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 Q2	–	Sell	-30,000	Closed	-$1.86M	–	18
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baypointe Partners's MTH Position: Q2 2026 in Review

Baypointe Partners sold out of Meritage Homes (MTH) in Q2 2026, closing a stake of 30,000 shares — an estimated $1.86M sold.

Baypointe Partners first reported a position in MTH in Q2 2025 and held it in 3 quarters. The position peaked at $3.38M in Q3 2025. 401 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

Baypointe Partners reported no remaining Meritage Homes position as of Q2 2026 after selling out during the quarter.
Baypointe Partners sold 30,000 Meritage Homes shares in Q2 2026, an estimated $1.86M.
Baypointe Partners first reported a position in Meritage Homes in Q2 2025 and held it in 3 quarters.
Baypointe Partners's Meritage Homes position peaked at $3.38M in Q3 2025.
401 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Baypointe Partners's 13F filing for Q2 2026, filed 30 Jul 2026.