Position
Fidelity in Meritage Homes Corp
Back to the book · All holders of MTH
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $96.8M$22.66 → $32.27
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 11.2M | $254.1M | — | — | — | 0.0% |
| Q1 2026 | 10.1M | $228.1M | $22.66 | $312.2K | −$26.3M | 0.0% |
| Q2 2026 | 10.4M | $335.1M | $32.27 | $96.8M | $10.1M | 0.0% |