Cerity Partners LLC

Position in MHO — M/I Homes, Inc.

CIK 1566475 NEW YORK, NY

Position in MHO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,440,697

+$1,285,162 QoQ

Shares Held

27,618

+7.2% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#84

of 352 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 1% Shared 83% None 16%

Consumer Cyclical · as of Jun 30, 2026

Cerity Partners LLC holds $97,596,463 across 16 Residential Construction names. MHO ranks #9 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVCO	Cavco Industries, Inc.	31,514	$19,361,570
2	LEN	Lennar Corp /New/	172,187	$15,575,376
3	DHI	Horton D R Inc /De/	65,442	$10,659,192
4	TOL	Toll Brothers, Inc.	64,376	$10,605,944
5	NVR	Nvr Inc	1,508	$10,274,605
6	PHM	Pultegroup Inc/Mi/	60,817	$8,344,698
7	SKY	Champion Homes, Inc.	75,587	$6,660,725
8	BZH	Beazer Homes USA Inc	167,143	$4,688,360

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,440,697	27,618	+7.2%	Shares	Sole	2026-08-14
2026-03-31	$3,155,535	25,770	-3.1%	Shares	Defined	2026-05-15
2025-12-31	$3,403,725	26,602	+12.8%	Shares	Defined	2026-02-11
2025-09-30	$3,407,050	23,588	+5.4%	Shares	Other	2025-10-22
2025-06-30	$2,510,030	22,387	-75.5%	Shares	Defined	2025-08-13
2025-03-31	$10,427,374	91,324	+431.3%	Shares	Sole	2025-04-30
2024-12-31	$2,285,144	17,188	+8.6%	Shares	Sole	2025-02-13
2024-09-30	$2,713,142	15,833	+507.3%	Shares	Sole	2024-11-12
2024-06-30	$318,418	2,607	-79.6%	Shares	Sole	2024-08-13
2024-03-31	$1,739,196	12,761	-81.1%	Shares	Defined	2024-05-14
2023-06-30	$5,898,665	67,653	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.