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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
Q2 		$8.88M Buy
55,230
+7,635
+16% +$1.02M 0.85% 24
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 $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

Long Pond Capital's MHO Position: Q2 2026 in Review

Long Pond Capital increased its M/I Homes (MHO) stake by 16% in Q2 2026, buying an estimated $1.02M and bringing the position to 55,230 shares worth $8.88M. The position accounts for 0.85% of the portfolio, ranked #24.

Long Pond Capital first reported a position in MHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $32.9M in Q3 2025. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Long Pond Capital held 55,230 shares of M/I Homes worth $8.88M as of Q2 2026.
  • Long Pond Capital bought 7,635 M/I Homes shares in Q2 2026, an estimated $1.02M.
  • M/I Homes made up 0.85% of Long Pond Capital's portfolio in Q2 2026, its #24 holding.
  • Long Pond Capital first reported a position in M/I Homes in Q2 2025 and has held it in 5 quarters since.
  • Long Pond Capital's M/I Homes position peaked at $32.9M in Q3 2025.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.