Nathaniel Simons - Meritage Group Options Holdings (Q2 2015)
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 2 put contracts across companies such as SPDR S&P 500 (SPY), SPDR Gold Trust (GLD), Wells Fargo & Company (WFC). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 4 of 4 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2015 | SPY | SPDR S&P 500 | PUT | 500,000 | $102,925.00 |
| Q2 2015 | GLD | SPDR Gold Trust | CALL | 500,000 | $56,185.00 |
| Q2 2015 | WFC | Wells Fargo & Company | PUT | 398,200 | $22,395.00 |
| Q2 2015 | AMAT | Applied Materials, Inc. | CALL | 600,000 | $11,532.00 |
Note: Notional value represents the total exposure of the options position.