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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
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 $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Junto Capital Management's MHO Position: Q1 2026 in Review

Junto Capital Management increased its M/I Homes (MHO) stake by 21% in Q1 2026, buying an estimated $7.52M and bringing the position to 328,251 shares worth $40.2M. The position accounts for 0.85% of the portfolio, ranked #55.

Junto Capital Management first reported a position in MHO in Q3 2025 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold MHO as of Q1 2026.

  • Junto Capital Management held 328,251 shares of M/I Homes worth $40.2M as of Q1 2026.
  • Junto Capital Management bought 55,858 M/I Homes shares in Q1 2026, an estimated $7.52M.
  • M/I Homes made up 0.85% of Junto Capital Management's portfolio in Q1 2026, its #55 holding.
  • Junto Capital Management first reported a position in M/I Homes in Q3 2025 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held M/I Homes as of Q1 2026.

Based on Junto Capital Management's 13F filing for Q1 2026, filed 15 May 2026.