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

Cullen 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
2026
Q2 		$658K Sell
4,095
-1,794
-30% -$240K 0.01% 150
2026
Q1 		$721K Sell
5,889
-66
-1% -$8.89K 0.01% 145
2025
Q4 		$762K Buy
5,955
+1,656
+39% +$219K 0.01% 150
2025
Q3 		$621K Buy
4,299
+218
+5% +$29.5K 0.01% 156
2025
Q2 		$458K Buy
4,081
+1,042
+34% +$113K 0.01% 164
2025
Q1 		$347K Sell
3,039
-3,209
-51% -$394K ﹤0.01% 173
2024
Q4 		$831K Buy
6,248
+390
+7% +$61.4K 0.01% 152
2024
Q3 		$1M Buy
+5,858
New +$889K 0.01% 125

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cullen Capital Management's MHO Position: Q2 2026 in Review

Cullen Capital Management reduced its M/I Homes (MHO) stake by 30% in Q2 2026, selling an estimated $240K and leaving 4,095 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #150.

Cullen Capital Management first reported a position in MHO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1M in Q3 2024. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Cullen Capital Management held 4,095 shares of M/I Homes worth $658K as of Q2 2026.
  • Cullen Capital Management sold 1,794 M/I Homes shares in Q2 2026, an estimated $240K.
  • M/I Homes made up 0.01% of Cullen Capital Management's portfolio in Q2 2026, its #150 holding.
  • Cullen Capital Management first reported a position in M/I Homes in Q3 2024 and has held it in 8 quarters since.
  • Cullen Capital Management's M/I Homes position peaked at $1M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Cullen Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.