Position in MTH
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$89,967,862
-$6,451,510 QoQ
Shares Held
1,454,849
-0.7% QoQ
Ownership
2.18%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 34.80697996836785.ToString("F0")%
Shared 65.19302003163216.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MTH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026GREENHAVEN ASSOCIATES INC holds $2,921,683,397 across 6 Residential Construction names. MTH ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
10,632,131 | $923,294,256 | |
| 2 | TOL |
Toll Brothers, Inc.
|
5,645,309 | $770,415,319 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
5,497,109 | $646,514,989 | |
| 4 | DHI |
Horton D R Inc /De/
|
3,466,920 | $475,730,762 | |
| 5 | MTH |
Meritage Homes CORP
This page
|
1,454,849 | $89,967,862 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
270,608 | $15,760,209 |
All Filings in MTH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,967,862 | 1,454,849 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $96,419,372 | 1,465,340 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $105,237,458 | 1,452,954 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $99,916,226 | 1,491,955 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $101,668,003 | 1,434,368 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $56,837,489 | 739,013 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $76,323,260 | 744,363 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $62,486,481 | 772,153 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $72,544,375 | 826,905 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $72,013,496 | 826,791 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $49,809,670 | 813,950 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $57,682,731 | 810,891 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $47,314,129 | 810,451 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $37,790,521 | 819,751 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $27,861,527 | 792,985 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $26,627,763 | 734,559 | Shares | Sole | 2022-08-01 | |
| 2020-06-30 | $1,244,562 | 32,700 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||