Meritage Homes Corporation
US ˙ NYSE ˙ US59001A1025

SecurityMTH / Meritage Homes Corporation
InstitutionSei Investments Co
Latest Disclosed Ownership68,022 shares
Latest Disclosed Value $ 4,475,781
Sei Investments Co reports 96.39% increase in ownership of MTH / Meritage Homes Corporation

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 68,022 shares of Meritage Homes Corporation (US:MTH) valued at $4,475,848 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 34,637 shares of Meritage Homes Corporation. This represents a change in shares of 96.39% during the quarter. The current value of the position is $4,564,956 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)
2026-02-13 2025-12-31 13F MERITAGE HOMES COM 59001A102 68,022 33,385 96.39 4,476 78.43 0.0044
2025-11-13 2025-09-30 13F MERITAGE HOMES COM 59001A102 34,637 5,769 19.98 2,509 29.75 0.0027
2025-08-14 2025-06-30 13F MERITAGE HOMES COM 59001A102 28,868 -89,689 -75.65 1,933 -77.00 0.0022
2025-05-14 2025-03-31 13F/A-1 MERITAGE HOMES COM 59001A102 118,557 70,858 148.55 8,404 14.53 0.0108
2025-05-13 2025-03-31 13F MERITAGE HOMES COM 59001A102 51,300 3,601 7,528 0.0082
2025-02-11 2024-12-31 13F MERITAGE HOMES COM 59001A102 47,699 4,397 10.15 7,337 -17.38 0.0094
2024-11-12 2024-09-30 13F MERITAGE HOMES COM 59001A102 43,302 22,740 110.59 8,880 166.83 0.0115
2024-08-13 2024-06-30 13F MERITAGE HOMES COM 59001A102 20,562 -1,525 -6.90 3,328 -14.12 0.0047
2024-05-07 2024-03-31 13F MERITAGE HOMES COM 59001A102 22,087 -4,825 -17.93 3,875 -17.34 0.0057
2024-02-14 2023-12-31 13F MERITAGE HOMES COM 59001A102 26,912 -8,270 -23.51 4,688 8.90 0.0075
2023-11-14 2023-09-30 13F MERITAGE HOMES COM 59001A102 35,182 -43,869 -55.49 4,306 -61.72 0.0077
2023-08-11 2023-06-30 13F MERITAGE HOMES COM 59001A102 79,051 17,752 28.96 11,246 57.13 0.0196
2023-05-12 2023-03-31 13F MERITAGE HOMES COM 59001A102 61,299 17,234 39.11 7,157 76.19 0.0133
2023-02-10 2022-12-31 13F MERITAGE HOMES COM 59001A102 44,065 121 0.28 4,063 31.54 0.0090
2022-11-14 2022-09-30 13F MERITAGE HOMES COM 59001A102 43,944 31,763 260.76 3,088 249.72 0.0069
2022-08-15 2022-06-30 13F MERITAGE HOMES COM 59001A102 12,181 6,930 131.97 883 112.77 0.0019
2022-05-13 2022-03-31 13F MERITAGE HOMES COM 59001A102 5,251 1,022 24.17 415 -19.57 0.0008
2022-02-14 2021-12-31 13F MERITAGE HOMES COM 59001A102 4,229 -527 -11.08 516 11.93 0.0010
2021-11-12 2021-09-30 13F MERITAGE HOMES COM 59001A102 4,756 -37,236 -88.67 461 -88.34 0.0010
2021-08-06 2021-06-30 13F MERITAGE HOMES COM 59001A102 41,992 -12,630 -23.12 3,952 -13.22 0.0088
2021-05-12 2021-03-31 13F MERITAGE HOMES COM 59001A102 54,622 -39,838 -42.17 4,554 -41.64 0.0115
2021-02-08 2020-12-31 13F MERITAGE HOMES COM 59001A102 94,460 16,708 21.49 7,803 -9.28 0.0202
2020-12-04 2020-09-30 13F/A-1 MERITAGE HOMES COM 59001A102 77,752 -3,051 -3.78 8,601 39.74 0.0249
2020-11-06 2020-09-30 13F MERITAGE HOMES COM 59001A102 78,598 -2,205 8,694 20,933.2190
2020-08-17 2020-06-30 13F/A-1 MERITAGE HOMES COM 59001A102 80,803 -2,751 -3.29 6,155 101.87 0.0191
2020-08-11 2020-06-30 13F MERITAGE HOMES COM 59001A102 79,376 -4,178 5,202 14,110.7019
2020-05-14 2020-03-31 13F MERITAGE HOMES COM 59001A102 83,554 -1,042 -1.23 3,049 -41.04 0.0112
2020-02-06 2019-12-31 13F MERITAGE HOMES COM 59001A102 84,596 19,713 30.38 5,171 13.50 0.0154
2019-11-12 2019-09-30 13F MERITAGE HOMES COM 59001A102 64,883 51,016 367.90 4,556 539.89 0.0117
2019-08-14 2019-06-30 13F MERITAGE HOMES COM 59001A102 13,867 -34,889 -71.56 712 -68.09 0.0023
2019-05-15 2019-03-31 13F MERITAGE HOMES COM 59001A102 48,756 18,029 58.67 2,231 91.01 0.0075
2019-02-13 2018-12-31 13F MERITAGE HOMES COM 59001A102 30,727 20,635 204.47 1,168 208.99 0.0042
2018-11-08 2018-09-30 13F MERITAGE HOMES COM 59001A102 10,092 -5,149 -33.78 378 -43.58 0.0014
2018-08-03 2018-06-30 13F MERITAGE HOMES COM 59001A102 15,241 6,575 75.87 670 70.92 0.0023
2018-05-11 2018-03-31 13F MERITAGE HOMES COM 59001A102 8,666 597 7.40 392 -5.08 0.0015
2018-02-08 2017-12-31 13F MERITAGE HOMES COM 59001A102 8,069 782 10.73 413 27.47 0.0014
2017-11-06 2017-09-30 13F MERITAGE HOMES COM 59001A102 7,287 3,245 80.28 324 90.59 0.0012
2017-07-31 2017-06-30 13F MERITAGE HOMES COM 59001A102 4,042 4,042 170 0.0007
2016-11-04 2016-09-30 13F MERITAGE HOMES COM 59001A102 0 -5 -100.00 0 0.0000
2016-08-11 2016-06-30 13F MERITAGE HOMES COM 59001A102 5 5 0 0.0000
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.