Nathaniel Simons' Meritage Group increased its Meta Platforms Inc (META) position by 139% in 2026 Q3, according to the 13F-HR filed with the SEC on November 13, 2026. The stake went from 286K to 684K shares, worth about $496M, and from 6.22% to 17.88% of the reported portfolio.
What did the 2026 Q3 filing report for META?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Before | After | |
|---|---|---|
| Shares | 286K | 684K |
| Shares added | +398K (139%) | |
| Reported value | $161M | $496M |
| Portfolio weight | 6.22% | 17.88% |
| Rank in portfolio | 2nd of 13 |
How much did Nathaniel Simons add to META?
Nathaniel Simons added 398K shares of META during 2026 Q3, taking the stake from 286K to 684K. The reported value of the position rose by about $335M, from about $161M to about $496M.
Where does META sit in the Nathaniel Simons portfolio?
META ranks 2nd of 13 stock positions in the Nathaniel Simons portfolio at 17.88%, above the fund's average stock position of 8%. The META addition was the largest of the quarter's 15 position changes by percent change to portfolio. 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. 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.
How long has Nathaniel Simons held META?
Nathaniel Simons first reported META in the quarter ended March 31, 2018. The fund sold out of the name in 2024 Q3 and came back in 2026 Q2. The current weight is the highest the fund has reported for the name. Every reported trade is on the Nathaniel Simons META trade history page.
Did other funds buy or sell META in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 13, 2026, 11 hold META. Of those, 2 added to the position this quarter and 6 trimmed it. The largest buyers of META this quarter were Polen Capital Management, John Armitage and Parnassus Endeavor Fund. The largest sellers were Lewis Sanders, Greenbrier Partners Capital Management and Francois Rochon. Every tracked holder of META is on the META ownership page.
FAQ
How many META shares did Nathaniel Simons buy in 2026 Q3?
Nathaniel Simons added 398K shares of META, a 139% increase, to 684K shares.
What is the META position of Nathaniel Simons worth now?
The META position of Nathaniel Simons is worth about $496M at September 30, 2026 prices, 17.88% of the portfolio.
Is META a top holding of Nathaniel Simons?
META ranks 2nd of 13 stock positions in the Nathaniel Simons portfolio, at 17.88%.
Did other funds add to META in 2026 Q3?
Among the 11 other tracked funds that hold META, 2 added to it in 2026 Q3 and 6 trimmed it.