Nat Simons Portfolio Holdings
Meritage Group LP
- $3.52 Billion
- Q2 2024
Meritage Group LP, under direction of Nat Simons has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.52 Billion distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $423M, Trans Union with a value of $385M, Autodesk, Inc. with a value of $351M, Aon PLC with a value of $321M, and Amazon Com Inc with a value of $319M.
Examining the 13F form we can see an decrease of $729M in the current position value, from $4.25B to 3.52B.
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
$3.52 Billion
Industrials: $1.26 Billion
Technology: $993 Million
Healthcare: $501 Million
Financial Services: $322 Million
Consumer Cyclical: $320 Million
Basic Materials: $63.3 Million
Consumer Defensive: $36.2 Million
ETFs: $17.8 Million
Other: $796,000
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.
Track Nat Simons's portfolio