Guru Ownership Trend
Guru Analysis for Meritage Homes Corporation (MTH)
Meritage Homes Corporation (MTH), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $31.77 M.
Top institutional holders include Cliff Asness and Jeremy Grantham.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $18.48 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 111.7%. Conversely, Steven Cohen reduced exposure by 87.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Meritage Homes Corporation (MTH)
Major holders include Cliff Asness ($30.82 M), Jeremy Grantham ($3.55 M), Steven Cohen ($2.58 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 493,985 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $18.48 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited MTH. The total reported sell value was $36.69 M.
Yes, 2 managers opened new positions in MTH, and 2 increased their existing holdings. The total reported buy value was $18.21 M.
