Updated
M/I HomesMHO · Consumer Cyclical
$131.60-2.03%
Market cap$3.3B
IndustryResidential Construction
M/I Homes (MHO) Superinvestor holders
12 of the superinvestors we track hold M/I Homes (MHO) in their latest 13F filings, $328M in total.
Summary
The largest holder is Donald Smith (Donald Smith & Co.), with $224M, 4.0% of the portfolio.
In their latest quarter: 1 opened a new position, 4 added, 6 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Donald Smith Donald Smith & Co. |
Trimmed | 1,391,480 | $224M | 4.0% | Q2 2026 |
| Chuck Royce Royce Investment Partners |
Added | 343,125 | $46M | 0.4% | Q3 2026 |
| Two Sigma Two Sigma Investments |
Added | 141,141 | $23M | 0.0% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 75,643 | $12M | 0.0% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | 73,716 | $12M | 0.0% | Q2 2026 |
| Hotchkis & Wiley Hotchkis & Wiley Capital Management |
Added | 26,686 | $4M | 0.0% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
New position | 13,676 | $2M | 0.0% | Q2 2026 |
| Josef Lakonishok LSV Asset Management |
Trimmed | 12,300 | $2M | 0.0% | Q3 2026 |
| Jeremy Grantham GMO |
Trimmed | 9,016 | $1M | 0.0% | Q2 2026 |
| David Vogel Voloridge Investment Management |
Trimmed | 4,921 | $791,248 | 0.0% | Q2 2026 |
| Jay Petschek Corsair Capital Management |
Held | 4,368 | $702,331 | 0.1% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Added | 1,455 | $233,949 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 12 |
| Q1 2026 | 15 |
| Q4 2025 | 18 |
| Q3 2025 | 19 |
| Q2 2025 | 21 |
| Q1 2025 | 24 |
| Q4 2024 | 24 |
| Q3 2024 | 18 |
Questions about M/I Homes
Which superinvestors own M/I Homes?
12 of the superinvestors we track hold M/I Homes (MHO) in their latest 13F filings, $328M in total. Donald Smith, Chuck Royce, Two Sigma, David Shaw, Cliff Asness, Hotchkis & Wiley.
Who is the largest superinvestor holder of MHO?
The largest holder is Donald Smith (Donald Smith & Co.), with $224M, 4.0% of the portfolio.
From M/I Homes's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.