Santa Fe Partners’s Meritage Homes MTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-13,892	Closed	-$298K	–	539
2013 Q3	$298K	Sell	13,892 -37,988	-73%	-$815K	0.06%	391
2013 Q2	$1.12M	Buy	+51,880	New	+$1.12M	0.23%	184