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

Junto 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 		$54.4M Buy
338,298
+10,047
+3% +$1.34M 0.95% 41
2026
Q1 		$40.2M Buy
328,251
+55,858
+21% +$7.52M 0.85% 55
2025
Q4 		$34.9M Buy
272,393
+24,045
+10% +$3.18M 0.77% 56
2025
Q3 		$35.9M Buy
+248,348
New +$33.6M 0.73% 53

Other funds holding MHO

BlackRock
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Junto Capital Management increased its M/I Homes (MHO) stake by 3.1% in Q2 2026, buying an estimated $1.34M and bringing the position to 338,298 shares worth $54.4M. The position accounts for 0.95% of the portfolio, ranked #41.

Junto Capital Management first reported a position in MHO in Q3 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Junto Capital Management held 338,298 shares of M/I Homes worth $54.4M as of Q2 2026.
  • Junto Capital Management bought 10,047 M/I Homes shares in Q2 2026, an estimated $1.34M.
  • M/I Homes made up 0.95% of Junto Capital Management's portfolio in Q2 2026, its #41 holding.
  • Junto Capital Management first reported a position in M/I Homes in Q3 2025 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.