Position in MTH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$19,682,000
-$9,622,489 QoQ
Shares Held
318,273
-28.5% QoQ
Ownership
0.477%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.71565291432198.ToString("F0")%
Shared 0.ToString("F0")%
None 0.2843470856780186.ToString("F0")%
Common Shares in MTH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $494,291,325 across 20 Residential Construction names. MTH ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,037,052 | $142,304,274 | |
| 2 | LEN |
Lennar Corp /New/
|
1,561,995 | $135,643,643 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
442,465 | $52,038,306 | |
| 4 | IBP |
Installed Building Products, Inc.
|
195,470 | $51,828,869 | |
| 5 | TOL |
Toll Brothers, Inc.
|
338,806 | $46,236,852 | |
| 6 | MTH |
Meritage Homes CORP
This page
|
318,273 | $19,682,000 | |
| 7 | NVR |
Nvr Inc
|
1,556 | $10,253,774 | |
| 8 | SKY |
Champion Homes, Inc.
|
122,430 | $9,105,117 |
All Filings in MTH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,682,000 | 318,273 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $29,304,489 | 445,357 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $38,250,136 | 528,098 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $30,402,838 | 453,977 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $35,039,030 | 494,343 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,982,386 | 246,813 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $24,811,622 | 241,982 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $19,310,807 | 238,626 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,279,639 | 105,775 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $8,300,715 | 95,301 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,956,842 | 97,342 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,317,988 | 145,048 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $10,852,373 | 185,892 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,179,983 | 177,440 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,882,066 | 195,875 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,345,539 | 257,808 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $13,079,088 | 330,155 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $18,759,888 | 307,388 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,840,175 | 305,983 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,034,147 | 298,345 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $16,437,271 | 357,643 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,270,775 | 296,324 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $14,878,141 | 269,556 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $9,605,124 | 252,368 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,430,368 | 297,473 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||