Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna MHO — M/I HOMES INC

Ownership history in Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna  ·  5 quarters on record

AI Ownership Summary

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported M/I HOMES INC (MHO) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.29% in 2026 Q2. The latest visible filing shows MHO at 0.29% 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 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna'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 Q2

MHO was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna fund profile Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna full holdings
How Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 5,467 — 0% 0.29% $879K 2026-07-21 $146.91
2026 Q1 ADDED — — — 5,467 +867 +18.8% 0.28% $669K 2026-05-14 $126.51
2025 Q4 ADDED — — — 4,600 +1,250 +37.3% 0.22% $589K 2026-02-11 $145.39
2025 Q3 ADDED — — — 3,350 +11 +0.3% 0.19% $484K 2025-11-14 $128.66
2025 Q2 INITIATED — — — 3,339 — — 0.18% $381K 2025-08-14 $142.83

🏢 Other funds also holding MHO

As of 2026 Q2 — sorted by position size

Capelight Capital Asset Management LP 6.17% Old North State Wealth Management, LLC 3.13% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.7% SummerHaven Investment Management, LLC 3Y 0.53% Phocas Financial Corp. 3Y 7Y 0.42% Gradient Investments LLC 3Y 7Y 0.27% Ruffer LLP 3Y 7Y 0.26% Bay Rivers Group 3Y 0.23% Paladin Wealth, LLC 0.13% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.11%

FAQ About Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna and MHO

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

How long has Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported owning MHO?

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported MHO across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported MHO position in Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio?

The largest reported portfolio weight for MHO was 0.29% in 2026 Q2.

What is the latest reported MHO position on this page?

The most recent filing on this page is 2026 Q2, when Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported 5,467 shares, equal to 0.29% of portfolio, with an estimated market value of $879K.

What does the chart on this MHO ownership page compare?

The chart compares Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna'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 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna time their MHO position?

Based on 13F filing dates vs. subsequent MHO price moves, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MHO relative to SPY over the holding period was -13.1%.

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