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MTHIndustrialsCommon Stock

Meritage Homes CORP

Held by 14 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 59001A102 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 14 of the investors we track own this stock. In the latest quarter, 5 of them bought more of it and 6 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
14
+2 vs last quarter (like-for-like)
Total value held
$601.91M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$210.37M
+67.1% vs last quarter
Net shares bought
+1.2M
Est. net flow +$98.81M
Quarter activity
5 bought · 6 sold
2 new · 0 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns MTH?

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Who owns MTH? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↑ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
14 Barrow Hanley Barrow Hanley Mewhinney & Strauss 233 $19.54K 0.0% Held 0 0.0% $0
13 Ray Dalio Bridgewater Associates 2.98K $250.21K 0.0% New +3.0K — +$250.21K
12 Ken Fisher Fisher Asset Management 3.46K $289.87K 0.0% Added +36 +1.1% +$3.02K
11 Chuck Royce Royce & Associates 13.66K $1.15M 0.0% Reduced -31.7K -69.9% -$2.66M
10 Steve Cohen Point72 Asset Management 30.71K $2.58M 0.0% Reduced -220.6K -87.8% -$18.50M
9 Jeremy Grantham GMO 42.39K $3.55M 0.0% Reduced -2.5K -5.7% -$213.15K
8 Ken Griffin Citadel Advisors 127.13K $10.66M 0.0% Reduced -380.5K -75.0% -$31.90M
7 David Shaw D.E. Shaw & Co. 203.64K $17.08M 0.0% Reduced -81.7K -28.6% -$6.85M
6 LSV Asset Management LSV Asset Management 224.00K $18.78M 0.0% Held 0 0.0% $0
5 Norges Bank Norges Bank Investment Management 931.56K $78.11M 0.0% — — — —
4 Israel Englander Millennium Management 1.12M $93.95M 0.1% Added +270.0K +31.8% +$22.64M
3 Edgar Wachenheim Greenhaven Associates 1.30M $108.79M 1.3% Reduced -157.4K -10.8% -$13.19M
2 Ron Baron Baron Capital (BAMCO) 1.34M $112.50M 0.2% New +1.3M — +$112.50M
1 Two Sigma Two Sigma Investments 1.84M $154.21M 0.1% Added +438.1K +31.3% +$36.73M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in MTH

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.