Kemnay Advisory Services’s Meritage Homes MTH Stock Holding History

Kemnay Advisory Services’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	$31.2K	Buy	504 +301	+148%	+$21.3K	0.01%	422
2025 Q4	$13.4K	Buy	+203	New	+$14.1K	﹤0.01%	669
2018 Q3	–	Sell	-1,484	Closed	-$33K	–	146
2018 Q2	$33K	Sell	1,484 -33,716	-96%	-$758K	0.01%	124
2018 Q1	$796K	Sell	35,200 -16,172	-31%	-$386K	0.34%	81
2017 Q4	$1.31M	Buy	+51,372	New	+$1.27M	0.59%	32

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kemnay Advisory Services's MTH Position: Q1 2026 in Review

Kemnay Advisory Services increased its Meritage Homes (MTH) stake by 148% in Q1 2026, buying an estimated $21.3K and bringing the position to 504 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #422.

Kemnay Advisory Services first reported a position in MTH in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2017. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

Kemnay Advisory Services held 504 shares of Meritage Homes worth $31.2K as of Q1 2026.
Kemnay Advisory Services bought 301 Meritage Homes shares in Q1 2026, an estimated $21.3K.
Meritage Homes made up 0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #422 holding.
Kemnay Advisory Services first reported a position in Meritage Homes in Q4 2017 and has held it in 5 quarters since.
Kemnay Advisory Services's Meritage Homes position peaked at $1.31M in Q4 2017.
410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.