- Portfolio
- Activity
Nathaniel Simons Holdings Activity
Meritage Group Portfolio 13F
Meritage Group has disclosed a total of 19 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 7 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 (MSCI) MSCI INC (new buy), (TRU) TRANSUNION (added shares +38.33%), (AMZN) AMAZONCOM INC (added shares +32.42%), (TPX) TEMPUR SEALY INTERNATIONAL I (added shares +60.27%) 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 (15.32%), (TRU) TRANSUNION (14.27%), (AMZN) AMAZONCOM INC (13.57%), (COF) CAPITAL ONE FINANCIAL CORP (13.51%) and (WDAY) WORKDAY INC-CLASS A (8.43%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -18.8%), (TRU) TRANSUNION (added shares +38.33%), (AMZN) AMAZONCOM INC (added shares +32.42%), (COF) CAPITAL ONE FINANCIAL CORP (added shares +12.26%) and (WDAY) WORKDAY INC-CLASS A (reduced shares -0.67%).
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.