Donald Smith & Co., Inc.
- SEC CIK
- 0000814375
- Latest filing
- Aug 11, 2026
MHO holding history
M/I Homes, Inc. in every 13F filed by Donald Smith & Co., Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MHO overviewAll 13F holders of MHOFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,391,480
- Value
- $223.7M
- % of portfolio
- 4.0%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,391,480 | $223.7M | 4.0% | −98,558−6.6% | Reduced | Holders |
| Q1 2026 | 1,490,038 | $182.5M | 3.3% | +26,698+1.8% | Added | Holders |
| Q4 2025 | 1,463,340 | $187.2M | 3.5% | +82,090+5.9% | Added | Holders |
| Q3 2025 | 1,381,250 | $199.5M | 4.0% | −27,140−1.9% | Reduced | Holders |
| Q2 2025 | 1,408,390 | $157.9M | 3.7% | +125,423+9.8% | Added | Holders |
| Q1 2025 | 1,282,967 | $146.5M | 3.6% | +118,778+10.2% | Added | Holders |
| Q4 2024 | 1,164,189 | $154.8M | 3.7% | +65,771+6.0% | Added | Holders |
| Q3 2024 | 1,098,418 | $188.2M | 4.4% | −287,688−20.8% | Reduced | Holders |
| Q2 2024 | 1,386,106 | $169.3M | 4.3% | −105,563−7.1% | Reduced | Holders |
| Q1 2024 | 1,491,669 | $203.3M | 4.7% | −69,351−4.4% | Reduced | Holders |
| Q4 2023 | 1,561,020 | $215.0M | 5.5% | −469,181−23.1% | Reduced | Holders |
| Q3 2023 | 2,030,201 | $170.6M | 5.9% | −26,890−1.3% | Reduced | Holders |
| Q2 2023 | 2,057,091 | $179.4M | 6.2% | −2,345−0.1% | Reduced | Holders |
| Q1 2023 | 2,059,436 | $129.9M | 4.8% | −26,166−1.3% | Reduced | Holders |
| Q4 2022 | 2,085,602 | $96.3M | 3.8% | +5920.0% | Added | Holders |
| Q3 2022 | 2,085,010 | $75.5M | 3.4% | +2530.0% | Added | Holders |
| Q2 2022 | 2,084,757 | $82.7M | 3.7% | +97,761+4.9% | Added | Holders |
| Q1 2022 | 1,986,996 | $88.1M | 3.2% | +380,484+23.7% | Added | Holders |
| Q4 2021 | 1,606,512 | $99.9M | 3.5% | +130,449+8.8% | Added | Holders |
| Q3 2021 | 1,476,063 | $85.3M | 3.3% | +153,091+11.6% | Added | Holders |
| Q2 2021 | 1,322,972 | $77.6M | 3.0% | +255,707+24.0% | Added | Holders |
| Q1 2021 | 1,067,265 | $63.0M | 2.5% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.