Nathaniel Simons Meritage Group Q1 2026 Portfolio Activity Analysis

In Q1 2026, Nathaniel Simons, managing the Meritage Group portfolio, demonstrated selective adjustments across various sectors. The portfolio's total value stood at $2.65 billion as of March 31, 2026.

Simons showed a preference for Technology stocks, evidenced by steady increases in holdings of Microsoft (MSFT) and Amazon (AMZN). Both companies saw a modest increase in shares held by the Meritage Group, with change percentages of 0.65%. Similarly, Workday (WDAY) and Procore Technologies (PCOR) also showed positive share changes, indicating confidence in these tech sector leaders.

In the Financial Services sector, the picture was more mixed. While S&P Global (SPGI) saw a significant increase in shares (175.87%), TransUnion (TRU), Capital One (COF), and AON (AON) all reported substantial decreases in holdings, ranging from -31.9% to -31.72%. MSCI (MSCI) also decreased its share count, albeit less dramatically (-12.97%).

Simons also initiated a position in the Real Estate sector by investing in Costar Group (CSGP), which experienced a 100% increase in shares during the quarter.

Notably, no positions appear to have been fully exited during this reporting period.

For a complete view of Nathaniel Simons' investment activity, visit his profile at https://www.insiderset.com/investor/nathaniel-simons-meritage-group. Detailed information on the individual stocks discussed can be found at Microsoft, Amazon, TransUnion, Capital One, AON, S&P Global, Workday, Procore Technologies, and Costar Group.