Nathaniel Simons recent buys & sells (2026 Q3)
Meritage Group
Meritage Group Portfolio Changes
Purchase & sale details
- Portfolio value:
- $2.78B (+$180M)
- Previous value:
- $2.60B
- # of changes:
- 15
- New positions:
- 3
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 13 Nov 2026
Meritage Group has disclosed a total of 15 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 5, bought 3 totally new, decreased the number of shares of 5 and completely sold out 2 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (META) Meta Platforms Inc (added shares +138.96%), (TRU) TransUnion (added shares +1.93%), (CSGP) CoStar Group Inc (added shares +40.77%), (MSCI) MSCI Inc (added shares +1.93%) and (ACM) Aecom Technology Corp (new buy).
In the latest report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -7.28%), (META) Meta Platforms Inc (added shares +138.96%), (AMZN) Amazon.com Inc (reduced shares -12.29%), (TRU) TransUnion (added shares +1.93%) and (CSGP) CoStar Group Inc (added shares +40.77%).
15 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Aecom Technology Corp
|
new
|
+1,764,199
|
1,764,199
|
+3.75%
|
$58.95
|
+20.07%($70.78)
|
3.75%
|
2026 Q3
|
~0.25 years
|
|
|
|
Nephros Inc
|
new
|
+173,407
|
173,407
|
+0.02%
|
$3.71
|
-18.06%($3.04)
|
0.02%
|
2026 Q3
|
~0.25 years
|
|
|
|
State Street SPDR S&P 500 ETF Trust
|
new
|
+27,695
|
27,695
|
+0.76%
|
$762.63
|
-1.60%($750.44)
|
0.76%
|
2026 Q3
|
~0.25 years
|
|
|
|
Meta Platforms Inc
|
+138.96%
|
+397,980
|
684,371
|
+10.4%
|
$725.18
|
-13.67%($626.08)
|
17.88%
|
2026 Q2
|
~0.50 years
|
|
|
|
CoStar Group Inc
|
+40.77%
|
+2,199,237
|
7,593,401
|
+2.17%
|
$27.40
|
+12.92%($30.94)
|
7.50%
|
2026 Q1
|
~0.75 years
|
|
|
|
TransUnion
|
+1.93%
|
+70,727
|
3,726,824
|
+0.16%
|
$61.12
|
+33.11%($81.36)
|
8.21%
|
2023 Q2
|
~3.50 years
|
|
|
|
Toast Inc
|
+1.93%
|
+66,392
|
3,498,419
|
+0.07%
|
$28.99
|
+20.20%($34.84)
|
3.65%
|
2026 Q1
|
~0.75 years
|
|
|
|
MSCI Inc
|
+1.93%
|
+5,311
|
279,880
|
+0.1%
|
$538.66
|
+21.96%($656.94)
|
5.43%
|
2025 Q2
|
~1.50 years
|
|
|
|
Microsoft Corp
|
-7.28%
|
-93,112
|
1,185,541
|
-1.84%
|
$512.90
|
+2.24%($524.40)
|
21.91%
|
2025 Q1
|
~1.75 years
|
|
|
|
Aon PLC
|
-9.72%
|
-66,544
|
617,974
|
-0.71%
|
$276.77
|
+22.98%($340.37)
|
6.16%
|
2026 Q1
|
~0.75 years
|
|
Insights | News
Insight
—
Position exited · 2026 Q3
Insight
Insight
—
Outsized position · 2026 Q3
Insight
—
Outsized position · 2026 Q3
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".