First Sabrepoint Capital Management’s Meritage Homes MTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-35,000
Closed -$2.69M 41
2024
Q4
$2.69M Sell
35,000
-17,000
-33% -$1.31M 0.72% 31
2024
Q3
$5.33M Sell
52,000
-25,000
-32% -$2.56M 1.55% 21
2024
Q2
$6.23M Buy
77,000
+22,000
+40% +$1.78M 1.88% 19
2024
Q1
$4.83M Hold
55,000
1.29% 19
2023
Q4
$4.79M Buy
55,000
+19,000
+53% +$1.65M 1.58% 18
2023
Q3
$2.2M Sell
36,000
-24,000
-40% -$1.47M 0.94% 23
2023
Q2
$4.27M Buy
60,000
+9,808
+20% +$698K 1.87% 21
2023
Q1
$2.93M Buy
+50,192
New +$2.93M 1.23% 24