Position in MTH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,664,579
+$1,179,090 QoQ
Shares Held
55,672
-1.3% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 400 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BESSEMER GROUP INC holds $81,837,525 across 17 Residential Construction names. MTH ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
49,960 | $30,694,421 | |
| 2 | IBP |
Installed Building Products, Inc.
|
127,235 | $29,242,082 | |
| 3 | MTH |
Meritage Homes CORP
This page
|
55,672 | $4,664,579 | |
| 4 | SKY |
Champion Homes, Inc.
|
47,597 | $4,194,247 | |
| 5 | MHO |
M/I Homes, Inc.
|
24,190 | $3,889,508 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
48,421 | $3,875,616 | |
| 7 | DHI |
Horton D R Inc /De/
|
9,739 | $1,586,286 | |
| 8 | PHM |
Pultegroup Inc/Mi/
|
8,836 | $1,212,385 |
All Filings in MTH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,664,579 | 55,672 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,485,489 | 56,405 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,878,779 | 58,983 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $107,846 | 1,489 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $19,088 | 319 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $16,373 | 231 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $33,840 | 220 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $34,656 | 169 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $19,098 | 118 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $20,704 | 118 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $20,555 | 118 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $15,910 | 130 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,495 | 130 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $11,676 | 100 | Shares | Defined | 2023-05-10 | |
| 2021-09-30 | $13,580 | 140 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $14,063 | 153 | Shares | Defined | 2021-05-13 | |
| 2020-06-30 | $5,176 | 68 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $803,220 | 22,000 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||