Position in MHO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$109,684,345
+$28,923,918 QoQ
Shares Held
682,159
+3.4% QoQ
Ownership
2.70%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MHO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $4,321,906,859 across 18 Residential Construction names. MHO ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,224,096 | $1,176,660,755 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
5,272,775 | $723,477,457 | |
| 3 | LEN |
Lennar Corp /New/
|
5,948,345 | $538,060,404 | |
| 4 | NVR |
Nvr Inc
|
73,735 | $502,386,040 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,490,850 | $410,367,537 | |
| 6 | IBP |
Installed Building Products, Inc.
|
747,359 | $171,772,992 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
259,180 | $159,235,007 | |
| 8 | MTH |
Meritage Homes CORP
|
1,718,277 | $144,077,526 |
All Filings in MHO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,684,345 | 682,159 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $80,760,427 | 659,538 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $81,978,588 | 640,708 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $92,659,125 | 641,506 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $72,557,000 | 647,137 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $74,132,050 | 649,256 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $82,710,454 | 622,117 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $124,029,853 | 723,797 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $85,769,395 | 702,222 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $89,998,147 | 660,343 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $87,324,267 | 633,979 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $46,844,148 | 557,403 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $46,728,608 | 535,940 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $32,200,694 | 510,393 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,575,139 | 488,851 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,530,755 | 483,874 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,218,006 | 484,569 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $22,224,893 | 501,125 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $35,432,589 | 569,839 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $31,315,346 | 541,788 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $32,755,989 | 558,309 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $31,657,030 | 535,924 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $22,099,956 | 498,983 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $22,087,145 | 479,634 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $17,518,215 | 508,659 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,215,608 | 497,012 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||