New England Research & Management, Inc.

Position in MTH — Meritage Homes CORP

CIK 1596077 CHICAGO, IL

Position in MTH

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$820,388

-$320,560 QoQ

Shares Held

9,784

-47.0% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#201

of 398 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

New England Research & Management, Inc. holds $1,836,989 across 3 Residential Construction names. MTH ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTH	Meritage Homes CORP This page	9,784	$820,388
2	LEN	Lennar Corp /New/	6,345	$574,159
3	IBP	Installed Building Products, Inc.	1,925	$442,442

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$820,388	9,784	-47.0%	Shares	Sole	2026-07-09
2026-03-31	$1,140,948	18,450	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.