Nathaniel Simons Meritage Group Portfolio Update: December 2025 Insights

Nathaniel Simons, Director at Meritage Group, saw his portfolio valued at $3.22 billion as of December 31, 2025.

Simons' portfolio featured substantial increases in Microsoft Corp (MSFT), Technology, +12.24% shares, now 18.98% allocated. TransUnion (TRU), Financial Services, experienced a slight decrease in shares (-2.44%) and allocation (14.23%). Capital One (COF), Financial Services, saw a significant reduction in shares (-20.78%) and allocation (13.85%). Amazon (AMZN), Consumer Cyclical, also decreased in shares (-18.39%) and allocation (13.23%).

Workday (WDAY), Technology, showed a modest increase in shares (+8.28%) and allocation (10.77%). MSCI (MSCI), Financial Services, increased slightly in shares (+12.35%) and allocation (8.33%). Restaurant Brands (QSR) and Somnigroup (TPX), both Consumer Cyclical, decreased in shares (-2.44% and -20.83%) and allocation (6.79% and 6.67%). Procore Technologies (PCOR), Technology, decreased slightly in shares (-2.13%) and allocation (6.04%). Equifax (EFX), Industrials, saw a minor decrease in shares (-2.44%) and allocation (1.12%).