Nathaniel Simons - Meritage Group Options Holdings (Q1 2019)

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 1 call contract and 1 put contract across companies such as Verizon Communications Inc. (VZ), Electronic Arts Inc. (EA). 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 2019 VZ Verizon Communications Inc. PUT 500,000 $29,565.00
Q1 2019 EA Electronic Arts Inc. CALL 200 $20.00

Note: Notional value represents the total exposure of the options position.

Meritage Group 13F Options (Q1 2019)