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

2018 Q4 (21 results)

GOOG

ALPHABET INC-CL C

+167.42%

+3,198,200

+4.19%

$51.78

244.28% $178.27

6.70%

MSFT

MICROSOFT CORP

+118.27%

+1,130,308

+2.91%

$101.57

388.28% $495.94

5.36%

ELECTRONIC ARTS INC

+54.21%

+752,655

+1.50%

$78.91

99.90% $157.74

4.28%

TDG

TRANSDIGM GROUP INC

+22.19%

+122,627

+1.06%

$340.06

340.86% $1,499.17

5.81%

MCO

MOODY'S CORP

+18.85%

+176,442

+0.63%

$140.04

248.49% $488.03

3.96%

SPGI

S&P GLOBAL INC

+18.00%

+152,141

+0.65%

$169.94

204.64% $517.71

4.29%

SHW

SHERWIN-WILLIAMS CO/THE

+4.47%

+113,190

+0.38%

$131.15

163.60% $345.72

8.79%

SBAC

SBA COMMUNICATIONS CORP NEW CL-A

+0.88%

+10,859

+0.05%

$161.89

42.57% $230.80

5.23%

ELLI

ELLIE MAE INC

+0.88%

+5,087

+0.02%

$62.83

0.00%

GOOGL

ALPHABET INC-CL A

+0.88%

+14,817

+0.04%

$52.25

241.70% $178.53

4.18%

QSR

RESTAURANT BRANDS INTERN

+0.88%

+32,444

+0.04%

$52.30

24.95% $65.35

4.95%

CHTR

CHARTER COMMUNICATIONS INC-A

+0.88%

+27,563

+0.20%

$284.97

40.71% $400.97

22.91%

FIS

FIDELITY NATIONAL INFO SERV

-7.76%

-227,912

-0.59%

$102.55

21.21% $80.80

7.04%

AMZN

AMAZONCOM INC

-8.25%

-273,120

-0.52%

$75.10

197.34% $223.30

5.78%

ADSK

AUTODESK INC

-17.94%

-165,409

-1.03%

$128.61

137.25% $305.13

4.69%

TMO

THERMO FISHER SCIENTIFIC INC

-18.86%

-161,027

-0.95%

$223.79

82.44% $408.28

4.07%

SPY

SPDR S&P 500 ETF TRUST

-28.86%

-8,800

-0.06%

$249.94

146.02% $614.91

0.00%