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Steamboat Capital Partners’s M/I Homes MHO Stock Holding History

Steamboat Capital Partners’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 		$12.1M Sell
75,523
-955
-1% -$128K 2.6% 10
2026
Q1 		$9.36M Sell
76,478
-498
-0.6% -$67.1K 2.33% 17
2025
Q4 		$9.85M Sell
76,976
-14
-0% -$1.85K 2.7% 12
2025
Q3 		$11.1M Buy
76,990
+21,452
+39% +$2.9M 2.89% 10
2025
Q2 		$6.23M Sell
55,538
-975
-2% -$106K 1.77% 23
2025
Q1 		$6.45M Sell
56,513
-1,097
-2% -$135K 1.95% 24
2024
Q4 		$7.66M Sell
57,610
-1,166
-2% -$184K 2.37% 16
2024
Q3 		$10.1M Sell
58,776
-1,214
-2% -$184K 3.17% 11
2024
Q2 		$7.33M Buy
59,990
+9,884
+20% +$1.21M 2.69% 15
2024
Q1 		$6.83M Sell
50,106
-78,705
-61% -$10M 2.35% 18
2023
Q4 		$17.7M Sell
128,811
-42,216
-25% -$4.22M 6.66% 2
2023
Q3 		$14.4M Sell
171,027
-28,973
-14% -$2.68M 5.33% 3
2023
Q2 		$17.4M Buy
200,000
+100,000
+100% +$7.08M 6.01% 3
2023
Q1 		$6.31M Buy
+100,000
New +$5.76M 2.09% 21
2021
Q4 		– Sell
-106,906
Closed -$6.18M – 43
2021
Q3 		$6.18M Sell
106,906
-600
-0.6% -$36.7K 1.43% 29
2021
Q2 		$6.31M Buy
+107,506
New +$6.94M 1.63% 24

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 $3.37T AUM 44.26% 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

Steamboat Capital Partners's MHO Position: Q2 2026 in Review

Steamboat Capital Partners reduced its M/I Homes (MHO) stake by 1.2% in Q2 2026, selling an estimated $128K and leaving 75,523 shares worth $12.1M. The position accounts for 2.6% of the portfolio, ranked #10.

Steamboat Capital Partners first reported a position in MHO in Q2 2021 and has held it in 16 quarters since. The position peaked at $17.7M in Q4 2023. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Steamboat Capital Partners held 75,523 shares of M/I Homes worth $12.1M as of Q2 2026.
  • Steamboat Capital Partners sold 955 M/I Homes shares in Q2 2026, an estimated $128K.
  • M/I Homes made up 2.6% of Steamboat Capital Partners's portfolio in Q2 2026, its #10 holding.
  • Steamboat Capital Partners first reported a position in M/I Homes in Q2 2021 and has held it in 16 quarters since.
  • Steamboat Capital Partners's M/I Homes position peaked at $17.7M in Q4 2023.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

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