Steamboat Capital Partners, LLC

Position in MHO — M/I Homes, Inc.

CIK 1635663 RYE, NY

Position in MHO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$9,364,731

-$484,348 QoQ

Shares Held

76,478

-0.6% QoQ

Ownership

0.299%

of shares outstanding

% of Portfolio

2.46%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

15 quarters on record

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

Consumer Cyclical · as of Mar 31, 2026

Steamboat Capital Partners, LLC holds $15,236,546 across 2 Residential Construction names. MHO ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MHO	M/I Homes, Inc. This page	76,478	$9,364,731
2	TMHC	Taylor Morrison Home Corp	100,821	$5,871,815

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,364,731	76,478	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$9,849,079	76,976	-0.0%	Shares	Sole	2026-02-17
2025-09-30	$11,120,435	76,990	+38.6%	Shares	Sole	2025-11-14
2025-06-30	$6,226,920	55,538	-1.7%	Shares	Sole	2025-08-14
2025-03-31	$6,452,654	56,513	-1.9%	Shares	Sole	2025-05-15
2024-12-31	$7,659,249	57,610	-2.0%	Shares	Sole	2025-02-14
2024-09-30	$10,071,855	58,776	-2.0%	Shares	Sole	2024-11-14
2024-06-30	$7,327,178	59,990	+19.7%	Shares	Sole	2024-08-14
2024-03-31	$6,828,946	50,106	-61.1%	Shares	Sole	2024-05-07
2023-12-31	$17,742,427	128,811	-24.7%	Shares	Sole	2024-02-14
2023-09-30	$14,373,109	171,027	-14.5%	Shares	Sole	2023-11-14
2023-06-30	$17,438,000	200,000	+100.0%	Shares	Sole	2023-08-14
2023-03-31	$6,309,000	100,000	-6.5%	Shares	Sole	2023-05-15
2021-09-30	$6,179,166	106,906	-0.6%	Shares	Sole	2021-11-15
2021-06-30	$6,307,377	107,506	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.