Meritage Group LP, under direction of Nat Simons has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.77 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trans Union with a value of $448M, Aon PLC with a value of $345M, General Electric CO with a value of $326M, Autodesk, Inc. with a value of $321M, and Workday, Inc. with a value of $316M.

Examining the 13F form we can see an increase of $249M in the current position value, from $3.52B to 3.77B.

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 $3.77 Billion
Industrials: $1.19 Billion
Technology: $1.06 Billion
Healthcare: $600 Million
Consumer Cyclical: $442 Million
Financial Services: $345 Million
Basic Materials: $107 Million
Consumer Defensive: $22.9 Million
ETFs: $5.35 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Nat Simons

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.
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Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $3.77 Billion
  • Prior Value $3.52 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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