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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

American Century Companies

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

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return