Jeremy Grantham's MHO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 10,806 shares of M/I Homes, Inc. (MHO) worth $1.56 M, representing 0.00% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in MHO, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 19,000 shares. Largest reduction occurred in Q1 2020, reducing 27,900 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's M/I Homes (MHO) Holding Value Over Time
Track share changes against reported price movement
Quarterly M/I Homes (MHO) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +49,900 | New Buy | 49,900 | $26.61 |
| Q2 2019 | -800 | Reduce 1.60% | 49,100 | $28.53 |
| Q3 2019 | +19,000 | Add 38.70% | 68,100 | $37.65 |
| Q4 2019 | -22,862 | Reduce 33.57% | 45,238 | $39.35 |
| Q1 2020 | -27,900 | Reduce 61.67% | 17,338 | $16.55 |
| Q2 2020 | -17,338 | Sold Out | 17,338 | $0.00 |
| Q1 2022 | +6,600 | New Buy | 6,600 | $44.39 |
| Q2 2022 | +6,835 | Add 103.56% | 13,435 | $39.67 |
| Q3 2022 | -3,100 | Reduce 23.07% | 10,335 | $36.19 |
| Q4 2022 | +3,000 | Add 29.03% | 13,335 | $46.18 |
| Q1 2023 | -13,335 | Sold Out | 13,335 | $0.00 |
| Q2 2023 | +3,035 | New Buy | 3,035 | $87.19 |
| Q4 2023 | -1,336 | Reduce 44.02% | 1,699 | $137.74 |
| Q1 2024 | +3,618 | Add 212.95% | 5,317 | $136.29 |
| Q2 2024 | +354 | Add 6.66% | 5,671 | $122.14 |
| Q3 2024 | +704 | Add 12.41% | 6,375 | $171.36 |
| Q4 2024 | +1,358 | Add 21.30% | 7,733 | $132.95 |
| Q1 2025 | +305 | Add 3.94% | 8,038 | $114.18 |
| Q2 2025 | -1,173 | Reduce 14.59% | 6,865 | $112.12 |
| Q3 2025 | +3,941 | Add 57.41% | 10,806 | $144.44 |
Jeremy Grantham's M/I Homes Investment FAQs
Jeremy Grantham first purchased M/I Homes, Inc. (MHO) in Q1 2019, acquiring 49,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held M/I Homes, Inc. (MHO) for 27 quarters since Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to M/I Homes, Inc. (MHO) was in Q1 2019, adding 49,900 shares worth $1.33 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 10,806 shares of M/I Homes, Inc. (MHO), valued at approximately $1.56 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 0.00% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in M/I Homes, Inc. (MHO) was 68,100 shares, as reported at the end of Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.