Nathaniel Simons - Meritage Group Options Holdings (Q4 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 4 put contracts across companies such as SPDR S&P 500 (SPY), SPDR Gold Trust (GLD), SPDR Select Sector Fund - Finan (XLF). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 5 of 5 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q4 2013 | SPY | SPDR S&P 500 | PUT | 2,830,200 | $522,710.00 |
| Q4 2013 | GLD | SPDR Gold Trust | CALL | 700,000 | $81,284.00 |
| Q4 2013 | XLF | SPDR Select Sector Fund - Finan | PUT | 1,500,000 | $32,790.00 |
| Q4 2013 | SCHW | Charles Schwab Corporation (The | PUT | 803,000 | $20,878.00 |
| Q4 2013 | F | Ford Motor Company | PUT | 498,300 | $7,689.00 |
Note: Notional value represents the total exposure of the options position.