De Lisle Partners’s M/I Homes MHO Stock Holding History

De Lisle Partners’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	$867K	Sell	5,389 -61,000	-92%	-$8.16M	0.09%	147
2026 Q1	$8.12M	Sell	66,389 -8,200	-11%	-$1.1M	0.97%	29
2025 Q4	$9.55M	Hold	74,589	–	–	1.23%	18
2025 Q3	$10.8M	Hold	74,589	–	–	1.32%	16
2025 Q2	$8.36M	Hold	74,589	–	–	1.18%	20
2025 Q1	$8.51M	Hold	74,589	–	–	1.41%	14
2024 Q4	$9.92M	Hold	74,589	–	–	1.45%	16
2024 Q3	$12.8M	Buy	74,589 +19,266	+35%	+$2.92M	2.07%	9
2024 Q2	$6.75M	Sell	55,323 -10,000	-15%	-$1.22M	1.48%	17
2024 Q1	$8.9M	Buy	+65,323	New	+$8.3M	2.06%	10

Other funds holding MHO

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

De Lisle Partners's MHO Position: Q2 2026 in Review

De Lisle Partners reduced its M/I Homes (MHO) stake by 92% in Q2 2026, selling an estimated $8.16M and leaving 5,389 shares worth $867K. The position accounts for 0.09% of the portfolio, ranked #147.

De Lisle Partners first reported a position in MHO in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.8M in Q3 2024. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

De Lisle Partners held 5,389 shares of M/I Homes worth $867K as of Q2 2026.
De Lisle Partners sold 61,000 M/I Homes shares in Q2 2026, an estimated $8.16M.
M/I Homes made up 0.09% of De Lisle Partners's portfolio in Q2 2026, its #147 holding.
De Lisle Partners first reported a position in M/I Homes in Q1 2024 and has held it in 10 quarters since.
De Lisle Partners's M/I Homes position peaked at $12.8M in Q3 2024.
351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.