Alydar Partners’s Meritage Homes MTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-100,000	Closed	-$1.8M	–	66
2014 Q4	$1.8M	Buy	+100,000	New	+$1.8M	0.28%	70
2014 Q3	–	Sell	-290,556	Closed	-$6.13M	–	107
2014 Q2	$6.13M	Buy	+290,556	New	+$6.13M	0.52%	39