Position in MHO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,194,226
-$1,633,806 QoQ
Shares Held
44,743
-37.9% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#69
of 351 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MHO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Edgestream Partners, L.P. holds $55,397,824 across 7 Residential Construction names. MHO ranks #5 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
89,274 | $14,707,891 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
86,328 | $11,845,064 | |
| 3 | NVR |
Nvr Inc
|
1,417 | $9,654,587 | |
| 4 | LEN |
Lennar Corp /New/
|
81,584 | $7,295,675 | |
| 5 | MHO |
M/I Homes, Inc.
This page
|
44,743 | $7,194,226 | |
| 6 | DHI |
Horton D R Inc /De/
|
23,366 | $3,805,854 | |
| 7 | GRBK |
Green Brick Partners, Inc.
|
11,176 | $894,527 |
All Filings in MHO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,194,226 | 44,743 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,828,032 | 72,095 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $8,753,786 | 60,605 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,641,993 | 32,483 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,896,758 | 16,612 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $255,529 | 1,922 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $3,562,335 | 29,166 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,305,946 | 31,594 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,835,224 | 35,104 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||