Ticker · CUSIP 59001A102

MTH

MERITAGE HOMES CORP

Consumer Cyclical·Residential Construction

···Share

Holders (tracked)

Combined shares

1,454,849

Combined value

$89.97M

Last close

$68.07

Quarter

2026Q1

Price is +10.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$68.07+4.61 (+7.26%)H $81.25 · L $58.76 · Avg Vol 948K

Tracked holders · last 8 quarters

-14 vs previous quarter over the last 8.

SEC event timeline

29 events

Greenhaven Associates trimmed2026-04-06
−10,491 shares · 2026Q1
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+294,117 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+174,558 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+495,120 shares · 2025Q4
Position
Jeremy Grantham (GMO) trimmed2026-02-17
−1,460 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−18,514 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+103,561 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+262,928 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+1,640 shares · 2025Q4
Position
Wellington Management added2026-02-17
+42,831 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+35,991 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+958,249 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) trimmed2026-02-09
−19,266 shares · 2025Q4
Position
Greenhaven Associates added2026-01-07
+12,386 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−73,156 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+45,948 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−261,373 shares · 2025Q3
Position
Steve Cohen (Point72) trimmed2025-11-14
−263,938 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−292,447 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−72,714 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+2,875 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−102 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−1,122,120 shares · 2025Q3
Position
Renaissance Technologies exited2025-11-13
−70,000 shares · 2025Q3
Position
Jeremy Grantham (GMO) added2025-11-13
+8,199 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) exited2025-11-13
−17,306 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) trimmed2025-11-12
−648,611 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−101,090 shares · 2024Q3
Position
Greenhaven Associates trimmed2025-11-04
−39,001 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for MTH →

Follow-the-investor returns

If you'd copied each holder of MTH…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Greenhaven Associates	2018Q2	$72.06	-5.5%	$99.0M

Who moved on this name in 2026Q1

Position changes reported for the latest quarter, grouped by direction.

New positions0

—

Added to0

—

Trimmed1

Greenhaven Associates
−10,491
$649K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q2	15	10,661,660	$28.16B	—
2022Q3	13	9,410,982	$661.3M	-2
2022Q4	13	10,299,109	$949.6M	—
2023Q1	17	10,106,689	$1.18B	+4
2023Q2	19	10,132,452	$1.44B	+2
2023Q3	16	9,361,299	$1.15B	-3
2023Q4	12	9,043,422	$1.58B	-4
2024Q1	14	10,002,379	$1.76B	+2
2024Q2	16	10,025,046	$1.62B	+2
2024Q3	18	3,796,451	$778.5M	+2
2024Q4	17	3,567,810	$548.8M	-1
2025Q1	14	6,919,400	$490.4M	-3
2025Q2	18	8,122,698	$544.0M	+4
2025Q3	13	4,091,222	$296.3M	-5
2025Q4	15	6,408,663	$421.7M	+2
2026Q1	1	1,454,849	$90.0M	-14

Who owns MTH

1 super-investors · 2026Q1

Tracked stake

1.45M

Combined value

$90M

% of shares outstanding

—

shares-out unknown

Quarter action mix

Trim1

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	Greenhaven Associates	1.45M	$90M	1.5%	Trim−10.5K

Recent moves

20 transactions

TRIMGreenhaven Associates
−10,491 · 2026Q1
TRIMAQR Capital Management
−18,514 · 2025Q4
ADDT. Rowe Price
+1,640 · 2025Q4
ADDSteve Cohen (Point72)
+174,558 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+294,117 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+262,928 · 2025Q4
ADDTwo Sigma Investments
+495,120 · 2025Q4
ADDWellington Management
+42,831 · 2025Q4
ADDD.E. Shaw & Co.
+103,561 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+35,991 · 2025Q4
TRIMJeremy Grantham (GMO)
−1,460 · 2025Q4
NEWNorges Bank (Norway SWF)
+958,249 · 2025Q4
TRIMKen Fisher (Fisher Asset Mgmt)
−19,266 · 2025Q4
ADDGreenhaven Associates
+12,386 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−73,156 · 2025Q3
TRIMSteve Cohen (Point72)
−263,938 · 2025Q3
TRIMD.E. Shaw & Co.
−72,714 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−261,373 · 2025Q3
TRIMTwo Sigma Investments
−292,447 · 2025Q3
ADDT. Rowe Price
+2,875 · 2025Q3

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