14% $200.05

0.00%

REG

REGENCY CENTERS CORP

-20.39%

-820

-0.00%

$64.08

9.28% $70.03

0.01%

VNO

VORNADO REALTY TRUST

-46.14%

-4,075

-0.00%

$46.67

23.10% $35.89

0.00%

STZ

CONSTELLATION BRANDS INC-A

-90.03%

-1,315,274

-5.77%

$233.89

30.94% $161.53

0.00%

GOOGL

ALPHABET INC-CL A

-99.85%

-416,260

-0.95%

$121.88

40.05% $170.68

0.00%