Polymer Capital Management (US) LLC

Position in MHO — M/I Homes, Inc.

CIK 1973324 NEW YORK, NY

Position in MHO

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

Position Value

$1,486,985

+$1,047,050 QoQ

Shares Held

9,248

+140.0% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#139

of 348 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $8,243,788 across 4 Residential Construction names. MHO ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	28,687	$4,672,538
2	CVCO	Cavco Industries, Inc.	2,594	$1,593,701
3	MHO	M/I Homes, Inc. This page	9,248	$1,486,985
4	NVR	Nvr Inc	72	$490,564

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,486,985	9,248	+140.0%	Shares	Sole	2026-08-14
2025-03-31	$439,935	3,853	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.