Nathaniel Simons
Meritage Group
Nathaniel Simons Meta Platforms Inc stake
total: 301
Meritage Group META trades
- Total transactions:
- 14
- New positions:
- 5
- Sold out:
- 4
- Added:
- 3
- Reduced:
- 2
- Held since:
- 2026 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Nathaniel Simons holds 286,391 Meta Platforms Inc (META) shares with a market value of roughly $161.32M accounting for 6.22% of the overall portfolio. To date, the estimated cost basis is nearly $563.29 for "buy" trades. Meritage Group first purchased META in 2018 Q1, initially acquiring 313,077 shares. Nathaniel Simons later completely sold out the position and invested in Meta Platforms Inc again in 2026 Q2. Since the initial investment in Meta Platforms Inc (META), Meritage Group has made 13 more transactions.
When did Nathaniel Simons buy Meta Platforms Inc (META)?
Nathaniel Simons first invested in Meta Platforms Inc (META) in 2018 Q1 at the reported quarter-end price of $159.79 per share.
What's the cost basis of Meritage Group's META stake?
The estimated cost basis for Meta Platforms Inc (META) stake is around $563.29 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $563.29
Nathaniel Simons's historical trades in Meta Platforms Inc
14 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
6.22%
|
286,391
|
$563.29
|
$161,321,186
|
new
|
+6.22%
|
|
2024 Q3
|
0.00%
|
0
|
$504.22
|
|
-100% (-478)
|
-0.01%
|
|
2024 Q2
|
0.01%
|
478
|
$504.22
|
$241,017
|
new
|
+0.01%
|
|
2024 Q1
|
0.00%
|
0
|
$354.05
|
|
-100% (-740)
|
-0.01%
|
|
2023 Q4
|
0.01%
|
740
|
$354.05
|
$262,000
|
-14.25% (-123)
|
-0%
|
|
2023 Q3
|
0.01%
|
863
|
$300.12
|
$259,000
|
new
|
+0.01%
|
|
2021 Q3
|
0.00%
|
0
|
$347.01
|
|
-100% (-585)
|
-0%
|
|
2021 Q2
|
0.00%
|
585
|
$347.01
|
$203,000
|
-99.86% (-403,314)
|
-2.68%
|
|
2021 Q1
|
2.28%
|
403,899
|
$294.53
|
$118,960,000
|
+0.05% (+199)
|
+0%
|
|
2020 Q4
|
2.16%
|
$273.16
|
new
|
|||
|
2018 Q4
|
0.00%
|
$164.46
|
-100% (-1,314,013)
|
|||
|
2018 Q3
|
4.46%
|
$164.46
|
+15.01% (+171,461)
|
|||
|
2018 Q2
|
4.63%
|
$194.32
|
+264.94% (+829,475)
|
|||
|
2018 Q1
|
1.19%
|
$159.79
|
new
|
|||
* 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.