JAMES INVESTMENT RESEARCH, INC. MHO — M/I SCHOTTENSTEIN HM COM

Ownership history in JAMES INVESTMENT RESEARCH, INC.  ·  63 quarters on record

AI Ownership Summary

JAMES INVESTMENT RESEARCH, INC. reported M/I SCHOTTENSTEIN HM COM (MHO) in 63 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.87% in 2024 Q3. The latest visible filing shows MHO at 0.59% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JAMES INVESTMENT RESEARCH, INC.'s position in M/I SCHOTTENSTEIN HM COM, 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 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% 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.

MHO stock page JAMES INVESTMENT RESEARCH, INC. fund profile JAMES INVESTMENT RESEARCH, INC. full holdings
How JAMES INVESTMENT RESEARCH, INC. held MHO — position size vs. price
% of Fund (quarterly)    MHO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 42,800 -224 -0.5% 0.59% $5.2M 2026-04-24 $133.64
2025 Q4 ADDED — — — 43,024 +58 +0.1% 0.60% $5.5M 2026-01-29 $136.37
2025 Q3 ADDED — — — 42,966 +2,807 +7.0% 0.68% $6.2M 2025-10-31 $125.19
2025 Q2 REDUCED — — — 40,159 -309 -0.8% 0.54% $4.5M 2025-08-01 $122.64
2025 Q1 REDUCED 7.1% -1.8% ✅ 40,468 -3,088 -7.1% 0.59% $4.6M 2025-05-02 $110.53
2024 Q4 REDUCED — — — 43,556 -252 -0.6% 0.69% $5.8M 2025-01-30 $129.96
2024 Q3 ADDED — — — 43,808 +29 +0.1% 0.87% $7.5M 2024-10-29 $153.45
2024 Q2 REDUCED — — — 43,779 -99 -0.2% 0.64% $5.3M 2024-07-30 $167.60
2024 Q1 ADDED — — — 43,878 +5,998 +15.8% 0.71% $6.0M 2024-05-01 $116.34
2023 Q4 ADDED — — — 37,880 +135 +0.4% 0.66% $5.2M 2024-02-06 $120.99
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MHO

As of 2026 Q1 — sorted by position size

Capelight Capital Asset Management LP 6.39% DONALD SMITH & CO., INC. 3Y 7Y 3.28% Old North State Wealth Management, LLC 2.5% Steamboat Capital Partners, LLC 3Y 7Y 2.33% Round Hill Asset Management 3Y 7Y 1.69% EMG Holdings, L.P. 3Y 1.47% 1492 Capital Management LLC 3Y 7Y 1.03% De Lisle Partners LLP 0.97% Junto Capital Management LP 3Y 7Y 0.85% DENALI ADVISORS LLC 3Y 7Y 0.81%

FAQ About JAMES INVESTMENT RESEARCH, INC. and MHO

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

How long has JAMES INVESTMENT RESEARCH, INC. reported owning MHO?

JAMES INVESTMENT RESEARCH, INC. reported MHO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MHO position in JAMES INVESTMENT RESEARCH, INC.'s portfolio?

The largest reported portfolio weight for MHO was 0.87% in 2024 Q3.

What is the latest reported MHO position on this page?

The most recent filing on this page is 2026 Q1, when JAMES INVESTMENT RESEARCH, INC. reported 42,800 shares, equal to 0.59% of portfolio, with an estimated market value of $5.2M.

What does the chart on this MHO ownership page compare?

The chart compares JAMES INVESTMENT RESEARCH, INC.'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.

How well did JAMES INVESTMENT RESEARCH, INC. time their MHO position?

Based on 13F filing dates vs. subsequent MHO price moves, JAMES INVESTMENT RESEARCH, INC. correctly timed 16 out of 33 reported position changes (48%). The annualised alpha on MHO relative to SPY over the holding period was +7.1%.

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