Nathaniel Simons - Meritage Group Options Holdings (Q2 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 3 call contracts and 5 put contracts across companies such as SPDR S&P 500 (SPY), SPDR Gold Trust (GLD), Apple Inc. (AAPL). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 8 of 8 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2014 | SPY | SPDR S&P 500 | PUT | 5,217,600 | $1,021,189.00 |
| Q2 2014 | GLD | SPDR Gold Trust | CALL | 943,900 | $120,857.00 |
| Q2 2014 | AAPL | Apple Inc. | CALL | 700,000 | $65,051.00 |
| Q2 2014 | INTC | Intel Corporation | PUT | 1,561,400 | $48,247.00 |
| Q2 2014 | MSFT | Microsoft Corporation | CALL | 744,800 | $31,058.00 |
| Q2 2014 | EEM | iShares MSCI Emerging Index Fun | PUT | 701,800 | $30,339.00 |
| Q2 2014 | URI | United Rentals, Inc. | PUT | 215,100 | $22,527.00 |
| Q2 2014 | FANG | Diamondback Energy, Inc. | PUT | 69,400 | $6,163.00 |
Note: Notional value represents the total exposure of the options position.