Nathaniel Simons Meritage Group Portfolio Update December 2025
Meritage Group's Nathaniel Simons held a portfolio valued at $3.22 billion as of December 31, 2025, with significant changes in Technology and Financial Services holdings.
Nathaniel Simons, Director at Meritage Group, saw notable shifts in his portfolio as of December 31, 2025.
Simons significantly increased his stake in Microsoft Corp (MSFT), Technology, raising shares by 12.24%. He also boosted holdings in Workday Inc (WDAY), Technology, by 8.28%. In the Financial Services sector, his stake in TransUnion (TRU) decreased by 2.44%, while Capital One (COF) and MSCI Inc (MSCI) saw reductions of 20.78% and 12.35% respectively.
Consumer Cyclical holdings showed mixed results: Amazon (AMZN) decreased by 18.39%, while Restaurant Brands International (QSR) and Somnigroup (TPX) both saw reductions of 2.44% and 20.83%. Technology saw a slight decrease in Procore Technologies (PCOR) by 2.13%. Industrials saw a small decrease in Equifax (EFX) by 2.44%.
For detailed analysis of each holding, visit the investor profile here or explore individual stock profiles like Microsoft, TransUnion, Capital One, Amazon, Workday, Restaurant Brands, Somnigroup, Procore, and Equifax.