Shay Capital LLC

Position in MHO — M/I Homes, Inc.

CIK 1723643 NEW YORK, NY

Position in MHO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,823,700

+$1,150,200 QoQ

Shares Held

30,000

0.0% QoQ

Ownership

0.119%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#80

of 352 holders

Holding Since

Dec 2022

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Shay Capital LLC holds $7,950,643 across 4 Residential Construction names. MHO ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc. This page	30,000	$4,823,700
2	DHI	Horton D R Inc /De/	11,000	$1,791,680
3	LGIH	LGI Homes, Inc.	17,700	$1,127,136
4	LEN	Lennar Corp /New/	2,300	$208,127

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,823,700	30,000	0.0%	Shares	Sole	2026-08-14
2026-03-31	$3,673,500	30,000	+61.7%	Shares	Sole	2026-05-15
2025-12-31	$2,373,472	18,550	+85.5%	Shares	Sole	2026-02-17
2022-12-31	$461,800	10,000	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.