Nathaniel Simons
Meritage Group
Nathaniel Simons TransUnion stake
total: 301
Meritage Group TRU trades
- Total transactions:
- 10
- New positions:
- 1
- Added:
- 4
- Reduced:
- 5
- Held since:
- 2023 Q2
- Held for:
- 12 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Nathaniel Simons holds 3,632,870 TransUnion (TRU) shares with a market value of roughly $251.36M accounting for 9.48% of the overall portfolio. To date, the estimated cost basis is nearly $78.09 for "buy" trades and estimated average "sell" price is $81.95. Meritage Group first purchased TRU in 2023 Q2, initially acquiring about 3.26M shares. Since the initial investment in TransUnion (TRU), Meritage Group has made 9 more transactions.
When did Nathaniel Simons buy TransUnion (TRU)?
Nathaniel Simons first invested in TransUnion (TRU) in 2023 Q2 at the reported quarter-end price of $78.33 per share.
What's the cost basis of Meritage Group's TRU stake?
The estimated cost basis for TransUnion (TRU) stake is around $78.09 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $78.09
- Weighted AVG sell price:
- $81.94
Nathaniel Simons's historical trades in TransUnion
10 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
9.48%
|
3,632,870
|
$69.19
|
$251,358,275
|
-31.90% (-1,701,618)
|
-3.66%
|
|
2025 Q4
|
14.23%
|
5,334,488
|
$85.75
|
$457,432,346
|
-2.44% (-133,575)
|
-0.33%
|
|
2025 Q3
|
13.08%
|
5,468,063
|
$83.78
|
$458,114,318
|
-7.61% (-450,259)
|
-1.03%
|
|
2025 Q2
|
14.27%
|
5,918,322
|
$88.00
|
$520,812,336
|
+38.33% (+1,639,949)
|
+3.95%
|
|
2024 Q3
|
10.47%
|
4,278,373
|
$104.70
|
$447,945,653
|
-17.60% (-913,601)
|
-2.43%
|
|
2024 Q2
|
9.78%
|
5,191,974
|
$74.16
|
$385,036,792
|
+0.86% (+44,464)
|
+0.08%
|
|
2024 Q1
|
9.67%
|
5,147,510
|
$79.80
|
$410,771,000
|
+2.33% (+117,086)
|
+0.22%
|
|
2023 Q4
|
7.96%
|
5,030,424
|
$68.71
|
$345,640,000
|
+56.47% (+1,815,540)
|
+2.87%
|
|
2023 Q3
|
6.31%
|
3,214,884
|
$71.79
|
$230,797,000
|
-1.26% (-41,166)
|
-0.08%
|
|
2023 Q2
|
7.11%
|
3,256,050
|
$78.33
|
$255,046,000
|
new
|
+7.11%
|
* 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.