Nathaniel Simons' Top Holdings in Meritage Group Portfolio as of Dec 31, 2025

Nathaniel Simons, through Meritage Group, held a substantial portfolio worth approximately $3.22 billion as of December 31, 2025. His top holdings included positions in major technology and financial services companies.

Microsoft (MSFT) was the largest holding, representing 18.98% of the portfolio. The position saw an increase of 12.24% in shares from the prior period. For detailed analysis of Microsoft, visit Microsoft's profile.

TRANSUNION (TRU) and MSCI (MSCI) also showed positive changes, with increases of 2.44% and 12.35% respectively in their shares. TRANSUNION, a key player in the Financial Services sector, accounted for 14.23% of the portfolio. Explore TRANSUNION at TRANSUNION's profile.

Meanwhile, several holdings saw reductions. Capital One (COF) experienced an 20.78% decrease in shares, while Amazon (AMZN) saw an 18.39% reduction. Both are significant Financial Services holdings at 13.85% and 13.23% respectively. Learn more about Capital One here: Capital One profile.

Workday (WDAY) showed a positive change of 8.28% in shares, despite being in the Consumer Cyclical sector. Its allocation stood at 10.77%. Check Workday's profile: Workday profile.

The portfolio included Restaurant Brands International (QSR) and Somnigroup (TPX), both in the Consumer Cyclical sector, with allocations of 6.79% and 6.67%. QSR saw a slight decrease of 2.44% in shares, while TPX experienced an 20.83% reduction. Visit Restaurant Brands International profile and Somnigroup profile for more details.

Other notable holdings included Procore Technologies (PCOR) in Technology (6.04%) and Equifax (EFX) in Industrials (1.12%), both showing minor decreases. For a complete view of Nathaniel Simons' holdings, see the full portfolio on InsiderSet.