Nathaniel Simons - Meritage Group Options Holdings (Q4 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 3 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 6 of 6 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q4 2014 | SPY | SPDR S&P 500 | PUT | 3,700,000 | $760,498.00 |
| Q4 2014 | SPY | SPDR S&P 500 | CALL | 1,000,000 | $205,540.00 |
| Q4 2014 | GLD | SPDR Gold Trust | CALL | 1,000,000 | $113,580.00 |
| Q4 2014 | INTC | Intel Corporation | PUT | 468,000 | $16,984.00 |
| Q4 2014 | AMAT | Applied Materials, Inc. | CALL | 600,000 | $14,952.00 |
| Q4 2014 | FANG | Diamondback Energy, Inc. | PUT | 69,400 | $4,149.00 |
Note: Notional value represents the total exposure of the options position.