Sone Capital Management, LLC

Position in MTH — Meritage Homes CORP

CIK 2026215 NEW YORK, NY

Position in MTH

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

Position Value

$10,746,886

-$4,689,862 QoQ

Shares Held

128,168

-48.7% QoQ

Ownership

0.197%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#67

of 400 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Sone Capital Management, LLC holds $30,732,334 across 3 Residential Construction names. MTH ranks #2 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	114,762	$18,907,039
2	MTH	Meritage Homes CORP This page	128,168	$10,746,886
3	IBP	Installed Building Products, Inc.	4,692	$1,078,409

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,746,886	128,168	-48.7%	Shares	Sole	2026-08-14
2026-03-31	$15,436,748	249,624	-23.9%	Shares	Sole	2026-05-15
2025-12-31	$21,573,911	327,871	+36.3%	Shares	Sole	2026-02-17
2025-09-30	$17,417,821	240,478	+110.9%	Shares	Sole	2025-11-14
2025-06-30	$7,634,847	114,004	+13.2%	Shares	Sole	2025-08-14
2025-03-31	$7,140,025	100,734	+229.6%	Shares	Sole	2025-05-15
2024-12-31	$4,701,200	30,563	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.