Meritage Homes Corporation
US ˙ NYSE ˙ US59001A1025

SecurityMTH / Meritage Homes Corporation
InstitutionLsv Asset Management
Latest Disclosed Ownership224,000 shares
Latest Disclosed Value $ 13,852
Lsv Asset Management reports 38.10% decrease in ownership of MTH / Meritage Homes Corporation

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 224,000 shares of Meritage Homes Corporation (US:MTH) valued at $13,852,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 361,857 shares of Meritage Homes Corporation. This represents a change in shares of -38.10% during the quarter. The current value of the position is $15,305,920 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F Meritage Homes COM 59001A102 224,000 -137,857 -38.10 14 -43.48 0.0299
2026-02-06 2025-12-31 13F Meritage Homes COM 59001A102 361,857 -28,943 -7.41 24 -17.86 0.0519
2025-11-06 2025-09-30 13F Meritage Homes COM 59001A102 390,800 -18,500 -4.52 28 3.70 0.0625
2025-08-11 2025-06-30 13F Meritage Homes COM 59001A102 409,300 -10,700 -2.55 27 -6.90 0.0642
2025-05-09 2025-03-31 13F Meritage Homes COM 59001A102 420,000 210,000 100.00 30 -9.37 0.0715
2025-02-13 2024-12-31 13F Meritage Homes COM 59001A102 210,000 -2,900 -1.36 32 -25.58 0.0746
2024-11-12 2024-09-30 13F Meritage Homes COM 59001A102 212,900 -14,400 -6.34 44 19.44 0.0936
2024-08-06 2024-06-30 13F Meritage Homes COM 59001A102 227,300 10,900 5.04 37 -2.70 0.0806
2024-05-06 2024-03-31 13F Meritage Homes COM 59001A102 216,400 7,000 3.34 38 2.78 0.0786
2024-02-06 2023-12-31 13F Meritage Homes COM 59001A102 209,400 -4,243 -1.99 36 38.46 0.0796
2023-11-03 2023-09-30 13F Meritage Homes COM 59001A102 213,643 5,800 2.79 26 -10.34 0.0608
2023-08-02 2023-06-30 13F Meritage Homes COM 59001A102 207,843 -13,417 -6.06 30 16.00 0.0652
2023-05-02 2023-03-31 13F Meritage Homes COM 59001A102 221,260 -14,100 -5.99 26 19.05 0.0579
2023-02-08 2022-12-31 13F Meritage Homes COM 59001A102 235,360 -6,200 -2.57 22 -99.88 0.0479
2022-11-07 2022-09-30 13F/A-1 Meritage Homes COM 59001A102 241,560 -1,400 -0.58 16,974 -3.64 0.0399
2022-11-04 2022-09-30 13F Meritage Homes COM 59001A102 242,960 0 17,615 0.0381
2022-08-10 2022-06-30 13F Meritage Homes COM 59001A102 242,960 -16,100 -6.21 17,615 -14.18 0.0381
2022-05-12 2022-03-31 13F Meritage Homes COM 59001A102 259,060 -24,040 -8.49 20,525 -40.60 0.0377
2022-01-28 2021-12-31 13F Meritage Homes COM 59001A102 283,100 -51,894 -15.49 34,555 6.34 0.0612
2021-11-04 2021-09-30 13F Meritage Homes COM 59001A102 334,994 -37,900 -10.16 32,494 -7.37 0.0587
2021-08-04 2021-06-30 13F Meritage Homes COM 59001A102 372,894 -35,342 -8.66 35,081 -6.51 0.0596
2021-04-30 2021-03-31 13F Meritage Homes COM 59001A102 408,236 6,030 1.50 37,525 12.65 0.0641
2021-02-08 2020-12-31 13F Meritage Homes COM 59001A102 402,206 -61,300 -13.23 33,310 -34.90 0.0605
2020-10-23 2020-09-30 13F Meritage Homes COM 59001A102 463,506 -24,800 -5.08 51,166 37.66 0.1047
2020-08-05 2020-06-30 13F Meritage Homes COM 59001A102 488,306 -67,900 -12.21 37,169 83.04 0.0771
2020-05-07 2020-03-31 13F Meritage Homes COM 59001A102 556,206 -72,100 -11.48 20,307 -47.11 0.0491
2020-02-10 2019-12-31 13F Meritage Homes COM 59001A102 628,306 -25,700 -3.93 38,395 -16.55 0.0598
2019-11-07 2019-09-30 13F Meritage Homes COM 59001A102 654,006 78,626 13.67 46,009 55.75 0.0761
2019-08-08 2019-06-30 13F/A-1 Meritage Homes COM 59001A102 575,380 51,480 9.83 29,540 26.12 0.0476
2019-08-07 2019-06-30 13F Meritage Homes COM 59001A102 523,900 0 23,423
2019-05-07 2019-03-31 13F Meritage Homes COM 59001A102 523,900 23,100 4.61 23,423 27.38 0.0375
2019-02-05 2018-12-31 13F Meritage Homes COM 59001A102 500,800 3,500 0.70 18,389 -7.32 0.0327
2018-11-06 2018-09-30 13F Meritage Homes COM 59001A102 497,300 21,900 4.61 19,842 -5.03 0.0297
2018-08-08 2018-06-30 13F Meritage Homes COM 59001A102 475,400 -8,000 -1.65 20,893 -4.48 0.0327
2018-05-04 2018-03-31 13F Meritage Homes COM 59001A102 483,400 0 0.00 21,873 -11.62 0.0347
2018-01-31 2017-12-31 13F Meritage Homes COM 59001A102 483,400 -1,900 -0.39 24,750 14.87 0.0391
2017-11-13 2017-09-30 13F Meritage Homes COM 59001A102 485,300 -6,900 -1.40 21,547 3.74 0.0355
2017-08-09 2017-06-30 13F Meritage Homes COM 59001A102 492,200 -6,300 -1.26 20,770 13.23 0.0370
2017-05-01 2017-03-31 13F Meritage Homes COM 59001A102 498,500 0 0.00 18,344 5.75 0.0334
2017-02-07 2016-12-31 13F Meritage Homes COM 59001A102 498,500 -2,940 -0.59 17,347 -0.30 0.0319
2016-11-07 2016-09-30 13F Meritage Homes COM 59001A102 501,440 3,200 0.64 17,399 -6.97 0.0342
2016-08-05 2016-06-30 13F Meritage Homes COM 59001A102 498,240 40,440 8.83 18,703 12.05 0.0383
2016-05-10 2016-03-31 13F Meritage Homes COM 59001A102 457,800 -4,900 -1.06 16,691 6.13 0.0350
2016-02-03 2015-12-31 13F Meritage Homes COM 59001A102 462,700 48,400 11.68 15,727 3.95 0.0341
2015-11-05 2015-09-30 13F Meritage Homes COM 59001A102 414,300 310,200 297.98 15,130 208.65 0.0339
2015-08-07 2015-06-30 13F Meritage Homes COM 59001A102 104,100 99,300 2,068.75 4,902 2,003.86 0.0102
2015-05-06 2015-03-31 13F Meritage Homes COM 59001A102 4,800 4,800 233 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.