Varde Management’s Meritage Homes MTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-275,200	Closed	-$9.67M	–	12
2022 Q3	$9.67M	Sell	275,200 -81,400	-23%	-$2.86M	2.79%	8
2022 Q2	$12.9M	Buy	+356,600	New	+$12.9M	3.33%	8