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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $251.32 M.
Top institutional holders include Donald Smith & Co and Chuck Royce.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $37.38 M net outflow during the quarter.
Recent activity highlights First Eagle Investment who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 92.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 3.98% | Reduce -1.9% | 1,381,250 | $199.51 M | Q3 2025 | |
| 0.45% | Reduce -8.3% | 310,161 | $44.8 M | Q3 2025 | |
| 0.01% | Add 9.6% | 62,615 | $9.04 M | Q3 2025 | |
| 0.01% | New Buy | 28,605 | $4.13 M | Q3 2025 | |
| 0.01% | Reduce -77.8% | 25,228 | $3.64 M | Q3 2025 | |
| 0.01% | Reduce -56.1% | 24,886 | $3.59 M | Q3 2025 | |
| 0.00% | Reduce -80.9% | 20,100 | $2.9 M | Q3 2025 | |
| 0.00% | Add 57.4% | 10,806 | $1.56 M | Q3 2025 | |
| 0.00% | Add 42.9% | 7,000 | $1.01 M | Q3 2025 | |
| 0.00% | New Buy | 6,120 | $883,973 | Q3 2025 | |
| 0.00% | Reduce -92.0% | 2,992 | $432,164 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for M/I Homes, Inc. (MHO)
Major holders include Donald Smith & Co ($199.51 M), Chuck Royce ($44.8 M), Cliff Asness ($9.04 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 1.88 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $37.38 M, with 5 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited MHO. The total reported sell value was $44.06 M.
Yes, 2 managers opened new positions in MHO, and 3 increased their existing holdings. The total reported buy value was $6.68 M.