Second Curve Capital’s Meritage Homes MTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-60,000	Closed	-$1.26M	–	27
2014 Q1	$1.26M	Buy	+60,000	New	+$1.26M	0.29%	24