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

Davis 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	$322	Buy	+2	New	+$268	﹤0.01%	710

Other funds holding MHO

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

CCAM

Capelight Capital Asset Management New York $208M AUM

ONSWM

Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Davis Capital Management opened a new position in M/I Homes (MHO) in Q2 2026: 2 shares worth $322. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings.

54 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

Davis Capital Management held 2 shares of M/I Homes worth $322 as of Q2 2026.
M/I Homes was a new Davis Capital Management position in Q2 2026.
M/I Homes made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #710 holding.
54 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.