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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2026
|
AMZN
Amazon.com, Inc.
|
Sell |
-312,608
|
|
Q2 2026
|
AON
Aon Plc
|
Buy |
+4,349
|
|
Q2 2026
|
COF
Capital One Financial Corporati
|
Buy |
+8,395
|
|
Q2 2026
|
CSGP
CoStar Group, Inc.
|
Buy |
+2,065,158
|
|
Q2 2026
|
EFX
Equifax, Inc.
|
Buy |
+987
|
|
Q2 2026
|
META
Meta Platforms, Inc.
|
Buy - Position Entry |
+286,391
|
|
Q2 2026
|
MSCI
MSCI Inc.
|
Sell |
-131,515
|
|
Q2 2026
|
MSFT
Microsoft Corporation
|
Buy |
+8,123
|
|
Q2 2026
|
PCOR
Procore Technologies, Inc.
|
Sell - Position Exit |
-2,678,410
|
|
Q2 2026
|
SPGI
S&P Global Inc.
|
Buy |
+3,225
|
|
Q2 2026
|
SPY
SPDR S&P 500
|
Sell - Position Exit |
-51,554
|
|
Q2 2026
|
TOST
Toast, Inc.
|
Buy |
+21,804
|
|
Q2 2026
|
TRU
TransUnion
|
Buy |
+23,227
|
|
Q2 2026
|
WDAY
Workday, Inc.
|
Buy |
+10,377
|