Nathaniel Simons – Meritage Group Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Meritage Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
Increases – TransUnion (TRU), Tempur Sealy International, Inc (TPX), Amazon.com, Inc. (AMZN), Capital One Financial Corporati (COF)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Meritage Group Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2024Sep 30, 2024 | META Meta Platforms, Inc. | Sell - Position Exit | -478-100.0% |
Q3 2024Sep 30, 2024 | ROP Roper Technologies, Inc. | Sell - Position Exit | -560-100.0% |
Q3 2024Sep 30, 2024 | TYL Tyler Technologies, Inc. | Sell - Position Exit | -566-100.0% |
Q3 2024Sep 30, 2024 | HUM Humana Inc. | Sell - Position Exit | -598-100.0% |
Q3 2024Sep 30, 2024 | IT Gartner, Inc. | Sell - Position Exit | -712-100.0% |
Q3 2024Sep 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell - Position Exit | -809-100.0% |
Q3 2024Sep 30, 2024 | GOOG Alphabet Inc. | Sell - Position Exit | -849-100.0% |
Q3 2024Sep 30, 2024 | VMC Vulcan Materials Company (Holdi | Sell - Position Exit | -1,071-100.0% |
Q3 2024Sep 30, 2024 | VRSK Verisk Analytics, Inc. | Sell - Position Exit | -1,178-100.0% |
Q3 2024Sep 30, 2024 | BIO Bio-Rad Laboratories, Inc. | Sell - Position Exit | -1,180-100.0% |
Q3 2024Sep 30, 2024 | CRM Salesforce, Inc. | Sell - Position Exit | -1,243-100.0% |
Q3 2024Sep 30, 2024 | CDW CDW Corporation | Sell - Position Exit | -1,305-100.0% |
Q3 2024Sep 30, 2024 | WM Waste Management, Inc. | Sell - Position Exit | -1,525-100.0% |
Q3 2024Sep 30, 2024 | RL Ralph Lauren Corporation | Sell - Position Exit | -1,588-100.0% |
Q3 2024Sep 30, 2024 | VRSN VeriSign, Inc. | Sell - Position Exit | -1,693-100.0% |
Q3 2024Sep 30, 2024 | RSG Republic Services, Inc. | Sell - Position Exit | -1,807-100.0% |
Q3 2024Sep 30, 2024 | KMB Kimberly-Clark Corporation | Sell - Position Exit | -1,997-100.0% |
Q3 2024Sep 30, 2024 | EXPD Expeditors International of Was | Sell - Position Exit | -2,112-100.0% |
Q3 2024Sep 30, 2024 | BX Blackstone Inc. | Sell - Position Exit | -2,173-100.0% |
Q3 2024Sep 30, 2024 | ALL Allstate Corporation (The) | Sell - Position Exit | -2,184-100.0% |
Q3 2024Sep 30, 2024 | CINF Cincinnati Financial Corporatio | Sell - Position Exit | -2,226-100.0% |
Q3 2024Sep 30, 2024 | DVA DaVita Inc. | Sell - Position Exit | -2,230-100.0% |
Q3 2024Sep 30, 2024 | QRVO Qorvo, Inc. | Sell - Position Exit | -2,252-100.0% |
Q3 2024Sep 30, 2024 | MRK Merck & Company, Inc. | Sell - Position Exit | -2,292-100.0% |
Q3 2024Sep 30, 2024 | CHRW C.H. Robinson Worldwide, Inc. | Sell - Position Exit | -2,348-100.0% |
Q3 2024Sep 30, 2024 | CHD Church & Dwight Company, Inc. | Sell - Position Exit | -2,801-100.0% |
Q3 2024Sep 30, 2024 | NWSA News Corporation | Sell - Position Exit | -2,988-100.0% |
Q3 2024Sep 30, 2024 | SCHW Charles Schwab Corporation (The | Sell - Position Exit | -3,180-100.0% |
Q3 2024Sep 30, 2024 | HWM Howmet Aerospace Inc. | Sell - Position Exit | -3,199-100.0% |
Q3 2024Sep 30, 2024 | FAST Fastenal Company | Sell - Position Exit | -3,923-100.0% |