MORGAN STANLEY

Position in MTH — Meritage Homes CORP

CIK 895421 NEW YORK, NY

Back to MTH Full portfolio

Position in MTH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$67,481,635

+$8,549,793 QoQ

Shares Held

804,790

-15.5% QoQ

Ownership

1.23%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Common Shares in MTH Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $2,146,276,330 across 19 Residential Construction names. MTH ranks #7 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	3,696,034	$602,010,011
2	PHM	Pultegroup Inc/Mi/	2,565,379	$351,995,644
3	LEN	Lennar Corp /New/	3,730,132	$337,205,418
4	NVR	Nvr Inc	31,899	$217,340,634
5	TOL	Toll Brothers, Inc.	1,156,108	$190,468,786
6	IBP	Installed Building Products, Inc.	636,759	$146,352,684
7	MTH	Meritage Homes CORP This page	804,790	$67,481,635
8	KBH	Kb Home	907,781	$56,818,009

All Filings in MTH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,481,635	804,790	-15.5%	Shares	Defined	2026-08-13
2026-03-31	$58,931,842	952,973	-47.8%	Shares	Defined	2026-05-15
2025-12-31	$120,147,240	1,825,946	-8.0%	Shares	Defined	2026-05-27
2025-09-30	$143,743,776	1,984,589	-7.9%	Shares	Defined	2026-05-27
2025-06-30	$144,247,211	2,153,908	+3.6%	Shares	Defined	2025-08-14
2025-03-31	$147,333,286	2,078,630	+166.7%	Shares	Defined	2025-05-15
2024-12-31	$119,868,073	779,275	+12.0%	Shares	Defined	2025-05-15
2024-09-30	$142,717,024	695,943	+90.6%	Shares	Defined	2025-05-14
2024-06-30	$59,092,885	365,109	-6.4%	Shares	Defined	2025-05-14
2024-03-31	$68,407,461	389,875	+2.3%	Shares	Defined	2024-10-17
2023-12-31	$66,395,281	381,144	+7.8%	Shares	Defined	2024-08-16
2023-09-30	$43,262,290	353,479	+0.3%	Shares	Defined	2023-11-15
2023-06-30	$50,162,549	352,587	+0.7%	Shares	Defined	2023-08-14
2023-03-31	$40,869,265	350,028	-15.8%	Shares	Defined	2023-05-15
2022-12-31	$38,312,875	415,541	-13.3%	Shares	Defined	2023-02-14
2022-09-30	$33,681,319	479,313	-0.7%	Shares	Defined	2022-11-14
2022-06-30	$35,001,112	482,774	+26.9%	Shares	Defined	2022-10-27
2022-03-31	$30,148,675	380,521	-1.1%	Shares	Defined	2022-10-27
2021-12-31	$46,969,050	384,803	+53.5%	Shares	Defined	2022-02-14
2021-09-30	$24,309,946	250,618	-30.7%	Shares	Defined	2021-11-15
2021-06-30	$34,002,861	361,425	-17.1%	Shares	Defined	2021-08-23
2021-03-31	$40,081,710	436,050	+2.3%	Shares	Defined	2021-05-17
2020-12-31	$35,313,781	426,392	+66.9%	Shares	Defined	2021-02-16
2020-09-30	$28,199,674	255,455	-16.7%	Shares	Defined	2020-11-13
2020-06-30	$23,335,573	306,563	+110.4%	Shares	Defined	2020-08-14
2020-03-31	$5,320,781	145,735	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.