Cliff Asness's MHO Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 62,615 shares of M/I Homes, Inc. (MHO) worth $9.04 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in MHO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2019, adding 172,020 shares. Largest reduction occurred in Q2 2013, reducing 177,900 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's M/I Homes (MHO) Holding Value Over Time
Track share changes against reported price movement
Quarterly M/I Homes (MHO) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +237,687 | Add 0.00% | 237,686 | $26.50 |
| Q2 2013 | +59,787 | Add 0.00% | 59,786 | $22.97 |
| Q3 2013 | -869 | Reduce 1.45% | 58,917 | $20.62 |
| Q4 2013 | -30,900 | Reduce 52.45% | 28,017 | $25.45 |
| Q1 2014 | -1,800 | Reduce 6.42% | 26,217 | $22.43 |
| Q2 2014 | -26,217 | Sold Out | 26,217 | $0.00 |
| Q2 2015 | +8,960 | New Buy | 8,960 | $24.67 |
| Q3 2015 | -406 | Reduce 4.53% | 8,554 | $23.61 |
| Q4 2015 | -8,554 | Sold Out | 8,554 | $0.00 |
| Q4 2016 | +25,754 | New Buy | 25,754 | $25.16 |
| Q1 2017 | +23,000 | Add 89.31% | 48,754 | $24.49 |
| Q2 2017 | -18,958 | Reduce 38.89% | 29,796 | $28.56 |
| Q3 2017 | +7,701 | Add 25.85% | 37,497 | $26.72 |
| Q4 2017 | +74,489 | Add 198.65% | 111,986 | $34.40 |
| Q1 2018 | +15,123 | Add 13.50% | 127,109 | $31.85 |
| Q2 2018 | +3,252 | Add 2.56% | 130,361 | $26.48 |
| Q3 2018 | -87,607 | Reduce 67.20% | 42,754 | $23.93 |
| Q4 2018 | -29,650 | Reduce 69.35% | 13,104 | $20.99 |
| Q1 2019 | -1,440 | Reduce 10.99% | 11,664 | $26.58 |
| Q2 2019 | +15,273 | Add 130.94% | 26,937 | $28.55 |
| Q3 2019 | +172,020 | Add 638.60% | 198,957 | $37.65 |
| Q4 2019 | +43,370 | Add 21.80% | 242,327 | $39.35 |
| Q1 2020 | -115,241 | Reduce 47.56% | 127,086 | $16.53 |
| Q2 2020 | +475 | Add 0.37% | 127,561 | $34.44 |
| Q3 2020 | -24,573 | Reduce 19.26% | 102,988 | $46.05 |
| Q4 2020 | -44,179 | Reduce 42.90% | 58,809 | $44.30 |
| Q1 2021 | -10,004 | Reduce 17.01% | 48,805 | $59.07 |
| Q2 2021 | +446 | Add 0.91% | 49,251 | $58.68 |
| Q3 2021 | -1,355 | Reduce 2.75% | 47,896 | $57.79 |
| Q4 2021 | +514 | Add 1.07% | 48,410 | $62.18 |
| Q1 2022 | +9,334 | Add 19.28% | 57,744 | $44.35 |
| Q2 2022 | -10,680 | Reduce 18.50% | 47,064 | $39.67 |
| Q3 2022 | +40,208 | Add 85.43% | 87,272 | $36.23 |
| Q4 2022 | +19,142 | Add 21.93% | 106,414 | $46.18 |
| Q1 2023 | +10,473 | Add 9.84% | 116,887 | $63.09 |
| Q2 2023 | +28,036 | Add 23.99% | 144,923 | $87.19 |
| Q3 2023 | -50,432 | Reduce 34.80% | 94,491 | $84.04 |
| Q4 2023 | -18,770 | Reduce 19.86% | 75,721 | $137.74 |
| Q1 2024 | -3,404 | Reduce 4.50% | 72,317 | $136.29 |
| Q2 2024 | +651 | Add 0.90% | 72,968 | $122.14 |
| Q3 2024 | -9,084 | Reduce 12.45% | 63,884 | $171.36 |
| Q4 2024 | -1,326 | Reduce 2.08% | 62,558 | $132.95 |
| Q1 2025 | -14,809 | Reduce 23.67% | 47,749 | $114.18 |
| Q2 2025 | +9,402 | Add 19.69% | 57,151 | $112.12 |
| Q3 2025 | +5,464 | Add 9.56% | 62,615 | $144.44 |
Cliff Asness's M/I Homes Investment FAQs
Cliff Asness first purchased M/I Homes, Inc. (MHO) in Q4 2012, acquiring 237,686 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held M/I Homes, Inc. (MHO) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to M/I Homes, Inc. (MHO) was in Q4 2012, adding 237,686 shares worth $6.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 62,615 shares of M/I Homes, Inc. (MHO), valued at approximately $9.04 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, M/I Homes, Inc. (MHO) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in M/I Homes, Inc. (MHO) was 242,327 shares, as reported at the end of Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.