Position in MTH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,084,260
+$4,551,860 QoQ
Shares Held
227,600
-3.1% QoQ
Ownership
0.349%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#45
of 401 holders
Holding Since
Sep 2025
4 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, 2026Lodge Hill Capital, LLC holds $19,084,260 across 1 Residential Construction name. MTH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTH |
Meritage Homes CORP
This page
|
227,600 | $19,084,260 |
All Filings in MTH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,084,260 | 227,600 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,532,400 | 235,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $13,160,000 | 200,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,729,000 | 300,000 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||