Sone Capital Management’s Meritage Homes MTH Stock Holding History

Sone 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 Q1	$15.4M	Sell	249,624 -78,247	-24%	-$5.53M	1.3%	28
2025 Q4	$21.6M	Buy	327,871 +87,393	+36%	+$6.05M	1.75%	16
2025 Q3	$17.4M	Buy	240,478 +126,474	+111%	+$9.4M	1.46%	25
2025 Q2	$7.63M	Buy	114,004 +13,270	+13%	+$879K	0.7%	60
2025 Q1	$7.14M	Buy	100,734 +39,608	+65%	+$2.98M	0.74%	56
2024 Q4	$4.7M	Buy	+61,126	New	+$5.58M	0.59%	69

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sone Capital Management's MTH Position: Q1 2026 in Review

Sone Capital Management reduced its Meritage Homes (MTH) stake by 24% in Q1 2026, selling an estimated $5.53M and leaving 249,624 shares worth $15.4M. The position accounts for 1.3% of the portfolio, ranked #28.

Sone Capital Management first reported a position in MTH in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.6M in Q4 2025. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

Sone Capital Management held 249,624 shares of Meritage Homes worth $15.4M as of Q1 2026.
Sone Capital Management sold 78,247 Meritage Homes shares in Q1 2026, an estimated $5.53M.
Meritage Homes made up 1.3% of Sone Capital Management's portfolio in Q1 2026, its #28 holding.
Sone Capital Management first reported a position in Meritage Homes in Q4 2024 and has held it in 6 quarters since.
Sone Capital Management's Meritage Homes position peaked at $21.6M in Q4 2025.
410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.