Meritage Homes Adjusts First-Time Buyer Model Amid Rising Rates

Dendur Capital LP disclosed in a February 17, 2026 SEC filing that it sold its entire stake of 891,000 shares in Meritage Homes Corporation (NYSE:MTH) for an estimated $64.54 million. This sale resulted in a $64.54 million decrease in the fund’s net position for the quarter, as it represented 6.7% of assets under management (AUM) prior to the transaction. Following this trade, Meritage Homes now accounts for 0% of Dendur Capital’s AUM. The filing outlines the fund’s top holdings post-transaction.

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