Meritage Group LP, under direction of Nat Simons has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.25 Billion distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $559M, Trans Union with a value of $411M, Workday, Inc. with a value of $348M, Charles River Laboratories International, Inc. with a value of $320M, and Agilent Technologies, Inc. with a value of $315M.
Examining the 13F form we can see an decrease of $97.8M in the current position value, from $4.34B to 4.25B.
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.
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.
