SummitTX Capital, L.P.

Position in MTH — Meritage Homes CORP

CIK 2052310 FORT WORTH, TX

Position in MTH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$29,164,609

+$2,444,940 QoQ

Shares Held

471,614

+16.1% QoQ

Ownership

0.707%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

SummitTX Capital, L.P. holds $64,393,509 across 6 Residential Construction names. MTH ranks #1 (45.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTH	Meritage Homes CORP This page	471,614	$29,164,609
2	NVR	Nvr Inc	4,104	$27,044,662
3	MHO	M/I Homes, Inc.	42,574	$5,213,186
4	KBH	Kb Home	34,225	$1,771,143
5	DFH	Dream Finders Homes, Inc.	52,630	$732,609
6	TPH	Tri Pointe Homes, Inc.	10,000	$467,300

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,164,609	471,614	+16.1%	Shares	Sole	2026-05-15
2025-12-31	$26,719,669	406,074	+31.9%	Shares	Sole	2026-02-17
2025-09-30	$22,302,138	307,913	-0.8%	Shares	Defined	2025-11-14
2025-06-30	$20,790,233	310,441	+124.8%	Shares	Defined	2025-08-14
2025-03-31	$9,786,330	138,069	—	Shares	Defined	2025-05-15
No filing history on record for this holder in this stock.