DONALD SMITH & CO., INC.

Position in MHO — M/I Homes, Inc.

CIK 814375 NEW YORK, NY

Back to MHO Full portfolio

Position in MHO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$182,455,153

-$4,779,200 QoQ

Shares Held

1,490,038

+1.8% QoQ

Ownership

5.82%

of shares outstanding

% of Portfolio

3.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Common Shares in MHO Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

DONALD SMITH & CO., INC. holds $398,989,919 across 4 Residential Construction names. MHO ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc. This page	1,490,038	$182,455,153
2	TMHC	Taylor Morrison Home Corp	1,672,693	$97,417,640
3	KBH	Kb Home	1,191,414	$61,655,674
4	BZH	Beazer Homes USA Inc	2,986,562	$57,461,452

All Filings in MHO

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$182,455,153	1,490,038	0.0%	Shares	Defined	2026-05-14
2026-03-31	$182,455,153	1,490,038	+1.8%	Shares	Sole	2026-05-14
2025-12-31	$187,234,353	1,463,340	0.0%	Shares	Defined	2026-02-11
2025-12-31	$187,234,353	1,463,340	+5.9%	Shares	Sole	2026-02-11
2025-09-30	$199,507,750	1,381,250	0.0%	Shares	Sole	2025-11-13
2025-09-30	$199,507,750	1,381,250	-1.9%	Shares	Defined	2025-11-13
2025-06-30	$157,908,686	1,408,390	0.0%	Shares	Sole	2025-08-15
2025-06-30	$157,908,686	1,408,390	+9.8%	Shares	Defined	2025-08-13
2025-03-31	$146,489,172	1,282,967	+10.2%	Shares	Defined	2025-05-12
2024-12-31	$154,778,927	1,164,189	+6.0%	Shares	Defined	2025-02-12
2024-09-30	$188,224,908	1,098,418	-20.8%	Shares	Defined	2024-10-25
2024-06-30	$169,298,986	1,386,106	-7.1%	Shares	Defined	2024-08-09
2024-03-31	$203,299,568	1,491,669	-4.4%	Shares	Defined	2024-05-10
2023-12-31	$215,014,894	1,561,020	-23.1%	Shares	Defined	2024-02-05
2023-09-30	$170,618,092	2,030,201	-1.3%	Shares	Defined	2023-11-13
2023-06-30	$179,357,764	2,057,091	-0.1%	Shares	Defined	2023-08-10
2023-03-31	$129,929,817	2,059,436	-1.3%	Shares	Defined	2023-05-17
2022-12-31	$96,313,100	2,085,602	+0.0%	Shares	Defined	2023-02-09
2022-09-30	$75,539,912	2,085,010	+0.0%	Shares	Defined	2022-11-04
2022-06-30	$82,681,462	2,084,757	+4.9%	Shares	Defined	2022-08-12
2022-03-31	$88,123,272	1,986,996	+23.7%	Shares	Defined	2022-05-09
2021-12-31	$99,892,916	1,606,512	+8.8%	Shares	Defined	2022-02-07
2021-09-30	$85,316,441	1,476,063	+11.6%	Shares	Defined	2021-11-12
2021-06-30	$77,618,767	1,322,972	+24.0%	Shares	Defined	2021-08-10
2021-03-31	$63,043,343	1,067,265	-3.9%	Shares	Defined	2021-05-10
2020-12-31	$49,191,308	1,110,664	+2.4%	Shares	Defined	2021-02-10
2020-09-30	$49,957,941	1,084,863	-11.5%	Shares	Defined	2020-11-05
2020-06-30	$42,197,988	1,225,261	+0.1%	Shares	Defined	2020-08-13
2020-03-31	$20,224,339	1,223,493	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.