BC
MTH icon

Bayhunt Capital’s Meritage Homes MTH Stock Holding History

Bayhunt Capital’s Portfolio MTH Stock Details MTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Buy
+33,963
New +$2.32M 2.9% 17
2026
Q1 		– Sell
-120,397
Closed -$7.92M – 26
2025
Q4 		$7.92M Buy
+120,397
New +$8.34M 4.37% 13

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bayhunt Capital's MTH Position: Q2 2026 in Review

Bayhunt Capital opened a new position in Meritage Homes (MTH) in Q2 2026: 33,963 shares worth $2.23M. The stake represents 2.9% of the portfolio and ranks #17 among its holdings. This is a return to the name: Bayhunt Capital previously reported a position in MTH as recently as Q4 2025.

Bayhunt Capital first reported a position in MTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.92M in Q4 2025. 399 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Bayhunt Capital held 33,963 shares of Meritage Homes worth $2.23M as of Q2 2026.
  • Meritage Homes was a new Bayhunt Capital position in Q2 2026.
  • Meritage Homes made up 2.9% of Bayhunt Capital's portfolio in Q2 2026, its #17 holding.
  • Bayhunt Capital first reported a position in Meritage Homes in Q4 2025 and has held it in 2 quarters since.
  • Bayhunt Capital's Meritage Homes position peaked at $7.92M in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Bayhunt Capital's 13F filing for Q2 2026, filed 14 Aug 2026.