Edgar Wachenheim - Greenhaven Associates
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $6,071,579,036
Holdings Activity Buys Sells    History
Holding/activity history for  Meritage Homes Corp. (MTH)
← All MTH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,454,849 1.48 Reduce 0.72% 0.01 $58.03–81.77 · VW $67.21i $89,967,862 SEC
2025   Q4 1,465,340 1.56 Add 0.85% 0.01 $63.58–75.48 · VW $68.29i $96,419,372 SEC
2025   Q3 1,452,954 1.60 Reduce 2.61% 0.04 $66.43–84.74 · VW $74.53i $105,237,458 SEC
2025   Q2 1,491,955 1.49 Add 4.01% 0.06 $59.27–73.49 · VW $66.58i $99,916,226 SEC
2025   Q1 1,434,368 1.62 Reduce 2.95% 0.05 $68.71–84.50 · VW $74.70i $101,668,004 SEC
2024   Q4 1,478,026 1.68 Reduce 0.72% 0.01 $75.22–103.76 · VW $85.30i $113,674,980 SEC
2024   Q3 1,488,726 1.79 Reduce 3.60% 0.06 $76.05–106.99 · VW $95.19i $152,646,520 SEC
2024   Q2 1,544,306 1.64 Reduce 6.62% 0.09 $74.70–94.98 · VW $83.54i $124,972,963 SEC
2024   Q1 1,653,810 1.34 Add 0.01% <0.01 $73.89–89.85 · VW $83.82i $145,088,751 SEC
2023   Q4 1,653,582 1.54 Add 1.58% 0.02 $54.62–89.41 · VW $77.04i $144,026,992 SEC
2023   Q3 1,627,900 1.29 Add 0.38% <0.01 $60.47–76.28 · VW $65.98i $99,619,341 SEC
2023   Q2 1,621,782 1.53 Add 0.05% <0.01 $56.56–71.35 · VW $66.35i $115,365,463 SEC
2023   Q1 1,620,902 1.47 Reduce 1.13% 0.02 $46.15–58.61 · VW $54.38i $94,628,259 SEC
2022   Q4 1,639,502 1.34 Add 3.38% 0.04 $32.71–48.51 · VW $42.44i $75,581,042 SEC
2022   Q3 1,585,970 1.17 Add 7.95% 0.09 $35.06–45.44 · VW $38.54i $55,723,000 SEC
2022   Q2 1,469,118 1.15 Buy 1.15 $31.25–44.75 · VW $37.42i $53,256,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.06 $36.51–55.99 · VW $49.23i SEC
2020   Q2 65,400 0.06 Buy 0.06 $14.47–39.63 · VW $30.72i $2,489,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.09 $25.60–35.89 · VW $32.22i SEC
2019   Q2 193,434 0.09 Add 0.93% <0.01 $22.00–26.66 · VW $24.78i $4,965,000 SEC
2019   Q1 191,650 0.08 Add 30.69% 0.02 $18.01–23.34 · VW $21.24i $4,284,000 SEC
2018   Q4 146,650 0.05 Reduce 0.68% <0.01 $16.01–20.08 · VW $18.15i $2,692,000 SEC
2018   Q3 147,650 0.05 Add 10.58% <0.01 $19.92–23.59 · VW $21.15i $2,946,000 SEC
2018   Q2 133,520 0.04 Buy 0.04 $20.73–24.35 · VW $22.35i $2,934,000 SEC
Price snapshot:
Current price$73.83
Avg. buy price$38.77
+/- since buy90.45%
52-week low$57.65
52-week high$85.38