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Baypointe Partners’s Meritage Homes MTH Stock Holding History

Baypointe Partners’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
Q1 		$1.86M Buy
+30,000
New +$2.12M 2.55% 16
2025
Q4 		– Sell
-46,667
Closed -$3.38M – 22
2025
Q3 		$3.38M Buy
46,667
+36,667
+367% +$2.72M 1.54% 22
2025
Q2 		$670K Buy
+10,000
New +$663K 0.79% 28

Other funds holding MTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Baypointe Partners's MTH Position: Q1 2026 in Review

Baypointe Partners opened a new position in Meritage Homes (MTH) in Q1 2026: 30,000 shares worth $1.86M. The stake represents 2.55% of the portfolio and ranks #16 among its holdings. This is a return to the name: Baypointe Partners previously reported a position in MTH as recently as Q3 2025.

Baypointe Partners first reported a position in MTH in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.38M in Q3 2025. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Baypointe Partners held 30,000 shares of Meritage Homes worth $1.86M as of Q1 2026.
  • Meritage Homes was a new Baypointe Partners position in Q1 2026.
  • Meritage Homes made up 2.55% of Baypointe Partners's portfolio in Q1 2026, its #16 holding.
  • Baypointe Partners first reported a position in Meritage Homes in Q2 2025 and has held it in 3 quarters since.
  • Baypointe Partners's Meritage Homes position peaked at $3.38M in Q3 2025.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Baypointe Partners's 13F filing for Q1 2026, filed 30 Apr 2026.