Position in MHO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,162,637
+$288,539 QoQ
Shares Held
75,643
-22.0% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 351 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MHO Over Time
Shares Held
Position Value (USD)
Derivatives in MHO
reported options exposure · as of Dec 31, 2024CallValue
$358,965
CallShares
2,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $181,268,458 across 16 Residential Construction names. MHO ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
631,727 | $57,152,526 | |
| 2 | KBH |
Kb Home
|
653,334 | $40,892,174 | |
| 3 | MTH |
Meritage Homes CORP
|
203,639 | $17,075,129 | |
| 4 | HOV |
Hovnanian Enterprises Inc
|
114,958 | $16,371,168 | |
| 5 | MHO |
M/I Homes, Inc.
This page
|
75,643 | $12,162,637 | |
| 6 | CVCO |
Cavco Industries, Inc.
|
17,902 | $10,998,630 | |
| 7 | IBP |
Installed Building Products, Inc.
|
23,381 | $5,373,888 | |
| 8 | NVR |
Nvr Inc
|
731 | $4,980,594 |
All Filings in MHO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,162,637 | 75,643 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $11,874,098 | 96,971 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,747,584 | 37,105 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,417,636 | 16,738 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,079,708 | 45,306 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,554,719 | 66,165 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $358,965 | 2,700 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $3,177,505 | 23,900 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,259,552 | 48,200 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $3,564,288 | 20,800 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $4,629,106 | 37,900 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $440,314 | 3,605 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $2,406,158 | 19,700 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $2,684,913 | 19,700 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $5,165,391 | 37,900 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $2,603,286 | 18,900 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $211,568 | 1,536 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $637,527 | 7,586 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $1,588,356 | 18,900 | Put | Defined | 2023-11-14 | |
| 2022-12-31 | $256,345 | 5,551 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $341,105 | 9,415 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $695,496 | 15,682 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $863,866 | 13,893 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,580,887 | 27,351 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,013,465 | 17,274 | Shares | Defined | 2021-08-16 | |
| 2020-06-30 | $386,451 | 11,221 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $272,596 | 16,491 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||