MHO M/I HOMES INC

Ownership history in Bay Rivers Group  ·  10 quarters on record

AI Ownership Summary

Bay Rivers Group reported M/I HOMES INC (MHO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2024 Q3. The latest visible filing shows MHO at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bay Rivers Group's position in M/I HOMES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MHO was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bay Rivers Group held MHO — position size vs. price
% of Fund (quarterly)    MHO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,355 -380 -8.0% 0.22% $533K 2026-04-13 $123.80
2025 Q4 REDUCED 4,735 -36 -0.8% 0.25% $606K 2026-01-07 $126.63
2025 Q3 REDUCED 4,771 -75 -1.5% 0.29% $689K 2025-10-08 $135.58
2025 Q2 REDUCED 4,846 -40 -0.8% 0.25% $543K 2025-07-09 $118.64
2025 Q1 REDUCED 4,886 -25 -0.5% 0.29% $558K 2025-04-10 $106.28
2024 Q4 ADDED 4,911 +128 +2.7% 0.32% $653K 2025-01-22 $136.86
2024 Q3 ADDED 4,783 +325 +7.3% 0.41% $820K 2024-10-25 $157.36
2024 Q2 ADDED 4,458 +75 +1.7% 0.28% $544K 2024-07-22 $151.84
2024 Q1 ADDED 4,383 +1,003 +29.7% 0.33% $597K 2024-04-22 $112.70
2023 Q4 INITIATED 3,380 0.29% $466K 2024-01-12 $129.93

FAQ About Bay Rivers Group and MHO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bay Rivers Group reported owning MHO?

Bay Rivers Group reported MHO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MHO position in Bay Rivers Group's portfolio?

The largest reported portfolio weight for MHO was 0.41% in 2024 Q3.

What is the latest reported MHO position on this page?

The most recent filing on this page is 2026 Q1, when Bay Rivers Group reported 4,355 shares, equal to 0.22% of portfolio, with an estimated market value of $533K.

What does the chart on this MHO ownership page compare?

The chart compares Bay Rivers Group's quarterly MHO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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