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Hennessy Advisors Inc’s M/I Homes MHO Stock Holding History

Hennessy Advisors Inc’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
Q3 		– Sell
-269,500
Closed -$30.2M – 333
2025
Q2 		$30.2M Sell
269,500
-29,700
-10% -$3.23M 1.01% 29
2025
Q1 		$34.2M Sell
299,200
-29,300
-9% -$3.6M 1.14% 27
2024
Q4 		$43.7M Buy
+328,500
New +$51.7M 1.3% 26
2021
Q1 		– Sell
-58,100
Closed -$2.57M – 319
2020
Q4 		$2.57M Sell
58,100
-1,600
-3% -$72.2K 0.17% 192
2020
Q3 		$2.75M Sell
59,700
-2,400
-4% -$99.8K 0.19% 138
2020
Q2 		$2.14M Sell
62,100
-2,500
-4% -$68.4K 0.15% 184
2020
Q1 		$1.07M Buy
+64,600
New +$2.34M 0.08% 242

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hennessy Advisors Inc's MHO Position: Q3 2025 in Review

Hennessy Advisors Inc sold out of M/I Homes (MHO) in Q3 2025, closing a stake of 269,500 shares — an estimated $30.2M sold.

Hennessy Advisors Inc first reported a position in MHO in Q1 2020 and held it in 7 quarters. The position peaked at $43.7M in Q4 2024. 339 funds tracked by Wall St. Rank hold MHO as of Q3 2025.

  • Hennessy Advisors Inc reported no remaining M/I Homes position as of Q3 2025 after selling out during the quarter.
  • Hennessy Advisors Inc sold 269,500 M/I Homes shares in Q3 2025, an estimated $30.2M.
  • Hennessy Advisors Inc first reported a position in M/I Homes in Q1 2020 and held it in 7 quarters.
  • Hennessy Advisors Inc's M/I Homes position peaked at $43.7M in Q4 2024.
  • 339 funds tracked by Wall St. Rank held M/I Homes as of Q3 2025.

Based on Hennessy Advisors Inc's 13F filing for Q3 2025, filed 20 Oct 2025.