Nat Simons Portfolio Holdings

Meritage Group LP

  • $3.42 Billion
  • Q3 2025

Meritage Group LP, under direction of Nat Simons has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.42 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $583M, Amazon Com Inc with a value of $496M, Capital One Financial Corp with a value of $493M, Trans Union with a value of $458M, and Workday, Inc. with a value of $359M.

Examining the 13F form we can see an decrease of $197M in the current position value, from $3.62B to 3.42B.

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 $3.42 Billion
Technology: $1.14 Billion
Consumer Cyclical: $881 Million
Financial Services: $729 Million
Industrials: $502 Million
Healthcare: $170 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.92B
$175 Million 5.11% of portfolio
3,036,205
Q2 2025 Added 60.27%
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 11
  • Current Value $3.42 Billion
  • Prior Value $3.62 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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