Long Pond Capital’s Meritage Homes MTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$3.37M Sell
2025
Q2
$18.6M Sell
2025
Q1
$79.8M Buy
2024
Q4
$25M Buy
2024
Q3
$19.9M Buy
2024
Q2
Sell
2024
Q1
$32.3M Buy
2023
Q3
Sell
2023
Q2
$20.2M Buy
2023
Q1
$10.8M Sell
2022
Q4
$23.8M Buy
2018
Q4
Sell
2018
Q3
$28M Buy
2016
Q4
Sell
2016
Q3
$4.78M Sell
2016
Q2
$22.4M Buy