Sophron 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	$17.6M	Buy	+262,994	New	+$17.6M	5.39%	4
2025 Q1	–	Sell	-61,392	Closed	-$4.72M	–	42
2024 Q4	$4.72M	Buy	+61,392	New	+$4.72M	1.87%	24