Meritage Homes Corporation
US ˙ NYSE ˙ US59001A1025

SecurityMTH / Meritage Homes Corporation
InstitutionEthic Inc.
Latest Disclosed Ownership10,582 shares
Latest Disclosed Value $ 654,370
Ethic Inc. reports 27.62% increase in ownership of MTH / Meritage Homes Corporation

On April 27, 2026 - Ethic Inc. filed a 13F-HR form disclosing ownership of 10,582 shares of Meritage Homes Corporation (US:MTH) valued at $654,391 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,292 shares of Meritage Homes Corporation. This represents a change in shares of 27.62% during the quarter. The current value of the position is $722,116 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)
2026-04-27 2026-03-31 13F MERITAGE HOMES COM 59001A102 10,582 2,290 27.62 654 20.00 0.0100
2026-02-03 2025-12-31 13F MERITAGE HOMES COM 59001A102 8,292 -547 -6.19 546 -14.84 0.0084
2025-10-17 2025-09-30 13F MERITAGE HOMES COM 59001A102 8,839 2,590 41.45 640 53.48 0.0105
2025-07-30 2025-06-30 13F MERITAGE HOMES COM 59001A102 6,249 522 9.11 417 2.46 0.0075
2025-05-13 2025-03-31 13F MERITAGE HOMES COM 59001A102 5,727 3,275 133.56 407 7.96 0.0082
2025-02-14 2024-12-31 13F MERITAGE HOMES COM 59001A102 2,452 813 49.60 377 31.36 0.0076
2024-11-13 2024-09-30 13F MERITAGE HOMES COM 59001A102 1,639 -1,790 -52.20 288 -48.19 0.0073
2024-08-13 2024-06-30 13F MERITAGE HOMES COM 59001A102 3,429 1,790 109.21 555 93.03 0.0130
2024-05-13 2024-03-31 13F MERITAGE HOMES COM 59001A102 1,639 -277 -14.46 288 -13.81 0.0073
2024-02-14 2023-12-31 13F MERITAGE HOMES COM 59001A102 1,916 -325 -14.50 334 21.53 0.0099
2023-11-14 2023-09-30 13F MERITAGE HOMES COM 59001A102 2,241 2,241 274 0.0096
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.