Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 13, 2026, the Meritage Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - Meta Platforms, Inc.

Increases - Aon Plc, Capital One Financial Corporati, CoStar Group, Inc., Equifax, Inc., Microsoft Corporation, and 4 more

Reductions - Amazon.com, Inc., MSCI Inc.

Complete Exits - Procore Technologies, Inc., SPDR S&P 500

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-312,608	-16.9%	$367.61M	1,542,397
Q2 2026	AON Aon Plc	Aon Plc	Buy	+4,349	+0.6%	$227.05M	684,518
Q2 2026	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+8,395	+0.6%	$265.10M	1,321,428
Q2 2026	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+2,065,158	+62.0%	$152.76M	5,394,164
Q2 2026	EFX Equifax, Inc.	Equifax, Inc.	Buy	+987	+0.6%	$24.65M	155,295
Q2 2026	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+286,391	-	$161.32M	286,391
Q2 2026	MSCI MSCI Inc.	MSCI Inc.	Sell	-131,515	-32.4%	$153.77M	274,569
Q2 2026	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+8,123	+0.6%	$476.96M	1,278,653
Q2 2026	PCOR Procore Technologies, Inc.	Procore Technologies, Inc.	Sell - Position Exit	-2,678,410	-100.0%	$0.00	-
Q2 2026	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+3,225	+0.6%	$206.74M	507,635
Q2 2026	SPY SPDR S&P 500	SPDR S&P 500	Sell - Position Exit	-51,554	-100.0%	$0.00	-
Q2 2026	TOST Toast, Inc.	Toast, Inc.	Buy	+21,804	+0.6%	$95.48M	3,432,027
Q2 2026	TRU TransUnion	TransUnion	Buy	+23,227	+0.6%	$263.75M	3,656,097
Q2 2026	WDAY Workday, Inc.	Workday, Inc.	Buy	+10,377	+0.6%	$199.96M	1,633,399
Q1 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+11,999	+0.7%	$386.34M	1,855,005
Q1 2026	AON Aon Plc	Aon Plc	Buy - Position Entry	+680,169	-	$219.54M	680,169
Q1 2026	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-523,983	-28.5%	$239.54M	1,313,033
Q1 2026	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy - Position Entry	+3,329,006	-	$134.29M	3,329,006
Q1 2026	EFX Equifax, Inc.	Equifax, Inc.	Sell	-11,180	-6.8%	$27.79M	154,308
Q1 2026	MSCI MSCI Inc.	MSCI Inc.	Sell	-60,533	-13.0%	$218.88M	406,084
Q1 2026	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+8,219	+0.7%	$470.31M	1,270,530
Q1 2026	PCOR Procore Technologies, Inc.	Procore Technologies, Inc.	Buy	+8,817	+0.3%	$152.67M	2,678,410
Q1 2026	QSR Restaurant Brands International	Restaurant Brands International	Sell - Position Exit	-3,200,731	-100.0%	$0.00	-
Q1 2026	SPGI S&P Global Inc.	S&P Global Inc.	Buy - Position Entry	+504,410	-	$214.55M	504,410
Q1 2026	SPY SPDR S&P 500	SPDR S&P 500	Buy - Position Entry	+51,554	-	$33.53M	51,554
Q1 2026	TOST Toast, Inc.	Toast, Inc.	Buy - Position Entry	+3,410,223	-	$90.41M	3,410,223
Q1 2026	TPX Tempur Sealy International, Inc	Tempur Sealy International, Inc	Sell - Position Exit	-2,403,651	-100.0%	$0.00	-
Q1 2026	TRU TransUnion	TransUnion	Sell	-1,701,618	-31.9%	$251.36M	3,632,870
Q1 2026	WDAY Workday, Inc.	Workday, Inc.	Buy	+10,499	+0.7%	$210.86M	1,623,022