Position in MTH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,397
+$6,230 QoQ
Shares Held
446
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#311
of 398 holders
Holding Since
Dec 2025
3 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, 2026Kemnay Advisory Services Inc. holds $474,255 across 10 Residential Construction names. MTH ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KBH |
Kb Home
|
2,689 | $168,304 | |
| 2 | LGIH |
LGI Homes, Inc.
|
1,624 | $103,416 | |
| 3 | MTH |
Meritage Homes CORP
This page
|
446 | $37,397 | |
| 4 | IBP |
Installed Building Products, Inc.
|
159 | $36,544 | |
| 5 | SKY |
Champion Homes, Inc.
|
366 | $32,251 | |
| 6 | CVCO |
Cavco Industries, Inc.
|
51 | $31,333 | |
| 7 | MHO |
M/I Homes, Inc.
|
172 | $27,655 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
206 | $16,488 |
All Filings in MTH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,397 | 446 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $31,167 | 504 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,357 | 203 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||