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Arlington Capital Management’s M/I Homes MHO Stock Holding History

Arlington Capital Management’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,363
Closed -$1.18M – 96
2025
Q1 		$1.18M Sell
10,363
-1,522
-13% -$187K 0.9% 21
2024
Q4 		$1.58M Buy
11,885
+766
+7% +$121K 1.09% 21
2024
Q3 		$1.91M Buy
11,119
+219
+2% +$33.2K 1.57% 21
2024
Q2 		$1.33M Buy
10,900
+73
+0.7% +$8.92K 1.16% 28
2024
Q1 		$1.48M Buy
10,827
+3,863
+55% +$491K 1.23% 26
2023
Q4 		$959K Buy
+6,964
New +$696K 0.87% 35

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Arlington Capital Management's MHO Position: Q2 2025 in Review

Arlington Capital Management sold out of M/I Homes (MHO) in Q2 2025, closing a stake of 10,363 shares — an estimated $1.18M sold.

Arlington Capital Management first reported a position in MHO in Q4 2023 and held it in 6 quarters. The position peaked at $1.91M in Q3 2024. 323 funds tracked by Wall St. Rank hold MHO as of Q2 2025.

  • Arlington Capital Management reported no remaining M/I Homes position as of Q2 2025 after selling out during the quarter.
  • Arlington Capital Management sold 10,363 M/I Homes shares in Q2 2025, an estimated $1.18M.
  • Arlington Capital Management first reported a position in M/I Homes in Q4 2023 and held it in 6 quarters.
  • Arlington Capital Management's M/I Homes position peaked at $1.91M in Q3 2024.
  • 323 funds tracked by Wall St. Rank held M/I Homes as of Q2 2025.

Based on Arlington Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.