Position in MTH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,575,033
-$12,964,555 QoQ
Shares Held
30,710
-87.8% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#129
of 400 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MTH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Point72 Asset Management, L.P. holds $172,085,180 across 10 Residential Construction names. MTH ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
|
952,336 | $83,919,848 | |
| 2 | CVCO |
Cavco Industries, Inc.
|
109,528 | $67,291,812 | |
| 3 | DFH |
Dream Finders Homes, Inc.
|
457,332 | $7,893,550 | |
| 4 | LGIH |
LGI Homes, Inc.
|
71,200 | $4,534,016 | |
| 5 | LEN |
Lennar Corp /New/
|
29,118 | $2,583,057 | |
| 6 | MTH |
Meritage Homes CORP
This page
|
30,710 | $2,575,033 | |
| 7 | HOV |
Hovnanian Enterprises Inc
|
11,910 | $1,696,103 | |
| 8 | LEGH |
Legacy Housing Corp
|
44,576 | $1,171,011 |
All Filings in MTH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,575,033 | 30,710 | Shares | Defined | 2026-08-14 | |
| 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 | $36,364,652 | 177,328 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $4,598,880 | 26,400 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,445,915 | 11,814 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,542,681 | 158,450 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,338,877 | 131,371 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||