Position in MTH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,406,648
+$5,862,779 QoQ
Shares Held
267,223
-0.1% QoQ
Ownership
0.410%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#40
of 397 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $452,147,766 across 14 Residential Construction names. MTH ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
1,365,796 | $123,578,377 | |
| 2 | DHI |
Horton D R Inc /De/
|
672,964 | $109,612,376 | |
| 3 | NVR |
Nvr Inc
|
10,474 | $71,363,550 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
359,552 | $49,334,129 | |
| 5 | IBP |
Installed Building Products, Inc.
|
122,104 | $28,064,383 | |
| 6 | MTH |
Meritage Homes CORP
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|
267,223 | $22,406,648 | |
| 7 | TOL |
Toll Brothers, Inc.
|
118,527 | $19,527,323 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
31,454 | $19,324,708 |
All Filings in MTH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,406,648 | 267,223 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $16,543,869 | 267,527 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $18,184,948 | 276,367 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,477,274 | 310,331 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $20,741,077 | 309,707 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $20,998,200 | 296,250 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $22,214,069 | 144,416 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $28,717,592 | 140,038 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,959,484 | 135,678 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $22,908,408 | 130,562 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $21,088,477 | 121,059 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,520,104 | 118,638 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,778,391 | 82,789 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,910,817 | 580,650 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,441,828 | 59,022 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,219,783 | 60,051 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,196,880 | 57,888 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,190,474 | 52,890 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,960,922 | 48,836 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,397,592 | 45,336 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,879,106 | 41,232 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,362,985 | 36,586 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,553,920 | 30,837 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,164,439 | 28,666 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,033,545 | 26,715 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $891,756 | 24,425 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||