Nathaniel Simons – Meritage Group Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Meritage Group portfolio managed by Nathaniel Simons was diversified across 5 sectors, according to the most recent SEC 13F filing dated Aug 13, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Financial Services sector represents the largest share at 32.7% of total portfolio value, followed by Technology and Consumer Cyclical and Healthcare. Together, the top three sectors account for 93.9% of the portfolio, reflecting Nathaniel Simons's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.