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Long Pond Capital’s M/I Homes MHO Stock Holding History

Long Pond Capital’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 		$5.83M Sell
47,595
-23,501
-33% -$3.16M 0.56% 31
2025
Q4 		$9.1M Sell
71,096
-156,501
-69% -$20.7M 1.07% 24
2025
Q3 		$32.9M Buy
227,597
+105,457
+86% +$14.3M 2.38% 13
2025
Q2 		$13.7M Buy
+122,140
New +$13.3M 0.88% 25

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

Long Pond Capital's MHO Position: Q1 2026 in Review

Long Pond Capital reduced its M/I Homes (MHO) stake by 33% in Q1 2026, selling an estimated $3.16M and leaving 47,595 shares worth $5.83M. The position accounts for 0.56% of the portfolio, ranked #31.

Long Pond Capital first reported a position in MHO in Q2 2025 and has held it in 4 quarters since. The position peaked at $32.9M in Q3 2025. 332 funds tracked by Wall St. Rank hold MHO as of Q1 2026.

  • Long Pond Capital held 47,595 shares of M/I Homes worth $5.83M as of Q1 2026.
  • Long Pond Capital sold 23,501 M/I Homes shares in Q1 2026, an estimated $3.16M.
  • M/I Homes made up 0.56% of Long Pond Capital's portfolio in Q1 2026, its #31 holding.
  • Long Pond Capital first reported a position in M/I Homes in Q2 2025 and has held it in 4 quarters since.
  • Long Pond Capital's M/I Homes position peaked at $32.9M in Q3 2025.
  • 332 funds tracked by Wall St. Rank held M/I Homes as of Q1 2026.

Based on Long Pond Capital's 13F filing for Q1 2026, filed 14 May 2026.