Nathaniel Simons
Meritage Group
Meritage Group Portfolio 13F
Nathaniel Simons Holdings Activity
- Portfolio value:
- $2.60B~ (-$55M~)
- Previous value:
- $2.65B~
- # of changes:
- 14
- New positions:
- 1
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 13 Aug 2026
Meritage Group has disclosed a total of 14 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 9, bought 1 totally new, decreased the number of shares of 2 and completely sold out 2 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (MSFT) Microsoft Corp (added shares +0.64%), (COF) Capital One Financial Corp (added shares +0.64%), (TRU) TransUnion (added shares +0.64%), (AON) Aon PLC (added shares +0.64%) and (SPGI) S&P Global Inc (added shares +0.64%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (added shares +0.64%), (AMZN) Amazon.com Inc (reduced shares -16.85%), (COF) Capital One Financial Corp (added shares +0.64%), (TRU) TransUnion (added shares +0.64%) and (AON) Aon PLC (added shares +0.64%).
14 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Meta Platforms Inc
|
new
|
+286,391
|
286,391
|
+6.22%
|
$563.29
|
-2.34%($550.10)
|
6.22%
|
2026 Q2
|
~0.25 years
|
|
|
|
CoStar Group Inc
|
+62.04%
|
+2,065,158
|
5,394,164
|
+2.25%
|
$28.32
|
+14.87%($32.53)
|
5.89%
|
2026 Q1
|
~0.50 years
|
|
|
|
Equifax Inc
|
+0.64%
|
+987
|
155,295
|
+0.01%
|
$158.72
|
+21.60%($193.01)
|
0.95%
|
2025 Q3
|
~1.00 year
|
|
|
|
Aon PLC
|
+0.64%
|
+4,349
|
684,518
|
+0.06%
|
$331.69
|
+6.63%($353.69)
|
8.75%
|
2026 Q1
|
~0.50 years
|
|
|
|
Toast Inc
|
+0.64%
|
+21,804
|
3,432,027
|
+0.02%
|
$27.82
|
+30.41%($36.28)
|
3.68%
|
2026 Q1
|
~0.50 years
|
|
|
|
Capital One Financial Corp
|
+0.64%
|
+8,395
|
1,321,428
|
+0.06%
|
$200.62
|
+8.23%($217.13)
|
10.22%
|
2024 Q4
|
~1.75 years
|
|
|
|
S&P Global Inc
|
+0.64%
|
+3,225
|
507,635
|
+0.05%
|
$407.26
|
+5.45%($429.44)
|
7.97%
|
2026 Q1
|
~0.50 years
|
|
|
|
TransUnion
|
+0.64%
|
+23,227
|
3,656,097
|
+0.06%
|
$72.14
|
+17.79%($84.98)
|
10.16%
|
2023 Q2
|
~3.25 years
|
|
|
|
Workday Inc
|
+0.64%
|
+10,377
|
1,633,399
|
+0.05%
|
$122.42
|
+62.65%($199.12)
|
7.71%
|
2020 Q2
|
~6.25 years
|
|
|
|
Microsoft Corp
|
+0.64%
|
+8,123
|
1,278,653
|
+0.12%
|
$373.02
|
+29.37%($482.58)
|
18.38%
|
2025 Q1
|
~1.50 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. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".