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Equibles

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 Jun 30, 2026 · filed Aug 11, 2026
Position Value
$223,736,069
+$41,280,916 QoQ
Shares Held
1,391,480
-6.6% QoQ
Ownership
5.50%
of shares outstanding
% of Portfolio
3.99%
of 13F equity value
Holder Rank
#2
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in MHO Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

DONALD SMITH & CO., INC. holds $411,325,516 across 4 Residential Construction names. MHO ranks #1 (54.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MHO
M/I Homes, Inc.
This page 		1,391,480 $223,736,069
2 KBH
Kb Home
 1,735,927 $108,651,670
3 BZH
Beazer Homes USA Inc
 2,814,181 $78,937,777
4
862,507 $0

All Filings in MHO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $223,736,069 1,391,480
2026-03-31 $182,455,153 1,490,038
2025-12-31 $187,234,353 1,463,340
2025-09-30 $199,507,750 1,381,250
2025-06-30 $157,908,686 1,408,390
2025-03-31 $146,489,172 1,282,967
2024-12-31 $154,778,927 1,164,189
2024-09-30 $188,224,908 1,098,418
2024-06-30 $169,298,986 1,386,106
2024-03-31 $203,299,568 1,491,669
2023-12-31 $215,014,894 1,561,020
2023-09-30 $170,618,092 2,030,201
2023-06-30 $179,357,764 2,057,091
2023-03-31 $129,929,817 2,059,436
2022-12-31 $96,313,100 2,085,602
2022-09-30 $75,539,912 2,085,010
2022-06-30 $82,681,462 2,084,757
2022-03-31 $88,123,272 1,986,996
2021-12-31 $99,892,916 1,606,512
2021-09-30 $85,316,441 1,476,063
2021-06-30 $77,618,767 1,322,972
2021-03-31 $63,043,343 1,067,265
2020-12-31 $49,191,308 1,110,664
2020-09-30 $49,957,941 1,084,863
2020-06-30 $42,197,988 1,225,261
2020-03-31 $20,224,339 1,223,493