Ruffer LLP’s M/I Homes MHO Stock Holding History

Ruffer LLP’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	$7.36M	Sell	45,809 -6,450	-12%	-$863K	0.26%	68
2026 Q1	$6.42M	Buy	52,259 +30,427	+139%	+$4.1M	0.26%	55
2025 Q4	$2.8M	Buy	+21,832	New	+$2.89M	0.13%	112

Other funds holding MHO

BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ruffer LLP's MHO Position: Q2 2026 in Review

Ruffer LLP reduced its M/I Homes (MHO) stake by 12% in Q2 2026, selling an estimated $863K and leaving 45,809 shares worth $7.36M. The position accounts for 0.26% of the portfolio, ranked #68.

Ruffer LLP first reported a position in MHO in Q4 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

Ruffer LLP held 45,809 shares of M/I Homes worth $7.36M as of Q2 2026.
Ruffer LLP sold 6,450 M/I Homes shares in Q2 2026, an estimated $863K.
M/I Homes made up 0.26% of Ruffer LLP's portfolio in Q2 2026, its #68 holding.
Ruffer LLP first reported a position in M/I Homes in Q4 2025 and has held it in 3 quarters since.
351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.