Anchor Bolt Capital’s Meritage Homes MTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-144,140	Closed	-$3.39M	–	67
2015 Q2	$3.39M	Buy	+144,140	New	+$3.39M	0.12%	66
2014 Q1	–	Sell	-33,708	Closed	-$809K	–	82
2013 Q4	$809K	Buy	+33,708	New	+$809K	0.17%	60