Nathaniel Simons - Meritage Group Options Holdings (Q1 2016)
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 2 call contracts and 1 put contract across companies such as SPDR S&P 500 (SPY), General Motors Company (GM), Autodesk, Inc. (ADSK). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 3 of 3 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2016 | SPY | SPDR S&P 500 | PUT | 3,700,000 | $760,424.00 |
| Q1 2016 | GM | General Motors Company | CALL | 1,000,000 | $31,430.00 |
| Q1 2016 | ADSK | Autodesk, Inc. | CALL | 222,600 | $12,980.00 |
Note: Notional value represents the total exposure of the options position.