Which hedge funds own MHO? M/I HOMES INC, Q2 2026 13F holders
39 tracked hedge funds disclosed a position in MHO (M/I HOMES INC) in their Q2 2026 13F filings, worth $363.2m in total. The largest holder by portfolio weight is Capelight Capital Asset Management LP at 6.4% of its book. 9 opened a new position this quarter: GRS Advisors, LLC, Atom Investors LP, Aristides Capital LLC, Mirabella Financial Services LLP. 9 exited: SummitTX Capital, L.P., Fox Run Management, L.L.C., Readystate Asset Management LP.
- 39
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 9
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $48.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $16.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $363m
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| SummitTX Capital, L.P. | 0.2% | $5.2m |
| Fox Run Management, L.L.C. | 0.1% | $754k |
| Readystate Asset Management LP | 0.1% | $2.0m |
| Y-Intercept (Hong Kong) Ltd | 0.05% | $2.6m |
| Brevan Howard Capital Management LP | 0.01% | $1.1m |
| Tudor Investment Corp ET AL | 0.01% | $1.5m |
| Schonfeld Strategic Advisors LLC | 0.01% | $618k |
| Point72 Asset Management, L.P. | 0.0% | $2.2m |
| Freestone Grove Partners LP | 0.0% | $389k |
Ownership over time
Who discovered MHO first? Beta
The run: Q1 2020 → Q4 2021, +276%
| Gratia Capital, LLC high conviction | Q1 2020 | 10.5% | +35.1 pts |
| Basswood Capital Management, L.L.C. | Q2 2019 | 1.6% | +4.6 pts |
| Crown Advisors Management, Inc. | Q2 2020 | – | +1.0 pts |
| Cooper Creek Partners Management LLC | Q3 2019 | 0.3% | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.