SEC 13F Intelligence

Timelo Investment Management Inc. / MHO

Timelo Investment Management Inc.’s M/I Homes Inc Position

Does Timelo Investment Management Inc. own M/I Homes Inc (MHO)? Not currently — the last reported position was 114.7K shares worth $4M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2022
Shares
114.7K
% of Portfolio
+4.80%
Quarters Held
4
position exited

Position History MHO

Reported value by quarter
Q4 ’21: $13MQ4 ’21Q1 ’22: $13MQ1 ’22Q2 ’22: $14MQ2 ’22Q3 ’22: $4MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022114.7K$4M+4.80%
Q2 2022343.1K$14M+12.38%
Q1 2022283.1K$13M+9.13%
Q4 2021206.6K$13M+6.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Timelo Investment Management Inc.’s full portfolio or all institutional holders of MHO.