Bayhunt Capital LLC

Position in MTH — Meritage Homes CORP

CIK 2058173 MILL VALLEY, CA

Position in MTH

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

Position Value

$2,847,797

-$5,074,325 QoQ

Shares Held

33,963

-71.8% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

3.26%

of 13F equity value

Holder Rank

#119

of 398 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Bayhunt Capital LLC holds $7,428,300 across 3 Residential Construction names. MTH ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTH	Meritage Homes CORP This page	33,963	$2,847,797
2	LEN	Lennar Corp /New/	29,936	$2,708,908
3	MHO	M/I Homes, Inc.	11,640	$1,871,595

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,847,797	33,963	-71.8%	Shares	Sole	2026-08-14
2025-12-31	$7,922,122	120,397	—	Shares	Sole	2026-01-23
No filing history on record for this holder in this stock.