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 | QRVO Qorvo, Inc. | Buy | +8+0.4% |
Q2 2024Jun 30, 2024 | CINF Cincinnati Financial Corporatio | Sell | -54-2.4% |
Q2 2024Jun 30, 2024 | TYL Tyler Technologies, Inc. | Sell | -89-13.6% |
Q2 2024Jun 30, 2024 | KMB Kimberly-Clark Corporation | Sell | -116-5.5% |
Q2 2024Jun 30, 2024 | VRSK Verisk Analytics, Inc. | Sell | -209-15.1% |
Q2 2024Jun 30, 2024 | GOOGL Alphabet Inc. | Sell | -256-42.2% |
Q2 2024Jun 30, 2024 | HUM Humana Inc. | Sell | -262-30.5% |
Q2 2024Jun 30, 2024 | CHD Church & Dwight Company, Inc. | Sell | -306-9.8% |
Q2 2024Jun 30, 2024 | MSCI MSCI Inc. | Sell - Position Exit | -379-100.0% |
Q2 2024Jun 30, 2024 | EXPD Expeditors International of Was | Sell | -489-18.8% |
Q2 2024Jun 30, 2024 | GOOG Alphabet Inc. | Sell | -578-40.5% |
Q2 2024Jun 30, 2024 | HSY The Hershey Company | Sell - Position Exit | -1,081-100.0% |
Q2 2024Jun 30, 2024 | TTWO Take-Two Interactive Software, | Sell - Position Exit | -1,646-100.0% |
Q2 2024Jun 30, 2024 | CHRW C.H. Robinson Worldwide, Inc. | Sell | -1,979-45.7% |
Q2 2024Jun 30, 2024 | RCL Royal Caribbean | Sell - Position Exit | -2,027-100.0% |
Q2 2024Jun 30, 2024 | ATO Atmos Energy Corporation | Sell - Position Exit | -2,740-100.0% |
Q2 2024Jun 30, 2024 | NTRS Northern Trust Corporation | Sell - Position Exit | -3,678-100.0% |
Q2 2024Jun 30, 2024 | BK The Bank of New York Mellon Cor | Sell - Position Exit | -4,726-100.0% |
Q2 2024Jun 30, 2024 | XEL Xcel Energy Inc. | Sell - Position Exit | -5,666-100.0% |
Q2 2024Jun 30, 2024 | INTC Intel Corporation | Sell - Position Exit | -6,703-100.0% |
Q2 2024Jun 30, 2024 | MGM MGM Resorts International | Sell - Position Exit | -6,930-100.0% |
Q2 2024Jun 30, 2024 | LUV Southwest Airlines Company | Sell - Position Exit | -8,106-100.0% |
Q2 2024Jun 30, 2024 | NEM Newmont Corporation | Sell - Position Exit | -8,408-100.0% |
Q2 2024Jun 30, 2024 | IVZ Invesco | Sell - Position Exit | -10,601-100.0% |
Q2 2024Jun 30, 2024 | DOC Healthpeak Properties, Inc. | Sell - Position Exit | -12,949-100.0% |
Q2 2024Jun 30, 2024 | KIM Kimco Realty Corporation (HC) | Sell - Position Exit | -13,752-100.0% |
Q2 2024Jun 30, 2024 | CRM Salesforce, Inc. | Sell | -86,094-98.6% |
Q2 2024Jun 30, 2024 | A Agilent Technologies, Inc. | Sell | -192,108-8.9% |
Q2 2024Jun 30, 2024 | ADI Analog Devices, Inc. | Sell | -390,622-34.1% |
Q2 2024Jun 30, 2024 | GE GE Aerospace | Sell | -521,974-16.4% |