Philadelphia Financial Management of San Francisco’s M/I Homes MHO Stock Holding History

Philadelphia Financial Management of San Francisco’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
2025 Q4	–	Sell	-58,618	Closed	-$8.47M	–	77
2025 Q3	$8.47M	Buy	58,618 +4,450	+8%	+$602K	0.95%	43
2025 Q2	$6.07M	Buy	+54,168	New	+$5.88M	0.71%	47
2023 Q3	–	Sell	-58,561	Closed	-$5.11M	–	42
2023 Q2	$5.11M	Sell	58,561 -24,206	-29%	-$1.71M	1.4%	29
2023 Q1	$5.22M	Sell	82,767 -55,618	-40%	-$3.2M	1.94%	21
2022 Q4	$6.39M	Buy	+138,385	New	+$5.94M	2.04%	23

Other funds holding MHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's MHO Position: Q4 2025 in Review

Philadelphia Financial Management of San Francisco sold out of M/I Homes (MHO) in Q4 2025, closing a stake of 58,618 shares — an estimated $8.47M sold.

Philadelphia Financial Management of San Francisco first reported a position in MHO in Q4 2022 and held it in 5 quarters. The position peaked at $8.47M in Q3 2025. 338 funds tracked by Wall St. Rank hold MHO as of Q4 2025.

Philadelphia Financial Management of San Francisco reported no remaining M/I Homes position as of Q4 2025 after selling out during the quarter.
Philadelphia Financial Management of San Francisco sold 58,618 M/I Homes shares in Q4 2025, an estimated $8.47M.
Philadelphia Financial Management of San Francisco first reported a position in M/I Homes in Q4 2022 and held it in 5 quarters.
Philadelphia Financial Management of San Francisco's M/I Homes position peaked at $8.47M in Q3 2025.
338 funds tracked by Wall St. Rank held M/I Homes as of Q4 2025.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q4 2025, filed 17 Feb 2026.