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

FJ 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 Q4	–	Sell	-53,553	Closed	-$7.74M	–	163
2025 Q3	$7.74M	Buy	+53,553	New	+$7.24M	0.83%	32
2024 Q4	–	Sell	-21,463	Closed	-$3.68M	–	144
2024 Q3	$3.68M	Buy	+21,463	New	+$3.26M	0.39%	49
2024 Q2	–	Sell	-15,222	Closed	-$2.07M	–	123
2024 Q1	$2.07M	Buy	+15,222	New	+$1.93M	0.21%	58
2023 Q2	–	Sell	-11,868	Closed	-$749K	–	111
2023 Q1	$749K	Buy	11,868 +4,429	+60%	+$255K	0.09%	81
2022 Q4	$344K	Buy	+7,439	New	+$320K	0.04%	86
2022 Q1	–	Sell	-20,000	Closed	-$1.24M	–	110
2021 Q4	$1.24M	Sell	20,000 -1,000	-5%	-$59.8K	0.1%	82
2021 Q3	$1.23M	Buy	+21,000	New	+$1.29M	0.11%	75

Other funds holding MHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

FJ Capital Management's MHO Position: Q4 2025 in Review

FJ Capital Management sold out of M/I Homes (MHO) in Q4 2025, closing a stake of 53,553 shares — an estimated $7.74M sold.

FJ Capital Management first reported a position in MHO in Q3 2021 and held it in 7 quarters. The position peaked at $7.74M in Q3 2025. 338 funds tracked by Wall St. Rank hold MHO as of Q4 2025.

FJ Capital Management reported no remaining M/I Homes position as of Q4 2025 after selling out during the quarter.
FJ Capital Management sold 53,553 M/I Homes shares in Q4 2025, an estimated $7.74M.
FJ Capital Management first reported a position in M/I Homes in Q3 2021 and held it in 7 quarters.
FJ Capital Management's M/I Homes position peaked at $7.74M in Q3 2025.
338 funds tracked by Wall St. Rank held M/I Homes as of Q4 2025.

Based on FJ Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.