Meritage Group LP, under direction of Nat Simons has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.66 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trans Union with a value of $397M, Aon PLC with a value of $358M, Workday, Inc. with a value of $333M, Amazon Com Inc with a value of $326M, and Autodesk, Inc. with a value of $280M.

Examining the 13F form we can see an decrease of $102M in the current position value, from $3.77B to 3.66B.

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 $3.66 Billion
Technology: $1.1 Billion
Industrials: $722 Million
Consumer Cyclical: $708 Million
Financial Services: $585 Million
Healthcare: $530 Million
Consumer Defensive: $23.5 Million
Basic Materials: $0

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

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 20
  • Current Value $3.66 Billion
  • Prior Value $3.77 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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