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M/I Homes, Inc.

MHO Consumer Discretionary
$140.07 +$0.97 (0.70%)
Market Cap: $3.54 B
Gurus Holding
6
Popularity Rank
#1302
% of Shares Held
7.24%
Net Activity (Q2 2026)
-$28.2 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $256.46 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $28.2 M net outflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Jeremy Grantham reduced exposure by 21.0%.

Key Holders

Top 5 by Value

$223.74 M
$50.87 M
$11.85 M
$2.2 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$2.25 M
Total Buy Value
New Buys 1
Additions 1
-$30.45 M
Total Sell Value
Reductions 4
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
2

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

Major holders include Donald Smith & Co ($223.74 M), Chuck Royce ($50.87 M), Cliff Asness ($11.85 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.83 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $28.2 M, with 2 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited MHO. The total reported sell value was $30.45 M.

Yes, 1 managers opened new positions in MHO, and 1 increased their existing holdings. The total reported buy value was $2.25 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.96% Reduce -6.6% 1,391,480 $223.74 M Q2 2026
0.41% Reduce -14.3% 316,385 $50.87 M Q2 2026
0.00% Reduce -9.8% 73,716 $11.85 M Q2 2026
0.01% Add 1.3% 26,686 $4.29 M Q2 2026
0.01% New Buy 13,676 $2.2 M Q2 2026
0.00% Reduce -21.0% 9,016 $1.45 M Q2 2026
Date
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Value
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SEC Form