Nathaniel Simons' Meritage Group increased its CoStar Group Inc (CSGP) position by 62% in 2026 Q2, according to the 13F-HR filed with the SEC on August 13, 2026. The stake went from 3.33M to 5.39M shares, worth about $152.8M, and from 5.07% to 5.89% of the reported portfolio.
What did the 2026 Q2 filing report for CSGP?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Before | After | |
|---|---|---|
| Shares | 3.33M | 5.39M |
| Shares added | +2.07M (62%) | |
| Reported value | $134.3M | $152.8M |
| Portfolio weight | 5.07% | 5.89% |
| Rank in portfolio | 10th of 12 |
How much did Nathaniel Simons add to CSGP?
Nathaniel Simons added 2.07M shares of CSGP during 2026 Q2, taking the stake from 3.33M to 5.39M. The reported value of the position rose by about $18.5M, from about $134.3M to about $152.8M.
Where does CSGP sit in the Nathaniel Simons portfolio?
CSGP ranks 10th of 12 stock positions in the Nathaniel Simons portfolio at 5.89%, below the fund's average stock position of 8%. The CSGP addition was the 5th largest of the quarter's 14 position changes by percent change to portfolio. The largest stock position is MSFT at 18.38%. Next come AMZN at 14.17% and COF at 10.22%. The three largest stocks together are 42.76% of the book. Across the 2026 Q2 portfolio, Nathaniel Simons reported 12 stock positions, with 1 opened and 2 closed. The total portfolio value is about $2.6B, down 2% from the prior quarter.
How long has Nathaniel Simons held CSGP?
Nathaniel Simons first reported CSGP in the quarter ended March 31, 2026. Every reported trade is on the Nathaniel Simons CSGP trade history page.
Did other funds buy or sell CSGP in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 3 hold CSGP. Of those, 1 added to the position this quarter and 2 trimmed it. The largest buyer of CSGP this quarter was Chuck Akre. The largest sellers were Polen Capital Management, Chase Coleman III and Dennis Hong. Every tracked holder of CSGP is on the CSGP ownership page.
FAQ
How many CSGP shares did Nathaniel Simons buy in 2026 Q2?
Nathaniel Simons added 2.07M shares of CSGP, a 62% increase, to 5.39M shares.
What is the CSGP position of Nathaniel Simons worth now?
The CSGP position of Nathaniel Simons is worth about $152.8M at June 30, 2026 prices, 5.89% of the portfolio.
Is CSGP a top holding of Nathaniel Simons?
CSGP ranks 10th of 12 stock positions in the Nathaniel Simons portfolio, at 5.89%.
Did other funds add to CSGP in 2026 Q2?
Among the 3 other tracked funds that hold CSGP, 1 added to it in 2026 Q2 and 2 trimmed it.