SEC 13F Intelligence

Capelight Capital Asset Management LP / MHO

Capelight Capital Asset Management LP’s M/I Homes Inc Position

Does Capelight Capital Asset Management LP own M/I Homes Inc (MHO)? Yes — 70.0K shares worth $9M (+6.39% of its 13F portfolio) as of Q1 2026, up from 55.0K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
70.0K
% of Portfolio
+6.39%
Quarters Held
2
currently held

Position History MHO

Reported value by quarter
Q4 ’25: $7MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.0K$9M+6.39%
Q4 202555.0K$7M+5.58%

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