Corient Private Wealth LLC

Position in MHO — M/I Homes, Inc.

CIK 1948780 MIAMI, FL

Position in MHO

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

Position Value

$4,725,590

+$4,227,737 QoQ

Shares Held

38,592

+891.8% QoQ

Ownership

0.151%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 99.93001736606102.ToString("F0")% Shared 0.ToString("F0")% None 0.06998263393898552.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Corient Private Wealth LLC holds $131,762,598 across 13 Residential Construction names. MHO ranks #7 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	9,124	$60,125,609
2	PHM	Pultegroup Inc/Mi/	177,669	$20,895,650
3	TOL	Toll Brothers, Inc.	124,491	$16,989,286
4	DHI	Horton D R Inc /De/	95,144	$13,055,659
5	LEN	Lennar Corp /New/	65,962	$5,728,139
6	TMHC	Taylor Morrison Home Corp	82,761	$4,820,000
7	MHO	M/I Homes, Inc. This page	38,592	$4,725,590
8	SKY	Champion Homes, Inc.	25,713	$1,912,275

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,725,590	38,592	+891.8%	Shares	Sole	2026-05-15
2025-12-31	$497,853	3,891	+2.0%	Shares	Sole	2026-03-09
2025-09-30	$551,038	3,815	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$427,176	3,810	+91.6%	Shares	Sole	2025-09-26
2025-03-31	$226,989	1,988	-17.3%	Shares	Sole	2025-05-14
2024-12-31	$319,478	2,403	+9.4%	Shares	Sole	2025-02-10
2024-09-30	$376,306	2,196	0.0%	Shares	Sole	2024-11-12
2024-06-30	$268,219	2,196	-0.0%	Shares	Sole	2024-08-13
2024-03-31	$299,429	2,197	-49.7%	Shares	Sole	2024-05-09
2023-12-31	$602,199	4,372	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.