Ruffer LLP

Position in MHO — M/I Homes, Inc.

CIK 1426859 London, X0

Position in MHO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$6,399,114

+$3,605,710 QoQ

Shares Held

52,259

+139.4% QoQ

Ownership

0.204%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Consumer Cyclical · as of Mar 31, 2026

Ruffer LLP holds $8,974,940 across 5 Residential Construction names. MHO ranks #1 (71.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc. This page	52,259	$6,399,114
2	LEN	Lennar Corp /New/	20,580	$1,787,167
3	SKY	Champion Homes, Inc.	3,548	$263,864
4	TOL	Toll Brothers, Inc.	1,924	$262,568
5	DHI	Horton D R Inc /De/	1,911	$262,227

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,399,114	52,259	+139.4%	Shares	Sole	2026-05-13
2025-12-31	$2,793,404	21,832	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.