Position in MTH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,778,656
-$305,521 QoQ
Shares Held
44,933
-4.1% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 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, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $119,754,429 across 8 Residential Construction names. MTH ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
230,852 | $31,677,511 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
247,631 | $29,123,881 | |
| 3 | LEN |
Lennar Corp /New/
|
282,555 | $24,537,076 | |
| 4 | TPH |
Tri Pointe Homes, Inc.
|
499,509 | $23,342,055 | |
| 5 | KBH |
Kb Home
|
100,500 | $5,200,875 | |
| 6 | MTH |
Meritage Homes CORP
This page
|
44,933 | $2,778,656 | |
| 7 | TOL |
Toll Brothers, Inc.
|
12,433 | $1,696,731 | |
| 8 | MHO |
M/I Homes, Inc.
|
11,414 | $1,397,644 |
All Filings in MTH
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,778,656 | 44,933 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,084,177 | 46,872 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,500,686 | 48,332 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,687,707 | 40,133 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,194,348 | 45,067 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $236,728 | 3,078 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $131,552 | 1,283 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $174,555 | 2,157 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $278,805 | 3,178 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $634,737 | 8,923 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $639,728 | 10,958 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $818,643 | 17,758 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,020,952 | 29,058 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,854,477 | 51,158 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $961,178 | 24,263 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $625,191 | 10,244 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $494,700 | 10,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $108,192 | 2,300 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||