Nathaniel Simons - Meritage Group Options Holdings (Q1 2014)
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 2 put contracts across companies such as SPDR S&P 500 (SPY), SPDR Select Sector Fund - Finan (XLF). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 2 of 2 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2014 | SPY | SPDR S&P 500 | PUT | 3,130,200 | $585,379.00 |
| Q1 2014 | XLF | SPDR Select Sector Fund - Finan | PUT | 2,000,000 | $44,680.00 |
Note: Notional value represents the total exposure of the options position.