Junto 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 Q2	–	Sell	-501,433	Closed	-$35.5M	–	101
2025 Q1	$35.5M	Buy	+501,433	New	+$35.5M	0.74%	50