MTH

Meritage Homes Corp

2 super-investor ownerscombined $121Mlargest position 1.5%

2 super-investors hold MTH worth a combined $121M. The largest position: Greenhaven Associates at 1.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 27 — ranked #494 of 724 scored stocks.

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Why super-investors own MTH

Cohort interest in MTH is thin and stable, with just two holders carrying a combined $121M — a count that has held at one meaningful owner for eight consecutive quarters before Greenblatt's position pushed the total to two. Greenhaven Associates holds the primary conviction stake at 1.5% of its portfolio ($90M), while Joel Greenblatt maintains a rounding-error position at roughly 0.0% ($31M). No one in the cohort added, trimmed, started, or exited in 2026Q1, suggesting neither accumulation enthusiasm nor exit pressure. With concentration maxing out at 1.5% and the broader cohort largely uninterested, super-investor engagement with Meritage Homes remains narrow.

AI-synthesized from 13F filings. Not investment advice.