Edgar Wachenheim - Greenhaven Associates Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $6,071,579,036
Holdings Activity Buys Sells    History
Holding/activity history for  Meritage Homes Corp. (MTH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,454,849 1.48 Reduce 0.72% 0.01 $61.84 $89,967,862 SEC
2025   Q4 1,465,340 1.56 Add 0.85% 0.01 $65.80 $96,419,372 SEC
2025   Q3 1,452,954 1.60 Reduce 2.61% 0.04 $72.43 $105,237,458 SEC
2025   Q2 1,491,955 1.49 Add 4.01% 0.06 $66.97 $99,916,226 SEC
2025   Q1 1,434,368 1.62 Add 94.09% 0.79 $70.88 $101,668,004 SEC
2024   Q4 739,013 1.68 Reduce 0.72% 0.01 $153.82 $113,674,980 SEC
2024   Q3 744,363 1.79 Reduce 3.60% 0.06 $205.07 $152,646,520 SEC
2024   Q2 772,153 1.64 Reduce 6.62% 0.09 $161.85 $124,972,963 SEC
2024   Q1 826,905 1.34 Add 0.01% <0.01 $175.46 $145,088,751 SEC
2023   Q4 826,791 1.54 Add 1.58% 0.02 $174.20 $144,026,992 SEC
2023   Q3 813,950 1.29 Add 0.38% <0.01 $122.39 $99,619,341 SEC
2023   Q2 810,891 1.53 Add 0.05% <0.01 $142.27 $115,365,463 SEC
2023   Q1 810,451 1.47 Reduce 1.13% 0.02 $116.76 $94,628,259 SEC
2022   Q4 819,751 1.34 Add 3.38% 0.04 $92.20 $75,581,042 SEC
2022   Q3 792,985 1.17 Add 7.95% 0.09 $70.27 $55,723,000 SEC
2022   Q2 734,559 1.15 Buy 1.15 $72.50 $53,256,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.06 SEC
2020   Q2 32,700 0.06 Buy 0.06 $76.12 $2,489,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.09 SEC
2019   Q2 96,717 0.09 Add 0.93% <0.01 $51.34 $4,965,000 SEC
2019   Q1 95,825 0.08 Add 30.69% 0.02 $44.71 $4,284,000 SEC
2018   Q4 73,325 0.05 Reduce 0.68% <0.01 $36.71 $2,692,000 SEC
2018   Q3 73,825 0.05 Add 10.58% <0.01 $39.91 $2,946,000 SEC
2018   Q2 66,760 0.04 Buy 0.04 $43.95 $2,934,000 SEC