Nathaniel Simons - Meritage Group Options Holdings (Q2 2013)
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 5 put contracts across companies such as SPDR S&P 500 (SPY), Morgan Stanley (MS), iShares MSCI Emerging Index Fun (EEM). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 6 of 6 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2013 | SPY | SPDR S&P 500 | PUT | 2,367,100 | $379,730.00 |
| Q2 2013 | MS | Morgan Stanley | PUT | 1,558,800 | $38,081.00 |
| Q2 2013 | EEM | iShares MSCI Emerging Index Fun | PUT | 800,000 | $30,800.00 |
| Q2 2013 | TSLA | Tesla, Inc. | PUT | 100,000 | $10,736.00 |
| Q2 2013 | SCHW | Charles Schwab Corporation (The | PUT | 500,000 | $10,615.00 |
| Q2 2013 | META | Meta Platforms, Inc. | CALL | 200,000 | $4,976.00 |
Note: Notional value represents the total exposure of the options position.