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Evergreen Capital Management’s Meritage Homes MTH Stock Holding History

Evergreen Capital Management’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 		$544K Buy
8,798
+3,286
+60% +$232K 0.01% 740
2025
Q4 		$363K Sell
5,512
-2,122
-28% -$147K 0.01% 926
2025
Q3 		$553K Buy
7,634
+1,880
+33% +$140K 0.01% 615
2025
Q2 		$385K Sell
5,754
-351
-6% -$23.3K 0.01% 675
2025
Q1 		$433K Buy
6,105
+477
+8% +$35.8K 0.01% 565
2024
Q4 		$433K Sell
5,628
-346
-6% -$31.6K 0.01% 564
2024
Q3 		$613K Sell
5,974
-948
-14% -$89.5K 0.02% 442
2024
Q2 		$560K Buy
6,922
+1,634
+31% +$137K 0.02% 439
2024
Q1 		$464K Buy
5,288
+84
+2% +$6.8K 0.02% 468
2023
Q4 		$453K Buy
5,204
+444
+9% +$30.6K 0.02% 447
2023
Q3 		$291K Buy
4,760
+154
+3% +$10.6K 0.01% 560
2023
Q2 		$328K Buy
4,606
+212
+5% +$13.3K 0.01% 525
2023
Q1 		$257K Buy
+4,394
New +$236K 0.01% 565

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

Evergreen Capital Management's MTH Position: Q1 2026 in Review

Evergreen Capital Management increased its Meritage Homes (MTH) stake by 60% in Q1 2026, buying an estimated $232K and bringing the position to 8,798 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #740.

Evergreen Capital Management first reported a position in MTH in Q1 2023 and has held it in 13 quarters since. The position peaked at $613K in Q3 2024. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

  • Evergreen Capital Management held 8,798 shares of Meritage Homes worth $544K as of Q1 2026.
  • Evergreen Capital Management bought 3,286 Meritage Homes shares in Q1 2026, an estimated $232K.
  • Meritage Homes made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #740 holding.
  • Evergreen Capital Management first reported a position in Meritage Homes in Q1 2023 and has held it in 13 quarters since.
  • Evergreen Capital Management's Meritage Homes position peaked at $613K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.