Neo Ivy 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	-1,246	Closed	-$88.3K	–	432
2025 Q1	$88.3K	Buy	+1,246	New	+$88.3K	0.03%	241
2019 Q4	–	Sell	-842	Closed	-$28K	–	355
2019 Q3	$28K	Buy	+842	New	+$28K	0.02%	253