Nathaniel Simons Meritage Group Investment Activity Analysis for Q1 2025

In this detailed analysis of Nathaniel Simons' portfolio changes for the period ending December 31, 2025, we observe significant shifts in holdings across various sectors. The portfolio, valued at $3.22 billion, shows notable increases and decreases in specific stocks, reflecting strategic adjustments by the investor.

Simons demonstrated a clear preference for growth in the Technology sector, with Microsoft (MSFT) leading the increases. The investor added 137,613 shares, representing a 12.24% increase in holdings, while simultaneously increasing their stake in WORKDAY (WDAY) by 8.28% and MSCI (MSCI) by 12.35%. These moves suggest confidence in these technology leaders.

Conversely, Simons reduced exposure in several Financial Services holdings. TransUnion (TRU) saw a 2.44% decrease in shares, Capital One (COF) experienced an 20.78% reduction, and EQUIFAX (EFX) decreased by 2.44%. The Consumer Cyclical sector also showed divestment, with Amazon (AMZN) down 18.39%, Restaurant Brands (QSR) down 2.44%, Somnigroup (TPX) down 20.83%, and Procore Technologies (PCOR) down 2.13%.

No new positions were disclosed in this filing, and there is no indication of any fully exited positions based on the provided data. The portfolio remains heavily concentrated in Technology and Financial Services, with these sectors accounting for the top six holdings by allocation percentage.

For more detailed information on Nathaniel Simons' investment activities, please visit InsiderSet. You can explore the specific stock movements by visiting the individual company pages, such as Microsoft, TransUnion, and Capital One.