Dendur Capital’s Meritage Homes MTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$58.7M	Buy	876,000 +312,500	+55%	+$20.9M	5.27%	6
2025 Q1	$39.9M	Buy	+563,500	New	+$39.9M	4.69%	8