Position in MTH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,917,630
+$6,616,730 QoQ
Shares Held
273,317
+3.7% QoQ
Ownership
0.419%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#39
of 400 holders
Holding Since
Mar 2020
20 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, 2026Balyasny Asset Management L.P. holds $212,949,435 across 15 Residential Construction names. MTH ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
397,377 | $64,724,765 | |
| 2 | TOL |
Toll Brothers, Inc.
|
287,889 | $47,429,712 | |
| 3 | KBH |
Kb Home
|
608,767 | $38,102,726 | |
| 4 | MTH |
Meritage Homes CORP
This page
|
273,317 | $22,917,630 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
107,295 | $14,721,946 | |
| 6 | SKY |
Champion Homes, Inc.
|
69,994 | $6,167,871 | |
| 7 | LGIH |
LGI Homes, Inc.
|
76,590 | $4,877,251 | |
| 8 | BZH |
Beazer Homes USA Inc
|
109,859 | $3,081,544 |
All Filings in MTH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,917,630 | 273,317 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,300,900 | 263,598 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $48,776,026 | 741,277 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $81,596,740 | 1,126,560 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $95,299,180 | 1,423,013 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $63,490,618 | 895,748 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $45,071,413 | 293,014 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $116,084,795 | 566,074 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,019,059 | 24,832 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $13,981,115 | 151,639 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $59,485,663 | 846,530 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $60,903,407 | 840,047 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $62,775,117 | 792,315 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $52,429,286 | 429,537 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $56,503,955 | 582,515 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $63,948,622 | 679,726 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $76,956,802 | 837,215 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $30,010,406 | 362,357 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $1,991,451 | 26,162 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $679,305 | 18,606 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||