Nathaniel Simons's Portfolio

Meritage Group 13F holdings

What is Nathaniel Simons's portfolio?

Meritage Group has disclosed a total of 10 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $3,215,660,514.

What stocks does Nathaniel Simons own?

In Nathaniel Simons's portfolio as of 31 Dec 2025, the top 5 holdings are (MSFT) MICROSOFT CORP (18.98%), (TRU) TRANSUNION (14.23%), (COF) CAPITAL ONE FINANCIAL CORP (13.85%), (AMZN) AMAZONCOM INC (13.23%) and (WDAY) WORKDAY INC-CLASS A (10.77%).

To see the historical data of Meritage Group's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Meritage Group's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $3,215M+
Period: 2025 Q4
Number of stock: 10
Update: 13 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AMZN
AMAZONCOM INC
13.23%
1,843,006
$230.82
8.32% $250.02
$425,402,645
-18.39% (-415,350)
-2.98%
COF
CAPITAL ONE FINANCIAL CORP
13.85%
1,837,016
$242.36
26.71% $177.62
$445,219,198
-20.78% (-481,817)
-3.63%
EFX
EQUIFAX INC
1.12%
165,488
$216.98
21.58% $170.16
$35,907,586
-2.44% (-4,145)
-0.03%
MSFT
MICROSOFT CORP
18.98%
1,262,311
$483.62
11.64% $427.34
$610,478,846
+12.24% (+137,613)
+2.07%
MSCI
MSCI INC
8.33%
466,617
$573.73
6.95% $613.58
$267,712,171
+12.35% (+51,309)
+0.92%
PCOR
PROCORE TECHNOLOGIES INC
6.04%
2,669,593
$72.74
30.37% $50.65
$194,186,195
-2.13% (-58,125)
-0.13%
QSR
RESTAURANT BRANDS INTERN
6.79%
3,200,731
$68.23
6.64% $72.76
$218,385,876
-2.44% (-80,146)
-0.17%
TPX
TEMPUR SEALY INTERNATIONAL I
6.67%
2,403,651
$89.28
-
$214,597,961
-20.83% (-632,554)
-1.76%
TRU
TRANSUNION
14.23%
5,334,488
$85.75
19.08% $69.39
$457,432,346
-2.44% (-133,575)
-0.36%
WDAY
WORKDAY INC-CLASS A
10.77%
1,612,523
$214.78
31.60% $146.90
$346,337,690
+8.28% (+123,270)
+0.82%
10 of 10

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
A
AGILENT TECHNOLOGIES INC
1,325,963
-5.29%

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.