Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
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
2023   Q3 0 0.00 Sell 100.00% <0.01 $60.47–76.28 · VW $65.98i SEC
2023   Q2 6,268 <0.01 Reduce 14.23% <0.01 $56.56–71.35 · VW $66.35i $445,874 SEC
2023   Q1 7,308 0.01 Buy 0.01 $46.15–58.61 · VW $54.38i $426,641 SEC
2021   Q1 0 0.00 Sell 100.00% <0.01 $39.00–48.97 · VW $44.64i SEC
2020   Q4 6,600 <0.01 Add 95.27% <0.01 $41.35–58.53 · VW $47.10i $273,000 SEC
2020   Q3 3,380 <0.01 Reduce 90.45% 0.03 $36.51–55.99 · VW $49.23i $187,000 SEC
2020   Q2 35,390 0.03 Buy 0.03 $14.47–39.63 · VW $30.72i $1,347,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.08 $25.60–35.89 · VW $32.22i SEC
2019   Q2 223,642 0.08 Buy 0.08 $22.00–26.66 · VW $24.78i $5,741,000 SEC
Price snapshot:
Current price$73.83
52-week low$57.65
52-week high$85.38