Y-Intercept (HK)’s M/I Homes MHO Stock Holding History

Y-Intercept (HK)’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
2026 Q2	–	Sell	-21,229	Closed	-$2.6M	–	1993
2026 Q1	$2.6M	Buy	21,229 +9,032	+74%	+$1.22M	0.05%	597
2025 Q4	$1.56M	Buy	+12,197	New	+$1.61M	0.03%	745
2025 Q3	–	Sell	-29,059	Closed	-$3.26M	–	1852
2025 Q2	$3.26M	Buy	+29,059	New	+$3.16M	0.08%	374
2024 Q3	–	Sell	-2,423	Closed	-$296K	–	1603
2024 Q2	$296K	Buy	+2,423	New	+$296K	0.02%	1037
2023 Q4	–	Sell	-23,397	Closed	-$1.97M	–	1487
2023 Q3	$1.97M	Buy	+23,397	New	+$2.16M	0.19%	143
2022 Q4	–	Sell	-7,452	Closed	-$270K	–	1212
2022 Q3	$270K	Buy	+7,452	New	+$322K	0.03%	740
2021 Q3	–	Sell	-3,473	Closed	-$204K	–	808
2021 Q2	$204K	Buy	+3,473	New	+$224K	0.05%	530

Other funds holding MHO

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CCAM

Capelight Capital Asset Management New York $208M AUM

ONSWM

Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK)'s MHO Position: Q2 2026 in Review

Y-Intercept (HK) sold out of M/I Homes (MHO) in Q2 2026, closing a stake of 21,229 shares — an estimated $2.6M sold.

Y-Intercept (HK) first reported a position in MHO in Q2 2021 and held it in 7 quarters. The position peaked at $3.26M in Q2 2025. 62 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

Y-Intercept (HK) reported no remaining M/I Homes position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 21,229 M/I Homes shares in Q2 2026, an estimated $2.6M.
Y-Intercept (HK) first reported a position in M/I Homes in Q2 2021 and held it in 7 quarters.
Y-Intercept (HK)'s M/I Homes position peaked at $3.26M in Q2 2025.
62 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.