Nathaniel Simons - Meritage Group Options Holdings (Q3 2023)
According to the SEC 13F filed on Aug 13, 2026, the Meritage Group portfolio disclosed options positions as of quarter-end Jun 30, 2026. These positions include call and put options tied to underlying equity holdings, providing a deeper look at the fund's use of derivatives for exposure and hedging.
The reported options activity included 0 call contracts and 1 put contract across companies such as SPDR S&P 500 (SPY). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 1 of 1 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2023 | SPY | SPDR S&P 500 | PUT | 1,300,000 | $555,724.00 |
Note: Notional value represents the total exposure of the options position.