Position in MTH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,894,000
+$28,545,600 QoQ
Shares Held
440,000
+225.9% QoQ
Ownership
0.675%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#32
of 401 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MTH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Callodine Capital Management, LP holds $36,894,000 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
|
440,000 | $36,894,000 |
All Filings in MTH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,894,000 | 440,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,348,400 | 135,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||