SEC 13F Intelligence

Woodson Capital Management, LP / MTH

Woodson Capital Management, LP’s Meritage Homes Corp Position

Does Woodson Capital Management, LP own Meritage Homes Corp (MTH)? Not currently — the last reported position was 102.5K shares worth $7M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q1 2025
Shares
102.5K
% of Portfolio
+1.26%
Quarters Held
12
position exited

Position History MTH

Reported value by quarter
Q2 ’22: $7MQ2 ’22Q3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $8MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025102.5K$7M+1.26%
Q4 202438.3K$6M+0.95%
Q3 202430.0K$6M+1.20%
Q2 202442.5K$7M+1.19%
Q1 202439.5K$7M+1.11%
Q4 202334.0K$6M+1.22%
Q3 202343.0K$5M+1.03%
Q2 202356.0K$8M+1.20%
Q1 202368.0K$8M+1.23%
Q4 202290.0K$8M+1.36%
Q3 2022100.0K$7M+1.12%
Q2 2022100.0K$7M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Woodson Capital Management, LP’s full portfolio or all institutional holders of MTH.