Position
Ruffer LLP in M/I Homes, Inc.
Back to the book · All holders of MHO
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$117K$128.15 → $122.79
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 21.8K | $2.8M | — | — | — | 0.1% |
| Q1 2026 | 52.3K | $6.42M | $122.79 | −$117K | $3.74M | 0.3% |