YOUSIF CAPITAL MANAGEMENT, LLC
Position in MTH — Meritage Homes CORP
CIK 1858789
BLOOMFIELD HILLS, MI
Position in MTH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,653,102
+$424,218 QoQ
Shares Held
19,715
-0.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#154
of 398 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in MTH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $27,724,358 across 14 Residential Construction names. MTH ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
29,846 | $4,861,316 | |
| 2 | TOL |
Toll Brothers, Inc.
|
27,594 | $4,546,111 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
21,309 | $2,923,807 | |
| 4 | LEN |
Lennar Corp /New/
|
25,963 | $2,349,391 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
28,010 | $2,009,437 | |
| 6 | NVR |
Nvr Inc
|
294 | $2,003,139 | |
| 7 | MTH |
Meritage Homes CORP
This page
|
19,715 | $1,653,102 | |
| 8 | IBP |
Installed Building Products, Inc.
|
6,142 | $1,411,677 |
All Filings in MTH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,653,102 | 19,715 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,228,884 | 19,872 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,368,179 | 20,793 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,743,752 | 24,075 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,931,816 | 28,846 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,019,938 | 28,498 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,225,467 | 14,468 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,013,503 | 14,695 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,458,825 | 15,192 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,016,332 | 17,191 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,382,964 | 19,420 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,337,893 | 19,102 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,892,349 | 20,330 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,516,061 | 21,549 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,244,055 | 24,339 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,141,759 | 30,479 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,254,387 | 31,095 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,790,876 | 35,225 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,238,411 | 34,724 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||