SEC 13F Intelligence

Verdad Advisers, LP / MTH

Verdad Advisers, LP’s Meritage Homes Corp Position

Does Verdad Advisers, LP own Meritage Homes Corp (MTH)? Not currently — the last reported position was 74.0K shares worth $7M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q1 2021
Shares
74.0K
% of Portfolio
+2.17%
Quarters Held
2
position exited

Position History MTH

Reported value by quarter
Q4 ’20: $7MQ4 ’20Q1 ’21: $7MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202174.0K$7M+2.17%
Q4 202083.0K$7M+2.59%

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