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

Capelight Capital Asset 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
2026
Q2 		$12.9M Buy
80,000
+10,000
+14% +$1.34M 6.17% 4
2026
Q1 		$8.57M Buy
70,000
+15,000
+27% +$2.02M 6.39% 4
2025
Q4 		$7.04M Buy
+55,000
New +$7.27M 5.58% 5

Other funds holding MHO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
ONSWM
Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return

Capelight Capital Asset Management's MHO Position: Q2 2026 in Review

Capelight Capital Asset Management increased its M/I Homes (MHO) stake by 14% in Q2 2026, buying an estimated $1.34M and bringing the position to 80,000 shares worth $12.9M. The position accounts for 6.17% of the portfolio, ranked #4.

Capelight Capital Asset Management first reported a position in MHO in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Capelight Capital Asset Management held 80,000 shares of M/I Homes worth $12.9M as of Q2 2026.
  • Capelight Capital Asset Management bought 10,000 M/I Homes shares in Q2 2026, an estimated $1.34M.
  • M/I Homes made up 6.17% of Capelight Capital Asset Management's portfolio in Q2 2026, its #4 holding.
  • Capelight Capital Asset Management first reported a position in M/I Homes in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Capelight Capital Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.