Sippican Capital Advisors’s Meritage Homes MTH Stock Holding History

Sippican Capital Advisors’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	$1.62M	Buy	19,344 +11,237	+139%	+$767K	0.99%	41
2026 Q1	$501K	Buy	+8,107	New	+$573K	0.34%	77
2016 Q4	–	Sell	-11,600	Closed	-$201K	–	103
2016 Q3	$201K	Sell	11,600 -5,600	-33%	-$102K	0.23%	93
2016 Q2	$323K	Sell	17,200 -2,000	-10%	-$36.3K	0.38%	76
2016 Q1	$350K	Hold	19,200	–	–	0.45%	72
2015 Q4	$326K	Hold	19,200	–	–	0.41%	73
2015 Q3	$351K	Sell	19,200 -1,500	-7%	-$32.3K	0.45%	69
2015 Q2	$487K	Hold	20,700	–	–	0.49%	67
2015 Q1	$503K	Hold	20,700	–	–	0.51%	66
2014 Q4	$372K	Hold	20,700	–	–	0.37%	81
2014 Q3	$367K	Buy	+20,700	New	+$415K	0.37%	81

Other funds holding MTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sippican Capital Advisors's MTH Position: Q2 2026 in Review

Sippican Capital Advisors increased its Meritage Homes (MTH) stake by 139% in Q2 2026, buying an estimated $767K and bringing the position to 19,344 shares worth $1.62M. The position accounts for 0.99% of the portfolio, ranked #41.

Sippican Capital Advisors first reported a position in MTH in Q3 2014 and has held it in 11 quarters since. 402 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

Sippican Capital Advisors held 19,344 shares of Meritage Homes worth $1.62M as of Q2 2026.
Sippican Capital Advisors bought 11,237 Meritage Homes shares in Q2 2026, an estimated $767K.
Meritage Homes made up 0.99% of Sippican Capital Advisors's portfolio in Q2 2026, its #41 holding.
Sippican Capital Advisors first reported a position in Meritage Homes in Q3 2014 and has held it in 11 quarters since.
402 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.