Nathaniel Simons - Meritage Group Options Holdings (Q3 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 4 put contracts across companies such as SPDR S&P 500 (SPY), SPDR S&P 500 (SPY), SPDR Gold Trust (GLD). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 7 of 7 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2014 | SPY | SPDR S&P 500 | PUT | 3,300,000 | $650,166.00 |
| Q3 2014 | SPY | SPDR S&P 500 | CALL | 3,209,800 | $632,395.00 |
| Q3 2014 | GLD | SPDR Gold Trust | CALL | 815,900 | $94,816.00 |
| Q3 2014 | INTC | Intel Corporation | PUT | 2,029,400 | $70,664.00 |
| Q3 2014 | EEM | iShares MSCI Emerging Index Fun | CALL | 900,000 | $37,404.00 |
| Q3 2014 | EEM | iShares MSCI Emerging Index Fun | PUT | 847,100 | $35,205.00 |
| Q3 2014 | FANG | Diamondback Energy, Inc. | PUT | 69,400 | $5,190.00 |
Note: Notional value represents the total exposure of the options position.