Position in MTH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$702,191
-$70,366 QoQ
Shares Held
11,355
-3.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026US BANCORP \DE\ holds $36,126,094 across 19 Residential Construction names. MTH ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
160,599 | $13,946,415 | |
| 2 | DHI |
Horton D R Inc /De/
|
94,025 | $12,902,109 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
19,999 | $2,352,080 | |
| 4 | NVR |
Nvr Inc
|
324 | $2,135,104 | |
| 5 | TOL |
Toll Brothers, Inc.
|
7,494 | $1,022,705 | |
| 6 | TPH |
Tri Pointe Homes, Inc.
|
16,456 | $768,988 | |
| 7 | KBH |
Kb Home
|
14,656 | $758,447 | |
| 8 | MTH |
Meritage Homes CORP
This page
|
11,355 | $702,191 |
All Filings in MTH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $702,191 | 11,355 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $772,557 | 11,741 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $902,187 | 12,456 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $952,846 | 14,228 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $982,892 | 13,867 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $444,615 | 5,781 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $724,101 | 7,062 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,034,058 | 12,778 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $1,129,435 | 12,874 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $912,981 | 10,482 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $266,993 | 4,363 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $365,348 | 5,136 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $456,297 | 7,816 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $70,901 | 1,538 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $53,755 | 1,530 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $48,610 | 1,341 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $50,151 | 1,266 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $86,356 | 1,415 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $65,426 | 1,349 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $60,775 | 1,292 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $52,348 | 1,139 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $47,621 | 1,150 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $69,214 | 1,254 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $43,921 | 1,154 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $12,796 | 701 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||