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

Polymer 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 		$1.49M Buy
+9,248
New +$1.24M 0.2% 130
2025
Q2 		– Sell
-3,853
Closed -$440K – 706
2025
Q1 		$440K Buy
+3,853
New +$473K 0.11% 231

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 $3.38T AUM 44.17% 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

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

Polymer Capital Management opened a new position in M/I Homes (MHO) in Q2 2026: 9,248 shares worth $1.49M. The stake represents 0.2% of the portfolio and ranks #130 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in MHO as recently as Q1 2025.

Polymer Capital Management first reported a position in MHO in Q1 2025 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Polymer Capital Management held 9,248 shares of M/I Homes worth $1.49M as of Q2 2026.
  • M/I Homes was a new Polymer Capital Management position in Q2 2026.
  • M/I Homes made up 0.2% of Polymer Capital Management's portfolio in Q2 2026, its #130 holding.
  • Polymer Capital Management first reported a position in M/I Homes in Q1 2025 and has held it in 2 quarters since.
  • 352 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

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