Nat Simons Portfolio Holdings
Meritage Group LP
- $3.35 Billion
- Q1 2025
Meritage Group LP, under direction of Nat Simons has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.35 Billion distributed in 17 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $520M, Capital One Financial Corp with a value of $370M, Trans Union with a value of $355M, Amazon Com Inc with a value of $324M, and Workday, Inc. with a value of $302M.
Examining the 13F form we can see an decrease of $313M in the current position value, from $3.66B to 3.35B.
Meritage Group LP is based out at San Francisco, CA
Below you can find more details about Nat Simons portfolio as well as his latest detailed transactions.
Portfolio value
$3.35 Billion
Technology: $1.51 Billion
Consumer Cyclical: $805 Million
Industrials: $506 Million
Financial Services: $370 Million
Healthcare: $156 Million
Consumer Defensive: $4.37 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Nat Simons
Nat Simons is the founder and CEO of Meritage Group, an investment firm that focuses on value investing. Simons is known for his expertise in value investing and his disciplined approach to investing. He has been involved in a number of successful investments over the course of his career.
Track Nat Simons's portfolio