Sone Capital Management’s Meritage Homes MTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.63M	Buy	114,004 +13,270	+13%	+$889K	0.7%	60
2025 Q1	$7.14M	Buy	100,734 +39,608	+65%	+$2.81M	0.74%	56
2024 Q4	$4.7M	Buy	+61,126	New	+$4.7M	0.59%	69