Jeremy Grantham's MHO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 11,369 shares of M/I Homes, Inc. (MHO) worth $1.45 M, representing 0.00% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 22 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +563 | Add 5.21% | 11,369 | $127.95 |
| Q3 2025 | +3,941 | Add 57.41% | 10,806 | $144.44 |
| Q2 2025 | -1,173 | Reduce 14.59% | 6,865 | $112.12 |
| Q1 2025 | +305 | Add 3.94% | 8,038 | $114.18 |
| Q4 2024 | +1,358 | Add 21.30% | 7,733 | $132.95 |
| Q3 2024 | +704 | Add 12.41% | 6,375 | $171.36 |
| Q2 2024 | +354 | Add 6.66% | 5,671 | $122.14 |
| Q1 2024 | +3,618 | Add 212.95% | 5,317 | $136.29 |
| Q4 2023 | -1,336 | Reduce 44.02% | 1,699 | $137.74 |
| Q2 2023 | +3,035 | New Buy | 3,035 | $87.19 |
| Q1 2023 | -13,335 | Sold Out | 0 | $0.00 |
| Q4 2022 | +3,000 | Add 29.03% | 13,335 | $46.18 |
| Q3 2022 | -3,100 | Reduce 23.07% | 10,335 | $36.19 |
| Q2 2022 | +6,835 | Add 103.56% | 13,435 | $39.67 |
| Q1 2022 | +6,600 | New Buy | 6,600 | $44.39 |
| Q2 2020 | -17,338 | Sold Out | 0 | $0.00 |
| Q1 2020 | -27,900 | Reduce 61.67% | 17,338 | $16.55 |
| Q4 2019 | -22,862 | Reduce 33.57% | 45,238 | $39.35 |
| Q3 2019 | +19,000 | Add 38.70% | 68,100 | $37.65 |
| Q2 2019 | -800 | Reduce 1.60% | 49,100 | $28.53 |
| Q1 2019 | +49,900 | New Buy | 49,900 | $26.61 |
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 22 quarters since Q1 2019.
Jeremy Grantham's largest addition to M/I Homes, Inc. (MHO) was in Q1 2019, adding 49,900 shares worth $1.33 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 11,369 shares of M/I Homes, Inc. (MHO), valued at approximately $1.45 M.
As of the Q4 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.
Jeremy Grantham's peak holding in M/I Homes, Inc. (MHO) was 68,100 shares, as reported at the end of Q3 2019.