Neo Ivy Capital Management

Position in MTH — Meritage Homes CORP

CIK 1727783 NEW YORK, NY

Position in MTH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,437,435

+$2,437,370 QoQ

Shares Held

29,069

+2906800.0% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#130

of 397 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Neo Ivy Capital Management holds $6,160,352 across 5 Residential Construction names. MTH ranks #1 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTH	Meritage Homes CORP This page	29,069	$2,437,435
2	DHI	Horton D R Inc /De/	9,838	$1,602,413
3	LEN	Lennar Corp /New/	12,900	$1,167,321
4	KBH	Kb Home	15,229	$953,183
5			35,137	$0

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,437,435	29,069	+2906800.0%	Shares	Sole	2026-08-14
2025-12-31	$65	1	-100.0%	Shares	Sole	2026-02-13
2025-09-30	$599,575	8,278	+564.4%	Shares	Sole	2025-11-12
2025-03-31	$88,316	1,246	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.