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M/I Homes, Inc.

MHO Consumer Discretionary
$141.33 $-0.62 (-0.44%)
Market Cap: $3.62 B
Gurus Holding
8
Popularity Rank
#734
% of Shares Held
7.87%
Net Activity (Q1 2026)
-$11.71 M

Guru Ownership Trend

Guru Analysis for M/I Homes, Inc. (MHO)

M/I Homes, Inc. (MHO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $284.77 M.

Top institutional holders include Donald Smith & Co and Chuck Royce.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $11.71 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 19.5%. Conversely, Paul Tudor Jones reduced exposure by 63.7%.

Key Holders

Top 5 by Value

$182.46 M
$45.22 M
$10.01 M
$2.16 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$10.13 M
Total Buy Value
New Buys 0
Additions 4
-$21.83 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for M/I Homes, Inc. (MHO)

Major holders include Donald Smith & Co ($182.46 M), Chuck Royce ($45.22 M), Cliff Asness ($10.01 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.01 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $11.71 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited MHO. The total reported sell value was $21.83 M.

Yes, 0 managers opened new positions in MHO, and 4 increased their existing holdings. The total reported buy value was $10.13 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.28% Add 1.8% 1,490,038 $182.46 M Q1 2026
0.45% Add 13.1% 369,256 $45.22 M Q1 2026
0.00% Add 19.5% 81,719 $10.01 M Q1 2026
0.01% Reduce -0.5% 26,346 $3.23 M Q1 2026
0.00% Reduce -59.8% 17,664 $2.16 M Q1 2026
0.00% Reduce -63.7% 12,382 $1.52 M Q1 2026
0.00% Add 0.4% 11,414 $1.4 M Q1 2026
0.01% 6,120 $749,394 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form