Donald Smith & Co's MHO Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 1.46 M shares of M/I Homes, Inc. (MHO) worth $187.23 M, representing 3.51% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Donald Smith & Co has maintained a long-term strategic position in MHO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 708,186 shares. Largest reduction occurred in Q4 2023, reducing 469,181 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's M/I Homes (MHO) Holding Value Over Time
Track share changes against reported price movement
Quarterly M/I Homes (MHO) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +82,090 | Add 5.94% | 1.46 M | $127.95 |
| Q3 2025 | -27,140 | Reduce 1.93% | 1.38 M | $144.44 |
| Q2 2025 | +125,423 | Add 9.78% | 1.41 M | $112.12 |
| Q1 2025 | +118,778 | Add 10.20% | 1.28 M | $114.18 |
| Q4 2024 | +65,771 | Add 5.99% | 1.16 M | $132.95 |
| Q3 2024 | -287,688 | Reduce 20.76% | 1.1 M | $171.36 |
| Q2 2024 | -105,563 | Reduce 7.08% | 1.39 M | $122.14 |
| Q1 2024 | -69,351 | Reduce 4.44% | 1.49 M | $136.29 |
| Q4 2023 | -469,181 | Reduce 23.11% | 1.56 M | $137.74 |
| Q3 2023 | -26,890 | Reduce 1.31% | 2.03 M | $84.04 |
| Q2 2023 | -2,345 | Reduce 0.11% | 2.06 M | $87.19 |
| Q1 2023 | -26,166 | Reduce 1.25% | 2.06 M | $63.09 |
| Q4 2022 | +592 | Add 0.03% | 2.09 M | $46.18 |
| Q3 2022 | +253 | Add 0.01% | 2.09 M | $36.23 |
| Q2 2022 | +97,761 | Add 4.92% | 2.08 M | $39.66 |
| Q1 2022 | +380,484 | Add 23.68% | 1.99 M | $44.35 |
| Q4 2021 | +130,449 | Add 8.84% | 1.61 M | $62.18 |
| Q3 2021 | +153,091 | Add 11.57% | 1.48 M | $57.80 |
| Q2 2021 | +255,707 | Add 23.96% | 1.32 M | $58.67 |
| Q1 2021 | -43,399 | Reduce 3.91% | 1.07 M | $59.07 |
| Q4 2020 | +25,801 | Add 2.38% | 1.11 M | $44.29 |
| Q3 2020 | -140,398 | Reduce 11.46% | 1.08 M | $46.05 |
| Q2 2020 | +1,768 | Add 0.14% | 1.23 M | $34.44 |
| Q1 2020 | +51,520 | Add 4.40% | 1.22 M | $16.53 |
| Q4 2019 | -224,302 | Reduce 16.06% | 1.17 M | $39.35 |
| Q3 2019 | -371,678 | Reduce 21.02% | 1.4 M | $37.65 |
| Q2 2019 | -434,958 | Reduce 19.74% | 1.77 M | $28.54 |
| Q1 2019 | -362,312 | Reduce 14.12% | 2.2 M | $26.62 |
| Q4 2018 | +534,787 | Add 26.34% | 2.57 M | $21.02 |
| Q3 2018 | +119,518 | Add 6.25% | 2.03 M | $23.93 |
| Q2 2018 | -159,483 | Reduce 7.70% | 1.91 M | $26.48 |
| Q1 2018 | -175,976 | Reduce 7.83% | 2.07 M | $31.85 |
| Q4 2017 | -92,240 | Reduce 3.94% | 2.25 M | $34.40 |
| Q3 2017 | +708,186 | Add 43.44% | 2.34 M | $26.73 |
| Q2 2017 | +118,124 | Add 7.81% | 1.63 M | $28.55 |
| Q1 2017 | +69,733 | Add 4.83% | 1.51 M | $24.50 |
| Q4 2016 | +45,313 | Add 3.24% | 1.44 M | $25.18 |
| Q3 2016 | +503 | Add 0.04% | 1.4 M | $23.57 |
| Q2 2016 | +237,247 | Add 20.46% | 1.4 M | $18.83 |
| Q1 2016 | +237,935 | Add 25.82% | 1.16 M | $18.65 |
| Q4 2015 | +486,646 | Add 111.89% | 921,576 | $21.92 |
| Q3 2015 | -8,243 | Reduce 1.86% | 434,930 | $23.58 |
| Q2 2015 | -12,718 | Reduce 2.79% | 443,173 | $24.67 |
| Q1 2015 | +58 | Add 0.01% | 455,891 | $23.84 |
| Q4 2014 | +26,333 | Add 6.13% | 455,833 | $22.96 |
| Q3 2014 | -89 | Reduce 0.02% | 429,500 | $19.82 |
| Q2 2014 | -24,661 | Reduce 5.43% | 429,589 | $24.27 |
| Q1 2014 | -82 | Reduce 0.02% | 454,250 | $22.42 |
| Q4 2013 | +98 | Add 0.02% | 454,332 | $25.45 |
| Q3 2013 | -14,004 | Reduce 2.99% | 454,234 | $20.62 |
| Q2 2013 | +468,238 | Add 0.00% | 468,238 | $22.96 |
Donald Smith & Co's M/I Homes Investment FAQs
Donald Smith & Co first purchased M/I Homes, Inc. (MHO) in Q2 2013, acquiring 468,238 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held M/I Homes, Inc. (MHO) for 51 quarters since Q2 2013.
Donald Smith & Co's largest addition to M/I Homes, Inc. (MHO) was in Q3 2017, adding 2,338,617 shares worth $62.51 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 1,463,340 shares of M/I Homes, Inc. (MHO), valued at approximately $187.23 M.
As of the Q4 2025 filing, M/I Homes, Inc. (MHO) represents approximately 3.51% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in M/I Homes, Inc. (MHO) was 2,565,223 shares, as reported at the end of Q4 2018.