Nat Simons Portfolio Holdings
Meritage Group LP
- $4.25 Billion
- Q1 2024
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.