GREENHAVEN ASSOCIATES INC

Position in MTH — Meritage Homes CORP

CIK 846222 Purchase, NY

Position in MTH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$108,794,871

+$18,827,009 QoQ

Shares Held

1,297,494

-10.8% QoQ

Ownership

1.99%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

#12

of 398 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 32% Shared 68% None 0%

Consumer Cyclical · as of Jun 30, 2026

GREENHAVEN ASSOCIATES INC holds $3,380,000,880 across 5 Residential Construction names. MTH ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	11,316,279	$1,024,010,086
2	TOL	Toll Brothers, Inc.	5,630,109	$927,560,457
3	PHM	Pultegroup Inc/Mi/	5,455,949	$748,610,762
4	DHI	Horton D R Inc /De/	3,505,800	$571,024,704
5	MTH	Meritage Homes CORP This page	1,297,494	$108,794,871

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,794,871	1,297,494	-10.8%	Shares	Sole	2026-07-28
2026-03-31	$89,967,862	1,454,849	-0.7%	Shares	Sole	2026-04-06
2025-12-31	$96,419,372	1,465,340	+0.9%	Shares	Sole	2026-01-07
2025-09-30	$105,237,458	1,452,954	-2.6%	Shares	Sole	2025-11-04
2025-06-30	$99,916,226	1,491,955	+4.0%	Shares	Sole	2025-07-08
2025-03-31	$101,668,003	1,434,368	+94.1%	Shares	Sole	2025-04-02
2024-12-31	$113,674,979	739,013	-0.7%	Shares	Sole	2025-01-17
2024-09-30	$152,646,520	744,363	-3.6%	Shares	Sole	2024-10-02
2024-06-30	$124,972,963	772,153	-6.6%	Shares	Sole	2024-07-15
2024-03-31	$145,088,751	826,905	+0.0%	Shares	Sole	2024-04-26
2023-12-31	$144,026,992	826,791	+1.6%	Shares	Sole	2024-01-09
2023-09-30	$99,619,340	813,950	+0.4%	Shares	Sole	2023-10-03
2023-06-30	$115,365,462	810,891	+0.1%	Shares	Sole	2023-07-13
2023-03-31	$94,628,258	810,451	-1.1%	Shares	Sole	2023-04-04
2022-12-31	$75,581,042	819,751	+3.4%	Shares	Sole	2023-01-10
2022-09-30	$55,723,055	792,985	+8.0%	Shares	Sole	2022-10-05
2022-06-30	$53,255,527	734,559	+2146.4%	Shares	Sole	2022-08-01
2020-06-30	$2,489,124	32,700	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.