Position in MTH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$144,077,526
+$41,315,463 QoQ
Shares Held
1,718,277
+3.4% QoQ
Ownership
2.64%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 398 holders
Holding Since
Mar 2020
26 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $4,321,906,859 across 18 Residential Construction names. MTH ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,224,096 | $1,176,660,755 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
5,272,775 | $723,477,457 | |
| 3 | LEN |
Lennar Corp /New/
|
5,948,345 | $538,060,404 | |
| 4 | NVR |
Nvr Inc
|
73,735 | $502,386,040 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,490,850 | $410,367,537 | |
| 6 | IBP |
Installed Building Products, Inc.
|
747,359 | $171,772,992 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
259,180 | $159,235,007 | |
| 8 | MTH |
Meritage Homes CORP
This page
|
1,718,277 | $144,077,526 |
All Filings in MTH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,077,526 | 1,718,277 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $102,762,063 | 1,661,741 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $109,787,299 | 1,668,500 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $124,102,068 | 1,713,407 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $113,507,787 | 1,694,905 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $120,613,660 | 1,701,660 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $128,058,994 | 832,525 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $171,636,001 | 836,963 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $138,535,668 | 855,951 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $144,551,843 | 823,845 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $150,133,921 | 861,848 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $100,676,545 | 822,588 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $102,405,803 | 719,799 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $81,354,748 | 696,769 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $61,301,936 | 664,880 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $45,340,663 | 645,235 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $46,038,950 | 635,020 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $50,906,463 | 642,515 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $91,587,232 | 750,346 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $85,446,233 | 880,889 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $79,235,869 | 842,218 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $70,904,146 | 771,368 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $60,692,649 | 732,826 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $74,400,651 | 673,980 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $40,105,648 | 526,874 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $18,900,532 | 517,681 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||