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James Investment Research’s M/I Homes MHO Stock Holding History

James Investment Research’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 		$6.91M Buy
42,966
+166
+0.4% +$22.2K 0.7% 38
2026
Q1 		$5.24M Sell
42,800
-224
-0.5% -$30.2K 0.59% 48
2025
Q4 		$5.5M Buy
43,024
+58
+0.1% +$7.67K 0.6% 42
2025
Q3 		$6.21M Buy
42,966
+2,807
+7% +$380K 0.68% 39
2025
Q2 		$4.5M Sell
40,159
-309
-0.8% -$33.6K 0.54% 50
2025
Q1 		$4.62M Sell
40,468
-3,088
-7% -$379K 0.59% 47
2024
Q4 		$5.79M Sell
43,556
-252
-0.6% -$39.7K 0.69% 38
2024
Q3 		$7.51M Buy
43,808
+29
+0.1% +$4.4K 0.87% 33
2024
Q2 		$5.35M Sell
43,779
-99
-0.2% -$12.1K 0.64% 45
2024
Q1 		$5.98M Buy
43,878
+5,998
+16% +$762K 0.71% 43
2023
Q4 		$5.22M Buy
37,880
+135
+0.4% +$13.5K 0.66% 51
2023
Q3 		$3.17M Buy
37,745
+3,464
+10% +$320K 0.42% 74
2023
Q2 		$2.99M Buy
34,281
+14,029
+69% +$993K 0.38% 80
2023
Q1 		$1.28M Buy
20,252
+15,432
+320% +$889K 0.17% 122
2022
Q4 		$223K Hold
4,820
– – 0.03% 253
2022
Q3 		$175K Hold
4,820
– – 0.03% 274
2022
Q2 		$191K Hold
4,820
– – 0.03% 261
2022
Q1 		$214K Hold
4,820
– – 0.02% 270
2021
Q4 		$300K Hold
4,820
– – 0.03% 245
2021
Q3 		$279K Hold
4,820
– – 0.03% 241
2021
Q2 		$283K Sell
4,820
-6,290
-57% -$406K 0.02% 259
2021
Q1 		$656K Sell
11,110
-10,125
-48% -$526K 0.06% 181
2020
Q4 		$940K Sell
21,235
-10,840
-34% -$489K 0.08% 160
2020
Q3 		$1.48M Hold
32,075
– – 0.14% 136
2020
Q2 		$1.1M Buy
32,075
+2,450
+8% +$67K 0.1% 149
2020
Q1 		$490K Hold
29,625
– – 0.05% 183
2019
Q4 		$1.17M Buy
29,625
+185
+0.6% +$7.74K 0.08% 171
2019
Q3 		$1.11M Buy
29,440
+1,750
+6% +$60.2K 0.08% 171
2019
Q2 		$790K Buy
27,690
+4,760
+21% +$134K 0.06% 201
2019
Q1 		$610K Buy
22,930
+1,340
+6% +$34.9K 0.04% 425
2018
Q4 		$454K Sell
21,590
-59,730
-73% -$1.38M 0.03% 463
2018
Q3 		$1.95M Buy
81,320
+1,595
+2% +$41.4K 0.08% 404
2018
Q2 		$2.11M Buy
79,725
+40
+0.1% +$1.19K 0.08% 304
2018
Q1 		$2.54M Buy
79,685
+420
+0.5% +$13.8K 0.1% 201
2017
Q4 		$2.73M Hold
79,265
– – 0.09% 185
2017
Q3 		$2.12M Sell
79,265
-540
-0.7% -$14K 0.07% 235
2017
Q2 		$2.28M Sell
79,805
-33,360
-29% -$907K 0.07% 186
2017
Q1 		$2.77M Sell
113,165
-11,760
-9% -$288K 0.08% 177
2016
Q4 		$3.15M Buy
124,925
+46,410
+59% +$1.09M 0.08% 189
2016
Q3 		$1.85M Buy
+78,515
New +$1.74M 0.05% 205

Other funds holding MHO

GI
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

James Investment Research's MHO Position: Q2 2026 in Review

James Investment Research increased its M/I Homes (MHO) stake by 0.39% in Q2 2026, buying an estimated $22.2K and bringing the position to 42,966 shares worth $6.91M. The position accounts for 0.7% of the portfolio, ranked #38.

James Investment Research first reported a position in MHO in Q3 2016 and has held it in 40 quarters since. The position peaked at $7.51M in Q3 2024. 54 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • James Investment Research held 42,966 shares of M/I Homes worth $6.91M as of Q2 2026.
  • James Investment Research bought 166 M/I Homes shares in Q2 2026, an estimated $22.2K.
  • M/I Homes made up 0.7% of James Investment Research's portfolio in Q2 2026, its #38 holding.
  • James Investment Research first reported a position in M/I Homes in Q3 2016 and has held it in 40 quarters since.
  • James Investment Research's M/I Homes position peaked at $7.51M in Q3 2024.
  • 54 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.