Oakum Bay Capital LLC

Position in MTH — Meritage Homes CORP

CIK 1571727 WESTPORT, CT

Position in MTH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$420,512

New position

Shares Held

6,800

first reported quarter

Ownership

0.010%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Oakum Bay Capital LLC holds $21,187,545 across 5 Residential Construction names. MTH ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LGIH	LGI Homes, Inc.	365,410	$14,444,657
2	BZH	Beazer Homes USA Inc	310,769	$5,979,195
3	MTH	Meritage Homes CORP This page	6,800	$420,512
4	HOV	Hovnanian Enterprises Inc	2,441	$270,731
5	KBH	Kb Home	1,400	$72,450

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$420,512	6,800	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.