Nathaniel Simons' Meritage Group returned to Meta Platforms Inc (META) in 2026 Q2, according to the 13F-HR filed with the SEC on August 13, 2026: 286K shares worth about $161.3M at June 30, 2026, 6.22% of the portfolio. The fund had sold out of the name in 2024 Q3. META enters the book as the 8th largest of 12 stock positions.
What did the 2026 Q2 filing report for META?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Shares | 286K |
| Reported value | $161.3M |
| Portfolio weight | 6.22% |
| Rank in portfolio | 8th of 12 |
| Sold out in | 2024 Q3 |
| Out for | about 2 years |
How big is the returning META position?
META was the only stock position Nathaniel Simons opened in 2026 Q2. An average stock position in the Nathaniel Simons portfolio is 8% of the reported value, so the new name starts below the fund's typical size.
Where does META sit in the Nathaniel Simons portfolio?
META ranks 8th of 12 stock positions in the Nathaniel Simons portfolio at 6.22%, below the fund's average stock position of 8%. 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. The META purchase was the largest of the quarter's 14 position changes by percent change to portfolio. 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.
When did Nathaniel Simons hold META before?
Nathaniel Simons held META before. The fund first reported the name in the quarter ended March 31, 2018, sold out 4 times, most recently in 2024 Q3, and is back after about 2 years out. The new stake is already larger than any weight the fund reported for the name before. Every reported trade is on the Nathaniel Simons META trade history page.
Did other funds buy or sell META in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 26 hold META. Of those, 2 opened it this quarter. Another 3 sold out of it. The largest buyers of META this quarter were Lewis Sanders, Dodge & Cox Stock Fund and Bill Ackman. The largest sellers were Chase Coleman III, Terry Smith and Eagle Capital Management. Every tracked holder of META is on the META ownership page.
FAQ
How many META shares does Nathaniel Simons hold?
Nathaniel Simons holds 286K shares of META as of June 30, 2026, worth about $161.3M.
What is META's weight in the Nathaniel Simons portfolio?
META is 6.22% of the Nathaniel Simons portfolio and ranks 8th of 12 stocks by weight.
Has Nathaniel Simons owned META before?
Yes. Nathaniel Simons held META before. The fund first reported the name in the quarter ended March 31, 2018, sold out 4 times, most recently in 2024 Q3, and is back after about 2 years out.
How many other tracked funds hold META?
26 other tracked funds that had filed for 2026 Q2 hold META. 2 of them opened it this quarter.