Nathaniel Simons
Meritage Group
Nathaniel Simons TransUnion stake
total: 301
Meritage Group TRU trades
- Total transactions:
- 11
- New positions:
- 1
- Added:
- 5
- Reduced:
- 5
- Held since:
- 2023 Q2
- Held for:
- 13 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Nathaniel Simons holds 3,656,097 TransUnion (TRU) shares with a market value of roughly $263.75M accounting for 10.16% of the overall portfolio. To date, the estimated cost basis is nearly $78.07 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 10 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 $78.07 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $78.07
- Weighted AVG sell price:
- $81.94
Nathaniel Simons's historical trades in TransUnion
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
10.16%
|
3,656,097
|
$72.14
|
$263,750,838
|
+0.64% (+23,227)
|
+0.06%
|
|
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%
|
$78.33
|
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.