Follow-The-Filings

Security

MTH

Meritage Homes Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 1 new max 1.3% (Greenhaven Associates Inc.)

grid → activity →
owners 13
max % 1.3%
tracked value $872M
qoq N 1 A 5 R 5

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Greenhaven Associates Inc. 2026 Q2 stale 1.3% Reduce -0.23 pp 1,297,494 $109M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.06 pp 615,062 $40M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 850,424 $53M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.04 pp 263,598 $16M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add 0.00 pp 251,287 $16M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 7,701,733 $507M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 958,249 $63M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 507,594 $31M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 285,336 $18M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 124,325 $8M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 173,596 $11M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 10,821 $669 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 3,421 $212 hist

13 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income $738.75M $786.19M $453.01M
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $6.35B $7.16B $7.62B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $4.61B $5.14B $5.2B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $355.57M -$227.58M $118.29M
Cash from investing -$43.62M -$44.07M -$57.7M
Cash from financing -$252.28M $1.98M $63.01M
Net change in cash $59.67M -$269.67M $123.6M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders