SummitTX Capital, L.P.

Position in MTH — Meritage Homes CORP

CIK 2052310 FORT WORTH, TX

Position in MTH

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

Position Value

$5,125,666

-$24,038,943 QoQ

Shares Held

61,129

-87.0% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#93

of 397 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

SummitTX Capital, L.P. holds $57,076,577 across 6 Residential Construction names. MTH ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	2,827	$19,261,481
2	TOL	Toll Brothers, Inc.	110,615	$18,223,821
3	IBP	Installed Building Products, Inc.	57,316	$13,173,509
4	MTH	Meritage Homes CORP This page	61,129	$5,125,666
5	DFH	Dream Finders Homes, Inc.	74,861	$1,292,100
6			41,046	$0

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,125,666	61,129	-87.0%	Shares	Sole	2026-08-14
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.