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Equibles

Steamboat Capital Partners, LLC

Position in MHO — M/I Homes, Inc.

CIK 1635663 RYE, NY
Back to MHO Full portfolio

Position in MHO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$12,143,343
+$2,778,612 QoQ
Shares Held
75,523
-1.2% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
#45
of 352 holders
Holding Since
Jun 2021
16 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, 2026

Steamboat Capital Partners, LLC holds $16,119,584 across 2 Residential Construction names. MHO ranks #1 (75.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MHO
M/I Homes, Inc.
This page 		75,523 $12,143,343
2 TOL
Toll Brothers, Inc.
 24,135 $3,976,241

All Filings in MHO

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,143,343 75,523
2026-03-31 $9,364,731 76,478
2025-12-31 $9,849,079 76,976
2025-09-30 $11,120,435 76,990
2025-06-30 $6,226,920 55,538
2025-03-31 $6,452,654 56,513
2024-12-31 $7,659,249 57,610
2024-09-30 $10,071,855 58,776
2024-06-30 $7,327,178 59,990
2024-03-31 $6,828,946 50,106
2023-12-31 $17,742,427 128,811
2023-09-30 $14,373,109 171,027
2023-06-30 $17,438,000 200,000
2023-03-31 $6,309,000 100,000
2021-09-30 $6,179,166 106,906
2021-06-30 $6,307,377 107,506