Position in MTH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,539,588
+$1,303,232 QoQ
Shares Held
251,287
+16.1% QoQ
Ownership
0.377%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MTH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Point72 Asset Management, L.P. holds $177,163,939 across 11 Residential Construction names. MTH ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
102,715 | $49,743,847 | |
| 2 | SKY |
Champion Homes, Inc.
|
663,126 | $49,316,680 | |
| 3 | TOL |
Toll Brothers, Inc.
|
279,587 | $38,155,237 | |
| 4 | MTH |
Meritage Homes CORP
This page
|
251,287 | $15,539,588 | |
| 5 | NVR |
Nvr Inc
|
2,007 | $13,225,789 | |
| 6 | LGIH |
LGI Homes, Inc.
|
93,433 | $3,693,406 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
51,684 | $3,010,076 | |
| 8 | MHO |
M/I Homes, Inc.
|
17,664 | $2,162,956 |
All Filings in MTH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,539,588 | 251,287 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,236,356 | 216,358 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,027,574 | 41,800 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,475,273 | 305,738 | Shares | Defined | 2025-08-14 | |
| 2024-09-30 | $18,182,326 | 177,328 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $2,299,440 | 26,400 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $722,957 | 11,814 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,271,340 | 158,450 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,669,438 | 131,371 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||