EMG Holdings, L.P.

Position in MHO — M/I Homes, Inc.

CIK 1478394 OLD GREENWICH, CT

Position in MHO

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$5,840,865

+$2,318,530 QoQ

Shares Held

47,700

+73.3% QoQ

Ownership

0.186%

of shares outstanding

% of Portfolio

8.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

EMG Holdings, L.P. holds $11,658,637 across 3 Residential Construction names. MHO ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc. This page	47,700	$5,840,865
2	KBH	Kb Home	77,657	$4,018,749
3	NVR	Nvr Inc	273	$1,799,023

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,840,865	47,700	+73.3%	Shares	Sole	2026-05-19
2025-12-31	$3,522,335	27,529	+54.6%	Shares	Sole	2026-02-17
2025-09-30	$2,572,476	17,810	-73.9%	Shares	Sole	2025-11-14
2025-06-30	$7,657,908	68,301	+133.9%	Shares	Sole	2025-08-12
2023-03-31	$1,842,606	29,206	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.