Meritage Homes Corporation (NYSE:MTH) Q1 2026 Earnings Call Transcript
Operator: Greetings, and welcome to the First Quarter 2026 Meritage Homes Analyst Call. [Operator Instructions] Please be advised that today's conference is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Greenhaven Associates Edgar Wachenheim | 1,454,849 | $89,967,862 | -1% | 1.48% |
| 2. | 4,000,000 | $3,869,518 | +279% | 0.03% | |
| 3. | Leucadia National Ian Cumming And Joseph Steinberg | 22,117 | $1,367,715 | +9% | 0.01% |
| 4. | English Capital Management Riley P. English | 13,857 | $856,917 | 0.5% | |
| 5. | Fisher Asset Management Ken Fisher | 3,421 | $211,554 | -1% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $70.00 | 2,200 | $154,000.00 | 9,512 | 2025-07-25 | Filing | |
| $77.21 | 20 | $1,544.20 | 7,220 | 2024-12-31 | Filing | |
| $66.16 | 4,000 | $264,640.00 | 41,700 | 2025-06-12 | Filing | |
| $69.28 | 5,000 | $346,400.00 | 37,700 | 2025-03-13 | Filing | |
| $74.51 | 11,000 | $819,610.00 | 811,192 | 2025-02-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $77.29 | 600 | $46,374.00 | 841,603 | 2026-02-23 | Filing | |
| $75.97 | 4,235 | $321,732.95 | 842,203 | 2026-02-23 | Filing | |
| $77.82 | 232 | $18,054.24 | 19,203 | 2026-02-23 | Filing | |
| $77.05 | 548 | $42,223.40 | 19,435 | 2026-02-23 | Filing | |
| $75.90 | 4,405 | $334,339.50 | 19,983 | 2026-02-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,967,436 | $245,346,242 | 0.01% | |
| 2. | 2,882,810 | $178,272,970 | 0% | |
| 3. | 2,877,968 | $177,969,185 | 0.04% | |
| 4. | 52,841,000 | $51,499,435 | 1.42% | |
| 5. | 823,322 | $50,914,240 | 0.01% |