&PARTNERS

Position in MTH — Meritage Homes CORP

CIK 107136 NASHVILLE, TN

Position in MTH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$584,853

-$111,527 QoQ

Shares Held

6,975

-38.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#219

of 398 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

&PARTNERS holds $28,762,919 across 10 Residential Construction names. MTH ranks #6 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	74,112	$10,168,907
2	DHI	Horton D R Inc /De/	53,936	$8,785,095
3	LEN	Lennar Corp /New/	41,491	$3,754,520
4	IBP	Installed Building Products, Inc.	12,063	$2,772,559
5	TOL	Toll Brothers, Inc.	10,442	$1,720,319
6	MTH	Meritage Homes CORP This page	6,975	$584,853
7	NVR	Nvr Inc	59	$401,990
8	GRBK	Green Brick Partners, Inc.	4,457	$356,738

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$584,853	6,975	-38.1%	Shares	Sole	2026-08-14
2026-03-31	$696,380	11,261	+28.2%	Shares	Sole	2026-05-15
2025-12-31	$578,118	8,786	+16.9%	Shares	Sole	2026-02-17
2025-09-30	$544,601	7,519	-5.3%	Shares	Sole	2025-11-14
2025-06-30	$531,540	7,937	+36.1%	Shares	Sole	2025-08-14
2025-03-31	$413,443	5,833	+5.4%	Shares	Sole	2025-05-15
2024-12-31	$851,239	5,534	+125.7%	Shares	Sole	2025-02-14
2024-09-30	$502,831	2,452	-53.6%	Shares	Sole	2024-11-14
2022-09-30	$371,728	5,290	-14.1%	Shares	Sole	2022-10-11
2022-06-30	$446,600	6,160	-19.4%	Shares	Sole	2022-07-06
2022-03-31	$605,317	7,640	0.0%	Shares	Sole	2022-04-26
2021-12-31	$932,538	7,640	-8.4%	Shares	Sole	2022-01-12
2021-09-30	$808,980	8,340	—	Shares	Sole	2021-10-07
No filing history on record for this holder in this stock.