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
2025 Q2	–	Sell	-3,853	Closed	-$440K	–	706
2025 Q1	$440K	Buy	+3,853	New	+$473K	0.11%	231

Other funds holding MHO

BlackRock New York $5.72T AUM 30.48% 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 $5.56B AUM 47.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Polymer Capital Management's MHO Position: Q2 2025 in Review

Polymer Capital Management sold out of M/I Homes (MHO) in Q2 2025, closing a stake of 3,853 shares — an estimated $440K sold.

Polymer Capital Management first reported a position in MHO in Q1 2025 and held it in 1 quarter. The position peaked at $440K in Q1 2025. 323 funds tracked by Wall St. Rank hold MHO as of Q2 2025.

Polymer Capital Management reported no remaining M/I Homes position as of Q2 2025 after selling out during the quarter.
Polymer Capital Management sold 3,853 M/I Homes shares in Q2 2025, an estimated $440K.
Polymer Capital Management first reported a position in M/I Homes in Q1 2025 and held it in 1 quarter.
Polymer Capital Management's M/I Homes position peaked at $440K in Q1 2025.
323 funds tracked by Wall St. Rank held M/I Homes as of Q2 2025.

Based on Polymer Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.