Position in MHO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,030,938
+$641,254 QoQ
Shares Held
12,631
+11.3% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 352 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in MHO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $53,460,510 across 13 Residential Construction names. MHO ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
91,640 | $14,926,322 | |
| 2 | LEN |
Lennar Corp /New/
|
94,610 | $8,555,680 | |
| 3 | TOL |
Toll Brothers, Inc.
|
45,429 | $7,484,426 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
48,456 | $6,648,646 | |
| 5 | IBP |
Installed Building Products, Inc.
|
22,629 | $5,201,049 | |
| 6 | MHO |
M/I Homes, Inc.
This page
|
12,631 | $2,030,938 | |
| 7 | SKY |
Champion Homes, Inc.
|
22,624 | $1,993,625 | |
| 8 | NVR |
Nvr Inc
|
284 | $1,935,004 |
All Filings in MHO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,030,938 | 12,631 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,389,684 | 11,349 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,594,768 | 12,464 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,807,521 | 12,514 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,385,465 | 12,357 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,392,082 | 12,192 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,640,602 | 12,340 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,152,795 | 12,563 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,687,729 | 13,818 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,695,134 | 19,775 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,977,525 | 21,617 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,699,204 | 20,219 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $900,585 | 10,329 | Shares | Defined | 2023-08-14 | |
| 2021-03-31 | $626,082 | 10,599 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||