Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q1 2026)
According to the SEC 13F filed on May 14, 2026, the Meritage Group portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 Q1 2026, the filing reported:
Complete Exits - Restaurant Brands International, Tempur Sealy International, Inc
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
AMZN
Amazon.com, Inc.
|
Buy |
+11,999
|
|
Q1 2026
|
AON
Aon Plc
|
Buy - Position Entry |
+680,169
|
|
Q1 2026
|
COF
Capital One Financial Corporati
|
Sell |
-523,983
|
|
Q1 2026
|
CSGP
CoStar Group, Inc.
|
Buy - Position Entry |
+3,329,006
|
|
Q1 2026
|
EFX
Equifax, Inc.
|
Sell |
-11,180
|
|
Q1 2026
|
MSCI
MSCI Inc.
|
Sell |
-60,533
|
|
Q1 2026
|
MSFT
Microsoft Corporation
|
Buy |
+8,219
|
|
Q1 2026
|
PCOR
Procore Technologies, Inc.
|
Buy |
+8,817
|
|
Q1 2026
|
QSR
Restaurant Brands International
|
Sell - Position Exit |
-3,200,731
|
|
Q1 2026
|
SPGI
S&P Global Inc.
|
Buy - Position Entry |
+504,410
|
|
Q1 2026
|
SPY
SPDR S&P 500
|
Buy - Position Entry |
+51,554
|
|
Q1 2026
|
TOST
Toast, Inc.
|
Buy - Position Entry |
+3,410,223
|
|
Q1 2026
|
TPX
Tempur Sealy International, Inc
|
Sell - Position Exit |
-2,403,651
|
|
Q1 2026
|
TRU
TransUnion
|
Sell |
-1,701,618
|
|
Q1 2026
|
WDAY
Workday, Inc.
|
Buy |
+10,499
|