Junto Capital Management LP

Position in MHO — M/I Homes, Inc.

CIK 1595880 NEW YORK, NY

Position in MHO

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

Position Value

$40,194,334

+$5,341,650 QoQ

Shares Held

328,251

+20.5% QoQ

Ownership

1.28%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Junto Capital Management LP holds $129,853,315 across 3 Residential Construction names. MHO ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	393,005	$53,633,392
2	MHO	M/I Homes, Inc. This page	328,251	$40,194,334
3	PHM	Pultegroup Inc/Mi/	306,314	$36,025,589

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,194,334	328,251	+20.5%	Shares	Sole	2026-05-15
2025-12-31	$34,852,684	272,393	+9.7%	Shares	Sole	2026-02-17
2025-09-30	$35,871,385	248,348	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.