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 Q1 (47 results)

VTR

VENTAS INC

buy

+3,166

+0.00%

$53.43

18.87% $63.51

0.00%

DFS

DISCOVER FINANCIAL SERVICES

buy

+2,458

+0.00%

$94.79

111.04% $200.05

0.00%

SPY

SPDR S&P 500 ETF TRUST

buy

+1,224

+0.01%

$396.47

53.13% $607.12

0.00%

NWSA

NEWS CORP - CLASS A

buy

+5,163

+0.00%

$25.42

15.65% $29.40

0.00%

VNO

VORNADO REALTY TRUST

buy

+8,832

+0.01%

$45.40

20.95% $35.89

0.01%

CANADIAN PACIFIC RAILWAY LTD

buy

+1,631,957

+2.90%

$76.39

1.99% $77.91

0.00%

NWS

NEWS CORP - CLASS B

buy

+7,851

+0.00%

$23.44

43.88% $33.72

0.00%

BKR

BAKER HUGHES CO

buy

+11,774

+0.01%

$21.62

73.85% $37.58

0.00%

WEC

WEC ENERGY GROUP INC

buy

+2,502

+0.01%

$93.47

10.06% $102.87

0.00%

SLG2GBP

SL GREEN REALTY CORP

buy

+6,222

+0.01%

$69.91

0.00%

NFLX

NETFLIX INC

buy

+322,338

+3.22%

$521.66

144.46% $1,275.25

3.22%

CRM

SALESFORCECOM INC

+68.07%

+889,880

+3.61%

$211.87

26.38% $267.76

8.92%

TYL

TYLER TECHNOLOGIES INC

+48.50%

+227

+0.00%

$424.46

36.94% $581.24

0.01%

MCO

MOODY'S CORP

+44.86%

+294,286

+1.68%

$298.61

61.30% $481.65

5.44%

MKC

MCCORMICK & CO-NON VTG SHRS

+40.08%

+1,261

+0.00%

$89.18

17.42% $73.64

0.00%

FIS

FIDELITY NATIONAL INFO SERV

+12.42%

+417,838

+1.13%

$140.61

42.59% $80.73

10.20%

BIO

BIO-RAD LABORATORIES-A

+8.48%

+57

+0.00%

$570.64

57.77% $240.98

0.01%