Meritage Homes Corporation
US ˙ NYSE ˙ US59001A1025

SecurityMTH / Meritage Homes Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership3,514 shares
Latest Disclosed Value $ 217,320
Stifel Financial Corp reports 38.18% decrease in ownership of MTH / Meritage Homes Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 3,514 shares of Meritage Homes Corporation (US:MTH) valued at $217,306 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,684 shares of Meritage Homes Corporation. This represents a change in shares of -38.18% during the quarter. The current value of the position is $235,825 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)
2026-05-12 2026-03-31 13F MERITAGE HOMES COM 59001A102 3,514 -2,170 -38.18 217 -41.98 0.0000
2026-02-13 2025-12-31 13F MERITAGE HOMES COM 59001A102 5,684 -1,473 -20.58 374 -27.80 0.0003
2025-11-12 2025-09-30 13F MERITAGE HOMES COM 59001A102 7,157 -587 -7.58 518 0.00 0.0005
2025-08-14 2025-06-30 13F MERITAGE HOMES COM 59001A102 7,744 -924 -10.66 519 -15.64 0.0005
2025-05-14 2025-03-31 13F MERITAGE HOMES COM 59001A102 8,668 3,279 60.85 614 -25.93 0.0007
2025-02-13 2024-12-31 13F MERITAGE HOMES COM 59001A102 5,389 -2,713 -33.49 829 -50.09 0.0009
2024-11-14 2024-09-30 13F MERITAGE HOMES COM 59001A102 8,102 3,558 78.30 1,662 125.99 0.0017
2024-08-13 2024-06-30 13F MERITAGE HOMES COM 59001A102 4,544 -92 -1.98 735 -9.59 0.0008
2024-05-14 2024-03-31 13F MERITAGE HOMES COM 59001A102 4,636 65 1.42 813 2.14 0.0009
2024-02-12 2023-12-31 13F MERITAGE HOMES COM 59001A102 4,571 927 25.44 796 78.88 0.0010
2023-11-13 2023-09-30 13F MERITAGE HOMES COM 59001A102 3,644 -1,589 -30.36 446 -40.19 0.0006
2023-08-14 2023-06-30 13F MERITAGE HOMES COM 59001A102 5,233 -3,530 -40.28 745 -27.27 0.0010
2023-05-12 2023-03-31 13F MERITAGE HOMES COM 59001A102 8,763 454 5.46 1,023 33.55 0.0015
2023-02-13 2022-12-31 13F MERITAGE HOMES COM 59001A102 8,309 437 5.55 766 38.52 0.0011
2022-11-14 2022-09-30 13F MERITAGE HOMES COM 59001A102 7,872 -2,318 -22.75 553 -25.07 0.0009
2022-08-15 2022-06-30 13F MERITAGE HOMES COM 59001A102 10,190 788 8.38 738 -1.07 0.0012
2022-05-13 2022-03-31 13F MERITAGE HOMES COM 59001A102 9,402 -708 -7.00 746 -39.55 0.0010
2022-02-14 2021-12-31 13F MERITAGE HOMES COM 59001A102 10,110 763 8.16 1,234 36.20 0.0016
2021-11-15 2021-09-30 13F MERITAGE HOMES COM 59001A102 9,347 -4,007 -30.01 906 -27.92 0.0013
2021-08-13 2021-06-30 13F MERITAGE HOMES COM 59001A102 13,354 -21 -0.16 1,257 2.20 0.0019
2021-05-14 2021-03-31 13F MERITAGE HOMES COM 59001A102 13,375 5,362 66.92 1,230 85.52 0.0020
2021-02-12 2020-12-31 13F MERITAGE HOMES COM 59001A102 8,013 -4,933 -38.10 663 -53.60 0.0012
2020-11-16 2020-09-30 13F MERITAGE HOMES COM 59001A102 12,946 3,116 31.70 1,429 91.04 0.0029
2020-08-14 2020-06-30 13F MERITAGE HOMES COM 59001A102 9,830 4,213 75.00 748 266.67 0.0017
2020-05-14 2020-03-31 13F MERITAGE HOMES COM 59001A102 5,617 -5,568 -49.78 204 -70.18 0.0006
2020-02-13 2019-12-31 13F MERITAGE HOMES COM 59001A102 11,185 3,024 37.05 684 19.16 0.0014
2019-11-19 2019-09-30 13F/A-1 MERITAGE HOMES COM 59001A102 8,161 -1,286 -13.61 574 18.11 0.0015
2019-11-13 2019-09-30 13F MERITAGE HOMES COM 59001A102 8,161 -1,286 574 321.7558
2019-08-14 2019-06-30 13F MERITAGE HOMES COM 59001A102 9,447 2,063 27.94 486 46.83 0.0013
2019-05-14 2019-03-31 13F MERITAGE HOMES COM 59001A102 7,384 754 11.37 331 35.66 0.0009
2019-02-13 2018-12-31 13F MERITAGE HOMES COM 59001A102 6,630 123 1.89 244 -6.15 0.0008
2018-11-13 2018-09-30 13F MERITAGE HOMES COM 59001A102 6,507 346 5.62 260 -3.70 0.0007
2018-08-14 2018-06-30 13F MERITAGE HOMES COM 59001A102 6,161 -1,283 -17.24 270 -19.88 0.0008
2018-05-11 2018-03-31 13F MERITAGE HOMES COM 59001A102 7,444 94 1.28 337 -10.37 0.0011
2018-02-14 2017-12-31 13F MERITAGE HOMES COM 59001A102 7,350 1,414 23.82 376 42.42 0.0012
2017-11-13 2017-09-30 13F MERITAGE HOMES COM 59001A102 5,936 0 0.00 264 5.60 0.0009
2017-08-14 2017-06-30 13F MERITAGE HOMES COM 59001A102 5,936 5,936 250 0.0009
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.