Nathaniel Simons - Meritage Group 13F Activity & Position Changes (Q1 2026)
As of Mar 31, 2026, the Meritage Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 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
|