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 Under $50 Millions

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

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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