M/I Homes, Inc.
US ˙ NYSE ˙ US55305B1017

SecurityMHO / M/I Homes, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership22,393 shares
Latest Disclosed Value $ 2,865,229
Sei Investments Co reports 50.86% decrease in ownership of MHO / M/I Homes, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 22,393 shares of M/I Homes, Inc. (US:MHO) valued at $2,865,184 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 45,572 shares of M/I Homes, Inc.. This represents a change in shares of -50.86% during the quarter. The current value of the position is $3,043,880 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F M COM 55305B101 22,393 -23,179 -50.86 2,865 -56.47
2025-11-13 2025-09-30 13F M COM 55305B101 45,572 -2,587 -5.37 6,582 21.91 0.0071
2025-08-14 2025-06-30 13F M COM 55305B101 48,159 -51,835 -51.84 5,400 -52.71 0.0063
2025-05-14 2025-03-31 13F/A-1 M COM 55305B101 99,994 10,231 11.40 11,417 -4.33 0.0147
2025-05-13 2025-03-31 13F M COM 55305B101 88,334 -1,429 11,740 0.0128
2025-02-11 2024-12-31 13F M COM 55305B101 89,763 16,138 21.92 11,934 -5.40 0.0153
2024-11-12 2024-09-30 13F M COM 55305B101 73,625 -10,504 -12.49 12,616 22.77 0.0164
2024-08-13 2024-06-30 13F M COM 55305B101 84,129 253 0.30 10,275 -10.11 0.0146
2024-05-07 2024-03-31 13F M COM 55305B101 83,876 -8,271 -8.98 11,431 -9.94 0.0167
2024-02-14 2023-12-31 13F M COM 55305B101 92,147 -10,162 -9.93 12,692 47.62 0.0204
2023-11-14 2023-09-30 13F M COM 55305B101 102,309 -6,720 -6.16 8,598 -9.55 0.0154
2023-08-11 2023-06-30 13F M COM 55305B101 109,029 41,972 62.59 9,506 124.73 0.0166
2023-05-12 2023-03-31 13F M COM 55305B101 67,057 23,927 55.48 4,231 112.46 0.0079
2023-02-10 2022-12-31 13F M COM 55305B101 43,130 -17 -0.04 1,992 27.30 0.0044
2022-11-14 2022-09-30 13F M COM 55305B101 43,147 -15,946 -26.98 1,564 -31.55 0.0035
2022-08-15 2022-06-30 13F M COM 55305B101 59,093 -4,145 -6.55 2,285 -16.70 0.0049
2022-05-13 2022-03-31 13F M COM 55305B101 63,238 -165 -0.26 2,743 -30.70 0.0055
2022-02-14 2021-12-31 13F M COM 55305B101 63,403 64 0.10 3,958 8.35 0.0074
2021-11-12 2021-09-30 13F M COM 55305B101 63,339 -2,308 -3.52 3,653 -4.67 0.0077
2021-08-06 2021-06-30 13F M COM 55305B101 65,647 -2,575 -3.77 3,832 -2.34 0.0085
2021-05-12 2021-03-31 13F M COM 55305B101 68,222 -2,858 -4.02 3,924 26.62 0.0099
2021-02-08 2020-12-31 13F M COM 55305B101 71,080 8,342 13.30 3,099 8.51 0.0080
2020-12-04 2020-09-30 13F/A-1 M COM 55305B101 62,738 9,205 17.20 2,856 54.88 0.0083
2020-11-06 2020-09-30 13F M COM 55305B101 63,963 10,430 2,912 7,011.4485
2020-08-17 2020-06-30 13F/A-1 M COM 55305B101 53,533 -3,948 -6.87 1,844 101.53 0.0057
2020-08-11 2020-06-30 13F M COM 55305B101 48,789 -8,692 1,920 5,208.1022
2020-05-14 2020-03-31 13F M COM 55305B101 57,481 -873 -1.50 915 -59.83 0.0034
2020-02-06 2019-12-31 13F M COM 55305B101 58,354 16,665 39.97 2,278 49.57 0.0068
2019-11-12 2019-09-30 13F M COM 55305B101 41,689 23,005 123.13 1,523 185.74 0.0039
2019-08-14 2019-06-30 13F M COM 55305B101 18,684 -4,700 -20.10 533 -14.31 0.0017
2019-05-15 2019-03-31 13F M COM 55305B101 23,384 23,384 622 0.0021
2016-05-10 2016-03-31 13F/A-1 DIREXION SHS ETF TR COM 55305B101 0 -1,728 -100.00 0 -100.00
2016-02-03 2015-12-31 13F M COM 55305B101 1,728 1,052 155.62 38 137.50 0.0002
2015-11-02 2015-09-30 13F/A-1 M COM 55305B101 676 676 16 0.0001
2015-10-30 2015-09-30 13F DIREXION SHS ETF TR COM 55305B101 676 17
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.