Nathaniel Simons' Meritage Group reported 1.76M shares of Aecom Technology Corp (ACM) for the first time in 2026 Q3, according to the 13F-HR filed with the SEC on November 13, 2026. At quarter-end prices the stake was worth about $104M, or 3.75% of the reported portfolio. ACM enters the book as the 10th largest of 13 stock positions.
What did the 2026 Q3 filing report for ACM?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Value | |
|---|---|
| Shares | 1.76M |
| Reported value | $104M |
| Portfolio weight | 3.75% |
| Rank in portfolio | 10th of 13 |
How big is the new ACM position?
Nathaniel Simons opened 3 stock positions in 2026 Q3; ACM is the largest of them by weight. 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 ACM sit in the Nathaniel Simons portfolio?
ACM ranks 10th of 13 stock positions in the Nathaniel Simons portfolio at 3.75%, below the fund's average stock position of 8%. The largest stock position is MSFT at 21.91%. Next come META at 17.88% and AMZN at 12.15%. The three largest stocks together are 51.94% of the book. The ACM purchase was the 3rd largest of the quarter's 15 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Nathaniel Simons reported 13 stock positions, with 3 opened and 2 closed. The total portfolio value is about $2.78B, up 7% from the prior quarter.
Has Nathaniel Simons held ACM before?
Nathaniel Simons has not reported ACM before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many ACM shares does Nathaniel Simons hold?
Nathaniel Simons holds 1.76M shares of ACM as of September 30, 2026, worth about $104M.
What is ACM's weight in the Nathaniel Simons portfolio?
ACM is 3.75% of the Nathaniel Simons portfolio and ranks 10th of 13 stocks by weight.
Has Nathaniel Simons owned ACM before?
No. Nathaniel Simons has not reported ACM before in the filings we track, which start with the quarter ended June 30, 2013.