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

Semanteon 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
Q4 		– Sell
-2,688
Closed -$388K – 109
2025
Q3 		$388K Buy
+2,688
New +$364K 0.49% 121
2025
Q2 		– Sell
-12,657
Closed -$1.45M – 201
2025
Q1 		$1.45M Buy
+12,657
New +$1.55M 0.78% 27
2024
Q3 		– Sell
-9,094
Closed -$1.11M – 265
2024
Q2 		$1.11M Buy
+9,094
New +$1.11M 0.79% 59
2024
Q1 		– Sell
-2,482
Closed -$342K – 285
2023
Q4 		$342K Buy
+2,482
New +$248K 0.23% 156

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Semanteon Capital Management's MHO Position: Q4 2025 in Review

Semanteon Capital Management sold out of M/I Homes (MHO) in Q4 2025, closing a stake of 2,688 shares — an estimated $388K sold.

Semanteon Capital Management first reported a position in MHO in Q4 2023 and held it in 4 quarters. The position peaked at $1.45M in Q1 2025. 338 funds tracked by Wall St. Rank hold MHO as of Q4 2025.

  • Semanteon Capital Management reported no remaining M/I Homes position as of Q4 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 2,688 M/I Homes shares in Q4 2025, an estimated $388K.
  • Semanteon Capital Management first reported a position in M/I Homes in Q4 2023 and held it in 4 quarters.
  • Semanteon Capital Management's M/I Homes position peaked at $1.45M in Q1 2025.
  • 338 funds tracked by Wall St. Rank held M/I Homes as of Q4 2025.

Based on Semanteon Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.