Mitchell 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	-36,182	Closed	-$2.78M	–	114
2024 Q4	$2.78M	Sell	36,182 -5,004	-12%	-$385K	0.49%	60
2024 Q3	$4.22M	Buy	41,186 +346	+0.8%	+$35.5K	0.74%	48
2024 Q2	$3.3M	Buy	+40,840	New	+$3.3M	0.58%	54