DARK FOREST CAPITAL MANAGEMENT LP

Position in MTH — Meritage Homes CORP

CIK 1853322 NEW YORK, NY

Position in MTH

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

Position Value

$2,277,533

-$285,487 QoQ

Shares Held

27,162

-34.5% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#133

of 398 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

DARK FOREST CAPITAL MANAGEMENT LP holds $15,338,377 across 7 Residential Construction names. MTH ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	938	$6,390,969
2	CVCO	Cavco Industries, Inc.	5,698	$3,500,737
3	DHI	Horton D R Inc /De/	14,700	$2,394,336
4	MTH	Meritage Homes CORP This page	27,162	$2,277,533
5	IBP	Installed Building Products, Inc.	2,327	$534,837
6	DFH	Dream Finders Homes, Inc.	13,903	$239,965
7	TMHC	Taylor Morrison Home Corp	3,594	$0

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,277,533	27,162	-34.5%	Shares	Sole	2026-08-14
2026-03-31	$2,563,020	41,446	-36.7%	Shares	Sole	2026-05-15
2025-12-31	$4,311,084	65,518	+53.1%	Shares	Sole	2026-02-17
2025-09-30	$3,098,845	42,784	-29.8%	Shares	Sole	2025-11-17
2025-06-30	$4,081,821	60,950	+17.6%	Shares	Sole	2025-08-14
2025-03-31	$3,673,923	51,833	+3348.6%	Shares	Sole	2025-05-15
2024-09-30	$308,220	1,503	-78.4%	Shares	Sole	2024-11-14
2023-09-30	$852,813	6,968	+207.6%	Shares	Sole	2023-11-13
2023-06-30	$322,241	2,265	+2662.2%	Shares	Sole	2023-08-14
2023-03-31	$9,574	82	+8100.0%	Shares	Sole	2023-05-12
2022-06-30	$72	1	-98.6%	Shares	Sole	2022-08-15
2021-12-31	$8,910	73	-70.0%	Shares	Sole	2022-02-11
2021-06-30	$22,861	243	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.