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M/I Homes, Inc.

MHO Consumer Discretionary
$129.18 +$0.47 (0.37%)
Market Cap: $3.33 B
Gurus Holding
11
Popularity Rank
#315
% of Shares Held
8.17%
Net Activity (Q4 2025)
+$28.81 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 Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $271.92 M.

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

Institutional sentiment is currently Bullish. This is evidenced by a $28.81 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 58.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$30.69 M
Total Buy Value
New Buys 0
Additions 9
-$1.87 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
9

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

Major holders include Donald Smith & Co ($187.23 M), Chuck Royce ($41.79 M), Cliff Asness ($8.75 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.1 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $28.81 M, with 9 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited MHO. The total reported sell value was $1.87 M.

Yes, 0 managers opened new positions in MHO, and 9 increased their existing holdings. The total reported buy value was $30.69 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.51% Add 5.9% 1,463,340 $187.23 M Q4 2025
0.42% Add 5.3% 326,606 $41.79 M Q4 2025
0.00% Add 9.3% 68,406 $8.75 M Q4 2025
0.01% Add 110.1% 60,100 $7.69 M Q4 2025
0.01% Add 168.2% 53,900 $6.9 M Q4 2025
0.01% Add 528.3% 43,981 $5.63 M Q4 2025
0.01% Add 1038.5% 34,063 $4.36 M Q4 2025
0.01% Add 6.4% 26,486 $3.39 M Q4 2025
0.00% Add 5.2% 11,369 $1.45 M Q4 2025
0.00% Reduce -58.1% 10,577 $1.35 M Q4 2025
0.00% 6,120 $783,054 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form