Ruffer LLP

Position in MHO — M/I Homes, Inc.

CIK 1426859 London, X0

Position in MHO

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$7,365,629

+$966,515 QoQ

Shares Held

45,809

-12.3% QoQ

Ownership

0.181%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#66

of 352 holders

Holding Since

Dec 2025

3 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Ruffer LLP holds $8,464,368 across 5 Residential Construction names. MHO ranks #1 (87.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc. This page	45,809	$7,365,629
2	KBH	Kb Home	4,756	$297,678
3	TOL	Toll Brothers, Inc.	1,682	$277,109
4	SKY	Champion Homes, Inc.	3,031	$267,091
5	DHI	Horton D R Inc /De/	1,577	$256,861

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,365,629	45,809	-12.3%	Shares	Sole	2026-07-30
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.