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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
Q2 		$10.7M Sell
128,168
-121,456
-49% -$8.3M 0.82% 52
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sone Capital Management's MTH Position: Q2 2026 in Review

Sone Capital Management reduced its Meritage Homes (MTH) stake by 49% in Q2 2026, selling an estimated $8.3M and leaving 128,168 shares worth $10.7M. The position accounts for 0.82% of the portfolio, ranked #52.

Sone Capital Management first reported a position in MTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.6M in Q4 2025. 401 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • Sone Capital Management held 128,168 shares of Meritage Homes worth $10.7M as of Q2 2026.
  • Sone Capital Management sold 121,456 Meritage Homes shares in Q2 2026, an estimated $8.3M.
  • Meritage Homes made up 0.82% of Sone Capital Management's portfolio in Q2 2026, its #52 holding.
  • Sone Capital Management first reported a position in Meritage Homes in Q4 2024 and has held it in 7 quarters since.
  • Sone Capital Management's Meritage Homes position peaked at $21.6M in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.