Ownership history in FEDERATED HERMES, INC. Β· 51 quarters on record
This page tracks every 13F SEC filing in which FEDERATED HERMES, INC. reported a position in MERITAGE HOMES CORP COM (MTH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FEDERATED HERMES, INC. underperformed the S&P 500 by β4.4% annually on this MTH position. Timing score: 42% (21/50 decisions correct). Average cost basis: $16.60. Maximum drawdown during holding period: β79.2%.
β οΈ Trailed SPY by 4.4% ann. on this position.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
21 of 50 add/trim decisions correct
Best entry: $5.74 (2008 Q4) Β· Worst: $98.85 (2024 Q3)
πͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.
25 adds Β· 26 trims. Bought during 12 of 23 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size