Nathaniel Simons
Meritage Group
Meritage Group Portfolio 13F
Nathaniel Simons Holdings Activity
- Portfolio value:
- $2.65B≈ (-$566M≈)
- Previous value:
- $3.22B≈
- # of changes:
- 15
- New positions:
- 5
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 14 May 2026
Meritage Group has disclosed a total of 15 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 4, bought 5 totally new, decreased the number of shares of 4 and completely sold out 2 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (MSFT) Microsoft Corp (added shares +0.65%), (AMZN) Amazon.com Inc (added shares +0.65%), (AON) Aon PLC (new buy), (SPGI) S&P Global Inc (new buy) and (WDAY) Workday Inc (added shares +0.65%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (added shares +0.65%), (AMZN) Amazon.com Inc (added shares +0.65%), (TRU) TransUnion (reduced shares -31.90%), (COF) Capital One Financial Corp (reduced shares -28.52%) and (AON) Aon PLC (new buy).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Aon PLC
|
new
|
+680,169
|
680,169
|
+8.28%
|
$322.78
|
+12.65%($363.60)
|
8.28%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
CoStar Group Inc
|
new
|
+3,329,006
|
3,329,006
|
+5.07%
|
$40.34
|
-28.71%($28.76)
|
5.07%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
S&P Global Inc
|
new
|
+504,410
|
504,410
|
+8.1%
|
$425.34
|
-2.55%($414.48)
|
8.10%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
SPDR S&P 500 ETF Trust
|
new
|
+51,554
|
51,554
|
+1.27%
|
$650.34
|
+14.61%($745.34)
|
1.27%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Toast Inc
|
new
|
+3,410,223
|
3,410,223
|
+3.41%
|
$26.51
|
+22.01%($32.34)
|
3.41%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Microsoft Corp
|
+0.65%
|
+8,219
|
1,270,530
|
+0.11%
|
$370.17
|
+24.58%($461.18)
|
17.75%
|
2025 Q1
|
≈ 1.25 years
|
|
|
|
Workday Inc
|
+0.65%
|
+10,499
|
1,623,022
|
+0.05%
|
$129.92
|
+22.85%($159.61)
|
7.96%
|
2020 Q2
|
≈ 6.00 years
|
|
|
|
Amazon.com Inc
|
+0.65%
|
+11,999
|
1,855,005
|
+0.09%
|
$208.27
|
+30.14%($271.05)
|
14.58%
|
2021 Q2
|
≈ 5.00 years
|
|
|
|
Procore Technologies Inc
|
+0.33%
|
+8,817
|
2,678,410
|
+0.02%
|
$57.00
|
-2.49%($55.58)
|
5.76%
|
2024 Q1
|
≈ 2.25 years
|
|
|
|
Equifax Inc
|
-6.76%
|
-11,180
|
154,308
|
-0.06%
|
$180.07
|
-3.44%($173.88)
|
1.05%
|
2025 Q3
|
≈ 0.75 years
|
|
* 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.