Cerity Partners LLC

Position in MHO — M/I Homes, Inc.

CIK 1566475 NEW YORK, NY

Position in MHO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,155,535

-$248,190 QoQ

Shares Held

25,770

-3.1% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 1.1486224291812186.ToString("F0")% Shared 82.21575475358944.ToString("F0")% None 16.635622817229336.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Cerity Partners LLC holds $79,032,726 across 17 Residential Construction names. MHO ranks #9 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVCO	Cavco Industries, Inc.	30,641	$14,839,129
2	LEN	Lennar Corp /New/	138,605	$12,036,457
3	TOL	Toll Brothers, Inc.	77,544	$10,582,428
4	DHI	Horton D R Inc /De/	54,567	$7,487,682
5	PHM	Pultegroup Inc/Mi/	57,707	$6,786,919
6	SKY	Champion Homes, Inc.	78,212	$5,816,626
7	NVR	Nvr Inc	540	$3,558,507
8	TMHC	Taylor Morrison Home Corp	56,474	$3,289,044

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.