Jeff Yass’s M/I Homes MHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.5M | Buy |
114,900
+12,700
| +12% | +$1.7M | ﹤0.01% | 2557 |
|
|
2026
Q1 | $12.5M | Buy |
102,200
+33,900
| +50% | +$4.56M | ﹤0.01% | 2792 |
|
|
2025
Q4 | $8.74M | Sell |
68,300
-30,800
| -31% | -$4.07M | ﹤0.01% | 3231 |
|
|
2025
Q3 | $14.3M | Sell |
99,100
-15,000
| -13% | -$2.03M | ﹤0.01% | 2565 |
|
|
2025
Q2 | $12.8M | Buy |
114,100
+5,400
| +5% | +$586K | ﹤0.01% | 2528 |
|
|
2025
Q1 | $12.4M | Buy |
108,700
+45,300
| +71% | +$5.56M | ﹤0.01% | 2251 |
|
|
2024
Q4 | $8.43M | Sell |
63,400
-50,100
| -44% | -$7.89M | ﹤0.01% | 2873 |
|
|
2024
Q3 | $19.4M | Buy |
113,500
+32,000
| +39% | +$4.85M | ﹤0.01% | 1859 |
|
|
2024
Q2 | $9.95M | Buy |
81,500
+1,800
| +2% | +$220K | ﹤0.01% | 2482 |
|
|
2024
Q1 | $10.9M | Buy |
79,700
+6,700
| +9% | +$851K | ﹤0.01% | 2499 |
|
|
2023
Q4 | $10.1M | Sell |
73,000
-38,400
| -34% | -$3.84M | ﹤0.01% | 2639 |
|
|
2023
Q3 | $9.36M | Buy |
111,400
+23,100
| +26% | +$2.14M | ﹤0.01% | 2649 |
|
|
2023
Q2 | $7.7M | Sell |
88,300
-30,000
| -25% | -$2.12M | ﹤0.01% | 2855 |
|
|
2023
Q1 | $7.46M | Buy |
118,300
+90,000
| +318% | +$5.18M | ﹤0.01% | 2876 |
|
|
2022
Q4 | $1.31M | Buy |
28,300
+7,600
| +37% | +$326K | ﹤0.01% | 5597 |
|
|
2022
Q3 | $750K | Sell |
20,700
-6,800
| -25% | -$294K | ﹤0.01% | 7384 |
|
|
2022
Q2 | $1.09M | Buy |
27,500
+20,800
| +310% | +$904K | ﹤0.01% | 6309 |
|
|
2022
Q1 | $297K | Buy |
6,700
+3,400
| +103% | +$173K | ﹤0.01% | 10302 |
|
|
2021
Q4 | $205K | Sell |
3,300
-21,600
| -87% | -$1.29M | ﹤0.01% | 11390 |
|
|
2021
Q3 | $1.44M | Buy |
24,900
+18,200
| +272% | +$1.11M | ﹤0.01% | 6593 |
|
|
2021
Q2 | $393K | Sell |
6,700
-600
| -8% | -$38.7K | ﹤0.01% | 10175 |
|
|
2021
Q1 | $431K | Sell |
7,300
-3,900
| -35% | -$203K | ﹤0.01% | 9819 |
|
|
2020
Q4 | $496K | Sell |
11,200
-17,800
| -61% | -$803K | ﹤0.01% | 8307 |
|
|
2020
Q3 | $1.33M | Buy |
29,000
+15,000
| +107% | +$624K | ﹤0.01% | 5425 |
|
|
2020
Q2 | $482K | Buy |
+14,000
| New | +$383K | ﹤0.01% | 7441 |
|
|
2020
Q1 | – | Sell |
-27,900
| Closed | -$1.1M | – | 10637 |
|
|
2019
Q4 | $1.1M | Buy |
+27,900
| New | +$1.17M | ﹤0.01% | 5346 |
|
|
2018
Q4 | – | Sell |
-8,700
| Closed | -$208K | – | 9560 |
|
|
2018
Q3 | $208K | Buy |
+8,700
| New | +$226K | ﹤0.01% | 8147 |
|
|
2018
Q2 | – | Sell |
-7,900
| Closed | -$252K | – | 10075 |
|
|
2018
Q1 | $252K | Sell |
7,900
-15,200
| -66% | -$499K | ﹤0.01% | 7921 |
|
|
2017
Q4 | $795K | Buy |
23,100
+14,300
| +163% | +$467K | ﹤0.01% | 5705 |
|
|
2017
Q3 | $235K | Buy |
+8,800
| New | +$228K | ﹤0.01% | 7772 |
|
|
2015
Q2 | – | Sell |
-10,900
| Closed | -$260K | – | 10307 |
|
|
2015
Q1 | $260K | Sell |
10,900
-16,400
| -60% | -$359K | ﹤0.01% | 8231 |
|
|
2014
Q4 | $627K | Buy |
27,300
+10,600
| +63% | +$231K | ﹤0.01% | 6803 |
|
|
2014
Q3 | $331K | Buy |
+16,700
| New | +$364K | ﹤0.01% | 7876 |
|
|
2014
Q2 | – | Sell |
-24,100
| Closed | -$540K | – | 9978 |
|
|
2014
Q1 | $540K | Sell |
24,100
-57,800
| -71% | -$1.38M | ﹤0.01% | 6603 |
|
|
2013
Q4 | $2.08M | Buy |
81,900
+8,700
| +12% | +$184K | ﹤0.01% | 4203 |
|
|
2013
Q3 | $1.51M | Buy |
73,200
+28,300
| +63% | +$594K | ﹤0.01% | 4587 |
|
|
2013
Q2 | $1.03M | Buy |
+44,900
| New | +$1.09M | ﹤0.01% | 4938 |
|
Other funds holding MHO
DSC
Jeff Yass's MHO Position: Q2 2026 in Review
Jeff Yass reduced its M/I Homes (MHO) stake by 9.6% in Q2 2026, selling an estimated $241K and leaving 17,082 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #5820.
Jeff Yass first reported a position in MHO in Q2 2013 and has held it in 37 quarters since. The position peaked at $8.05M in Q3 2024. 349 funds tracked by Wall St. Rank hold MHO as of Q2 2026.
- Jeff Yass held 17,082 shares of M/I Homes worth $2.75M as of Q2 2026.
- Jeff Yass sold 1,804 M/I Homes shares in Q2 2026, an estimated $241K.
- M/I Homes made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5820 holding.
- Jeff Yass first reported a position in M/I Homes in Q2 2013 and has held it in 37 quarters since.
- Jeff Yass's M/I Homes position peaked at $8.05M in Q3 2024.
- 349 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.