Nathaniel Simons - Meritage Group Options Holdings (Q4 2018)
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 2 put contracts across companies such as SPDR S&P 500 (SPY), Verizon Communications Inc. (VZ), Electronic Arts Inc. (EA). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 3 of 3 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q4 2018 | SPY | SPDR S&P 500 | PUT | 1,000,000 | $249,920.00 |
| Q4 2018 | VZ | Verizon Communications Inc. | PUT | 500,000 | $28,110.00 |
| Q4 2018 | EA | Electronic Arts Inc. | CALL | 200 | $16.00 |
Note: Notional value represents the total exposure of the options position.