MTH
Meritage Homes Corporation · Consumer Cyclical · Residential Construction
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 124 | +2 | 52.89M | $4.43B | +8 | −5 |
| Q1 2026 | 124 | +1 | 50.34M | $3.11B | +5 | −5 |
| Q4 2025 | 122 | -1 | 57.25M | $3.77B | +1 | −1 |
| Q3 2025 | 19 | -2 | 37.44M | $2.71B | — | −3 |
| Q2 2025 | 19 | +1 | 33.07M | $2.21B | +1 | — |
| Q1 2025 | 15 | 0 | 13.25M | $939.49M | +1 | −1 |
| Q4 2024 | 15 | 0 | 6.15M | $945.42M | +3 | −3 |
| Q3 2024 | 14 | -2 | 4.19M | $859.73M | +1 | −3 |
| Q2 2024 | 16 | — | 4.51M | $729.83M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 855.95K | — | $138.56M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 855.95K | — | $138.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 810.62K | — | $131.20M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 810.62K | — | $131.20M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Fisher Asset Management ✦ | 731.67K | — | $118.42M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 653.74K | — | $105.81M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 509.19K | — | $82.41M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 509.19K | — | $82.41M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 509.19K | — | $82.41M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Capital World Investors ✦ | 353.40K | — | $57.20M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Millennium Management ✦ | 315.93K | — | $51.13M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 102.90K | — | $16.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 72.24K | — | $11.69M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 36.22K | — | $5.86M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 21.04K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 21.04K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 21.04K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 20.13K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 19.83K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bridgewater Associates ✦ | 2.54K | — | $410,290 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Marshall Wace ✦ | 2.39K | — | $386,983 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 1.33K | — | $215,261 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 405 tenedores, 65.38M acciones, $3.95B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.