Position in MHO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,874,098
+$7,126,514 QoQ
Shares Held
96,971
+161.3% QoQ
Ownership
0.379%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026D. E. Shaw & Co., Inc. holds $294,472,802 across 17 Residential Construction names. MHO ranks #11 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
1,033,239 | $89,726,474 | |
| 2 | KBH |
Kb Home
|
605,782 | $31,349,218 | |
| 3 | DHI |
Horton D R Inc /De/
|
197,135 | $27,050,864 | |
| 4 | TMHC |
Taylor Morrison Home Corp
|
456,032 | $26,559,303 | |
| 5 | NVR |
Nvr Inc
|
2,850 | $18,781,015 | |
| 6 | MTH |
Meritage Homes CORP
|
285,336 | $17,645,178 | |
| 7 | TPH |
Tri Pointe Homes, Inc.
|
329,123 | $15,379,917 | |
| 8 | PHM |
Pultegroup Inc/Mi/
|
120,705 | $14,196,115 |
All Filings in MHO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||