Palouse Capital Management’s Meritage Homes MTH Stock Holding History

Palouse Capital Management’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 Q2	$157K	Sell	1,872 -74	-4%	-$5.05K	0.1%	77
2026 Q1	$120K	Sell	1,946 -200	-9%	-$14.1K	0.08%	84
2025 Q4	$141K	Sell	2,146 -73	-3%	-$5.05K	0.09%	80
2025 Q3	$161K	Sell	2,219 -124	-5%	-$9.21K	0.1%	77
2025 Q2	$157K	Buy	2,343 +2	+0.1%	+$133	0.1%	77
2025 Q1	$166K	Buy	2,341 +961	+70%	+$72.2K	0.11%	71
2024 Q4	$106K	Hold	1,380	–	–	0.07%	94
2024 Q3	$141K	Sell	1,380 -798	-37%	-$75.3K	0.09%	82
2024 Q2	$176K	Sell	2,178 -312	-13%	-$26.2K	0.12%	70
2024 Q1	$218K	Sell	2,490 -140	-5%	-$11.3K	0.14%	65
2023 Q4	$229K	Buy	+2,630	New	+$181K	0.16%	68
2023 Q1	–	Sell	-4,622	Closed	-$12.7M	–	78
2022 Q4	$12.7M	Buy	+4,622	New	+$187K	0.88%	35
2022 Q2	–	Sell	-5,568	Closed	-$221K	–	93
2022 Q1	$221K	Buy	+5,568	New	+$272K	0.1%	92

Other funds holding MTH

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Palouse Capital Management's MTH Position: Q2 2026 in Review

Palouse Capital Management reduced its Meritage Homes (MTH) stake by 3.8% in Q2 2026, selling an estimated $5.05K and leaving 1,872 shares worth $157K. The position accounts for 0.1% of the portfolio, ranked #77.

Palouse Capital Management first reported a position in MTH in Q1 2022 and has held it in 13 quarters since. The position peaked at $12.7M in Q4 2022. 38 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

Palouse Capital Management held 1,872 shares of Meritage Homes worth $157K as of Q2 2026.
Palouse Capital Management sold 74 Meritage Homes shares in Q2 2026, an estimated $5.05K.
Meritage Homes made up 0.1% of Palouse Capital Management's portfolio in Q2 2026, its #77 holding.
Palouse Capital Management first reported a position in Meritage Homes in Q1 2022 and has held it in 13 quarters since.
Palouse Capital Management's Meritage Homes position peaked at $12.7M in Q4 2022.
38 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.