Jeremy Grantham's MTH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 46,872 shares of Meritage Homes Corporation (MTH) worth $3.08 M, representing 0.01% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in MTH, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 53,790 shares. Largest reduction occurred in Q3 2022, reducing 44,200 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Meritage Homes Corporation (MTH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Meritage Homes Corporation (MTH) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,460 | Reduce 3.02% | 46,872 | $65.80 |
| Q3 2025 | +8,199 | Add 20.43% | 48,332 | $72.43 |
| Q2 2025 | -4,934 | Reduce 10.95% | 40,133 | $66.97 |
| Q1 2025 | +38,911 | Add 632.08% | 45,067 | $70.88 |
| Q4 2024 | +3,590 | Add 139.91% | 6,156 | $76.91 |
| Q3 2024 | -1,748 | Reduce 40.52% | 2,566 | $102.54 |
| Q2 2024 | -2,042 | Reduce 32.13% | 4,314 | $80.92 |
| Q1 2024 | +6,356 | New Buy | 6,356 | $87.73 |
| Q3 2023 | -17,846 | Sold Out | 0 | $0.00 |
| Q2 2023 | -4,070 | Reduce 18.57% | 17,846 | $71.13 |
| Q1 2023 | -13,600 | Reduce 38.29% | 21,916 | $58.38 |
| Q4 2022 | -22,600 | Reduce 38.89% | 35,516 | $46.10 |
| Q3 2022 | -44,200 | Reduce 43.20% | 58,116 | $35.14 |
| Q2 2022 | +53,790 | Add 110.85% | 102,316 | $36.25 |
| Q1 2022 | +28,038 | Add 136.85% | 48,526 | $39.61 |
| Q4 2021 | +88 | Add 0.43% | 20,488 | $61.01 |
| Q3 2021 | +15,800 | Add 343.48% | 20,400 | $48.48 |
| Q2 2021 | +4,600 | New Buy | 4,600 | $46.96 |
Jeremy Grantham's Meritage Homes Corporation Investment FAQs
Jeremy Grantham first purchased Meritage Homes Corporation (MTH) in Q2 2021, acquiring 4,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Meritage Homes Corporation (MTH) for 18 quarters since Q2 2021.
Jeremy Grantham's largest addition to Meritage Homes Corporation (MTH) was in Q2 2022, adding 102,316 shares worth $3.71 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 46,872 shares of Meritage Homes Corporation (MTH), valued at approximately $3.08 M.
As of the Q4 2025 filing, Meritage Homes Corporation (MTH) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Meritage Homes Corporation (MTH) was 102,316 shares, as reported at the end of Q2 2022.