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 |
|---|---|---|---|
Q2 2024Jun 30, 2024 | NWS News Corporation | Buy - Position Entry | +5,267 |
Q2 2024Jun 30, 2024 | WMT Walmart Inc. | Buy - Position Entry | +4,203 |
Q2 2024Jun 30, 2024 | FAST Fastenal Company | Buy - Position Entry | +3,923 |
Q2 2024Jun 30, 2024 | HWM Howmet Aerospace Inc. | Buy - Position Entry | +3,199 |
Q2 2024Jun 30, 2024 | SCHW Charles Schwab Corporation (The | Buy - Position Entry | +3,180 |
Q2 2024Jun 30, 2024 | NWSA News Corporation | Buy - Position Entry | +2,988 |
Q2 2024Jun 30, 2024 | BX Blackstone Inc. | Buy - Position Entry | +2,173 |
Q2 2024Jun 30, 2024 | DOW Dow Inc. | Buy | +2,004+43.2% |
Q2 2024Jun 30, 2024 | RSG Republic Services, Inc. | Buy - Position Entry | +1,807 |
Q2 2024Jun 30, 2024 | RL Ralph Lauren Corporation | Buy - Position Entry | +1,588 |
Q2 2024Jun 30, 2024 | WM Waste Management, Inc. | Buy - Position Entry | +1,525 |
Q2 2024Jun 30, 2024 | WBD Warner Bros. Discovery, Inc. - | Buy | +1,358+10.5% |
Q2 2024Jun 30, 2024 | CDW CDW Corporation | Buy - Position Entry | +1,305 |
Q2 2024Jun 30, 2024 | TSN Tyson Foods, Inc. | Buy | +1,296+26.9% |
Q2 2024Jun 30, 2024 | TDG Transdigm Group Incorporated | Buy | +1,251+0.9% |
Q2 2024Jun 30, 2024 | VMC Vulcan Materials Company (Holdi | Buy - Position Entry | +1,071 |
Q2 2024Jun 30, 2024 | SWK Stanley Black & Decker, Inc. | Buy | +993+30.0% |
Q2 2024Jun 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy - Position Entry | +809 |
Q2 2024Jun 30, 2024 | ALL Allstate Corporation (The) | Buy | +604+38.2% |
Q2 2024Jun 30, 2024 | ROP Roper Technologies, Inc. | Buy - Position Entry | +560 |
Q2 2024Jun 30, 2024 | META Meta Platforms, Inc. | Buy - Position Entry | +478 |
Q2 2024Jun 30, 2024 | BIO Bio-Rad Laboratories, Inc. | Buy | +424+56.1% |
Q2 2024Jun 30, 2024 | CRL Charles River Laboratories Inte | Buy | +389+0.0% |
Q2 2024Jun 30, 2024 | ORLY O'Reilly Automotive, Inc. | Buy - Position Entry | +306 |
Q2 2024Jun 30, 2024 | MKC McCormick & Company, Incorporat | Buy | +285+6.7% |
Q2 2024Jun 30, 2024 | DVA DaVita Inc. | Buy | +223+11.1% |
Q2 2024Jun 30, 2024 | MRK Merck & Company, Inc. | Buy | +159+7.5% |
Q2 2024Jun 30, 2024 | FICO Fair Isaac Corporation | Buy - Position Entry | +149 |
Q2 2024Jun 30, 2024 | IT Gartner, Inc. | Buy | +133+23.0% |
Q2 2024Jun 30, 2024 | VRSN VeriSign, Inc. | Buy | +78+4.8% |