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Nathaniel Simons

Meritage Group

Nathaniel Simons Restaurant Brands International Inc stake

total: 301

Meritage Group QSR trades

Total transactions:
21
New positions:
2
Sold out:
2
Added:
6
Reduced:
11
Held since:
2024 Q3
Held for:
6 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Nathaniel Simons doesn't hold any Restaurant Brands International Inc (QSR) shares. To date, the estimated cost basis is nearly $65.3 for "buy" trades and estimated average "sell" price is $68.22. Meritage Group first purchased QSR in 2018 Q2, initially acquiring about 2.87M shares. Nathaniel Simons later completely sold out the position and invested in Restaurant Brands International Inc again in 2024 Q3. Since the initial investment in Restaurant Brands International Inc (QSR), Meritage Group has made 20 more transactions.

When did Nathaniel Simons sell Restaurant Brands International Inc (QSR)?

Nathaniel Simons sold off the entire Restaurant Brands International Inc (QSR) position in 2026 Q1.

When did Nathaniel Simons buy Restaurant Brands International Inc (QSR)?

Nathaniel Simons first invested in Restaurant Brands International Inc (QSR) in 2018 Q2 at the reported quarter-end price of $60.30 per share.

What's the cost basis of Meritage Group's QSR stake?

The estimated cost basis for Restaurant Brands International Inc (QSR) stake is around $65.30 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$65.30
Weighted AVG sell price:
$68.22

Nathaniel Simons's historical trades in Restaurant Brands International Inc

21 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.00%
0
$68.23
-100% (-3,200,731)
-6.79%
2025 Q4
6.79%
3,200,731
$68.23
$218,385,876
-2.44% (-80,146)
-0.16%
2025 Q2
5.96%
3,280,877
$66.29
$217,489,336
-0.63% (-20,812)
-0.04%
2024 Q4
5.13%
3,301,689
$65.18
$215,204,089
+5,795.87% (+3,245,689)
+5.04%
2024 Q3
0.09%
56,000
$72.12
$4,038,720
new
+0.09%
2022 Q3
0.00%
0
$50.15
-100% (-3,438,844)
-4.98%
2022 Q2
4.98%
3,438,844
$50.15
$172,458,000
-48.44% (-3,230,139)
-3.47%
2022 Q1
8.35%
6,668,983
$58.39
$389,402,000
-6.50% (-463,507)
-0.54%
2021 Q4
8.63%
7,132,490
$60.68
$432,799,000
-8.05% (-624,630)
-0.75%
2021 Q3
9.35%
7,757,120
$61.19
$474,658,000
-1.70% (-133,867)
-0.15%
2021 Q2
9.53%
$64.44
-5.35% (-446,418)
2021 Q1
10.39%
$65.00
-5.25% (-462,232)
2020 Q4
10.53%
$61.11
-6.21% (-582,755)
2020 Q2
10.83%
$54.63
+94.74% (+4,564,535)
2020 Q1
5.24%
$40.03
+86.79% (+2,238,519)
2019 Q4
3.36%
$63.77
+18.05% (+394,365)
2019 Q3
3.38%
$71.14
-39.02% (-1,398,133)
2019 Q1
4.99%
$65.11
-4.13% (-154,228)
2018 Q4
4.95%
$52.30
+0.88% (+32,444)
2018 Q3
4.53%
$59.28
+29.03% (+833,638)
2018 Q2
3.61%
$60.30
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.
* 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.