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Lyon Street Capital’s M/I Homes MHO Stock Holding History

Lyon Street Capital’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$534K Sell
12,040
-5,460
-31% -$278K 0.8% 67
2021
Q4 		$1.09M Buy
+17,500
New +$1.05M 1.08% 46
2020
Q3 		$510K Buy
+11,071
New +$460K 1.52% 31
2013
Q3 		– Sell
-90,307
Closed -$2.07M – 45
2013
Q2 		$2.07M Buy
+90,307
New +$2.2M 1.03% 35

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lyon Street Capital's MHO Position: Q1 2022 in Review

Lyon Street Capital reduced its M/I Homes (MHO) stake by 31% in Q1 2022, selling an estimated $278K and leaving 12,040 shares worth $534K. The position accounts for 0.8% of the portfolio, ranked #67.

Lyon Street Capital first reported a position in MHO in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.07M in Q2 2013. 221 funds tracked by Wall St. Rank hold MHO as of Q1 2022.

  • Lyon Street Capital held 12,040 shares of M/I Homes worth $534K as of Q1 2022.
  • Lyon Street Capital sold 5,460 M/I Homes shares in Q1 2022, an estimated $278K.
  • M/I Homes made up 0.8% of Lyon Street Capital's portfolio in Q1 2022, its #67 holding.
  • Lyon Street Capital first reported a position in M/I Homes in Q2 2013 and has held it in 4 quarters since.
  • Lyon Street Capital's M/I Homes position peaked at $2.07M in Q2 2013.
  • 221 funds tracked by Wall St. Rank held M/I Homes as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.