Position in MTH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,300,900
-$32,475,126 QoQ
Shares Held
263,598
-64.4% QoQ
Ownership
0.395%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MTH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Balyasny Asset Management L.P. holds $279,119,710 across 13 Residential Construction names. MTH ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
809,565 | $110,481,335 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
613,670 | $72,173,728 | |
| 3 | TPH |
Tri Pointe Homes, Inc.
|
1,123,680 | $52,509,566 | |
| 4 | MTH |
Meritage Homes CORP
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|
263,598 | $16,300,900 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
223,148 | $12,996,139 | |
| 6 | IBP |
Installed Building Products, Inc.
|
16,967 | $4,498,800 | |
| 7 | BZH |
Beazer Homes USA Inc
|
165,096 | $3,176,447 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
4,440 | $2,150,247 |
All Filings in MTH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $22,535,706 | 293,014 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $58,042,397 | 566,074 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,009,529 | 24,832 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $6,990,557 | 151,639 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,742,831 | 846,530 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $30,451,703 | 840,047 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $31,387,558 | 792,315 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,214,643 | 429,537 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,251,977 | 582,515 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $31,974,311 | 679,726 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $38,478,401 | 837,215 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,005,203 | 362,357 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $995,725 | 26,162 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $339,652 | 18,606 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||