Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q1 2025)
According to the SEC 13F filed on May 14, 2025, the Meritage Group portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2025, the filing reported:
Complete Exits - Aon Plc, CRH, Charles River Laboratories Inte, GE Aerospace, UnitedHealth Group Incorporated
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2025
|
ADI
Analog Devices, Inc.
|
Sell |
-219,799
|
|
Q1 2025
|
AMZN
Amazon.com, Inc.
|
Buy |
+219,405
|
|
Q1 2025
|
AON
Aon Plc
|
Sell - Position Exit |
-996,211
|
|
Q1 2025
|
COF
Capital One Financial Corporati
|
Buy |
+788,887
|
|
Q1 2025
|
CRH
CRH
|
Sell - Position Exit |
-1,633,095
|
|
Q1 2025
|
CRL
Charles River Laboratories Inte
|
Sell - Position Exit |
-1,074,120
|
|
Q1 2025
|
DLTR
Dollar Tree, Inc.
|
Sell |
-255,249
|
|
Q1 2025
|
EFX
Equifax, Inc.
|
Buy - Position Entry |
+402,901
|
|
Q1 2025
|
GE
GE Aerospace
|
Sell - Position Exit |
-1,231,708
|
|
Q1 2025
|
MCHP
Microchip Technology Incorporat
|
Buy |
+470,268
|
|
Q1 2025
|
MSFT
Microsoft Corporation
|
Buy - Position Entry |
+1,385,107
|
|
Q1 2025
|
TDG
Transdigm Group Incorporated
|
Sell |
-56,188
|
|
Q1 2025
|
TPX
Tempur Sealy International, Inc
|
Buy - Position Entry |
+1,894,377
|
|
Q1 2025
|
UNH
UnitedHealth Group Incorporated
|
Sell - Position Exit |
-300,755
|