Position in MHO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,394,935
+$14,200,601 QoQ
Shares Held
338,298
+3.1% QoQ
Ownership
1.34%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#15
of 351 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MHO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Junto Capital Management LP holds $69,833,328 across 2 Residential Construction names. MHO ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHO |
M/I Homes, Inc.
This page
|
338,298 | $54,394,935 | |
| 2 | TOL |
Toll Brothers, Inc.
|
93,708 | $15,438,393 |
All Filings in MHO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,394,935 | 338,298 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,194,334 | 328,251 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,852,684 | 272,393 | 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. | ||||||