Donald Smith & Co., Inc. reports beneficial ownership of 1,490,038 shares of M/I Homes, Inc. Common Stock (CUSIP 55305B101), equal to 5.78% of the class. The filing attributes sole voting power of 1,446,444 shares and sole dispositive power of 1,476,144 shares to Donald Smith & Co., Inc., and shows DSCO Value Fund, L.P. with 13,894 shares.
The filing states Donald Smith & Co., Inc. acts as investment adviser for institutional clients that retain ultimate power to receive dividends and proceeds and that discretionary authority may be revoked. The reporting person identifies itself as an investment adviser filing under Schedule 13G.
Positive
None.
Negative
None.
Insights
Large institutional stake disclosed with advisory-client allocation noted.
The Schedule 13G shows 1,490,038 shares (5.78%) reported by Donald Smith & Co., Inc., with voting and dispositive counts specifically itemized. This identifies a passive, >5% position under beneficial-ownership reporting thresholds.
The filing explicitly states that ultimate dividend and sale rights rest with advisory clients and that discretionary authority is revocable; subsequent SEC filings or amendments would clarify any changes in control or intent.
Position attributed to advisory clients rather than direct corporate control.
The schedule lists both Donald Smith & Co., Inc. and DSCO Value Fund, L.P. with specific sole voting and dispositive power counts (e.g., 1,446,444 sole votes). This distinguishes adviser-level reporting from direct client ownership.
Because the filing emphasizes advisory-client rights and revocability of discretion, holder actions (dividend receipt or sales) depend on client mandates; further filings would show any change from passive to active intent.
Key Figures
Beneficially owned:1,490,038 sharesPercent of class:5.78%Sole voting power (Donald Smith):1,446,444 shares+3 more
6 metrics
Beneficially owned1,490,038 sharesSchedule 13G filing for M/I Homes Common Stock
Percent of class5.78%Percentage of outstanding Common Stock reported
Sole voting power (Donald Smith)1,446,444 sharesItem 4(i) reported sole power to vote
Sole dispositive power (Donald Smith)1,476,144 sharesItem 4(iii) reported sole power to dispose
DSCO Value Fund holdings13,894 sharesListed separately under the reporting group
CUSIP55305B101M/I Homes, Inc. Common Stock identifier
Key Terms
Schedule 13G, Sole dispositive power, Beneficially owned, Investment adviser
4 terms
Schedule 13Gregulatory
"If a group has filed this schedule pursuant to"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Sole dispositive powerregulatory
"Sole power to dispose or to direct the disposition of"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Beneficially ownedregulatory
"Amount beneficially owned: 1,490,038"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Investment adviserfinancial
"Donald Smith & Co., Inc. does not serve as custodian"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.
Donald Smith & Co. reports beneficial ownership of 1,490,038 shares, representing 5.78% of M/I Homes, Inc. Common Stock per the Schedule 13G filing.
How much voting power does Donald Smith & Co. hold in M/I Homes (MHO)?
The filing reports sole voting power of 1,446,444 shares attributed to Donald Smith & Co.; DSCO Value Fund, L.P. holds 13,894 sole votes as shown.
Who actually receives dividends or sale proceeds for the reported shares?
Donald Smith & Co. states that institutional advisory clients hold the ultimate right to dividends and sale proceeds and that discretionary authority to the adviser is revocable.
Does the Schedule 13G indicate active control or takeover intent?
No active control is claimed; the filing is a Schedule 13G disclosure for passive beneficial ownership and notes adviser-client arrangements rather than an assertion of control.
What are the dispositive-power figures reported in the filing?
The filing lists sole dispositive power of 1,476,144 shares for Donald Smith & Co. and 13,894 for DSCO Value Fund, L.P., as disclosed in Item 4.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
M/I HOMES, INC.
(Name of Issuer)
Common
(Title of Class of Securities)
55305B101
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
55305B101
1
Names of Reporting Persons
DONALD SMITH & CO., INC.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
1,446,444.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
1,476,144.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,490,038.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.8 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
CUSIP Number(s):
55305B101
1
Names of Reporting Persons
DSCO Value Fund, L.P.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
13,894.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
13,894.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,490,038.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.8 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
M/I HOMES, INC.
(b)
Address of issuer's principal executive offices:
4131 WORTH AVENUE STE 500, COLUMBUS, OHIO, 43219.
Item 2.
(a)
Name of person filing:
Donald Smith & Co.,Inc.
(b)
Address or principal business office or, if none, residence:
152 West 57th Street
New York, NY 10019
(c)
Citizenship:
A Delaware Corporation
(d)
Title of class of securities:
Common
(e)
CUSIP Number(s):
55305B101
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
1,490,038
(b)
Percent of class:
5.78%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
Donald Smith & Co., Inc. 1,446,444
DSCO Value Fund, L.P. 13,894
(ii) Shared power to vote or to direct the vote:
SEE ITEM 6
(iii) Sole power to dispose or to direct the disposition of:
Donald Smith & Co., Inc. 1,476,144
DSCO Value Fund, L.P. 13,894
(iv) Shared power to dispose or to direct the disposition of:
SEE ITEM 6
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
1. Donald Smith & Co., Inc. does not serve as custodian of the assets of any of its clients; accordingly, in each instance only the client or the client?s custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities. The ultimate power to direct the receipt of dividends paid with respect to, and the proceeds from the sale of, such securities, is vested in the institutional clients which Donald Smith & Co., Inc. serves as investment advisor. Any and all discretionary authority which has been delegated to Donald Smith & Co., Inc. may be revoked in whole or in part at any time. To the knowledge of Donald Smith & Co., Inc., with respect to all securities reported in this schedule owned by advisory clients of Donald Smith & Co., Inc., not more than 5% of the class of such securities is owned by any one client. 2. With respect to the remaining securities owned, various persons have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the Common Stock of M/I Homes, Inc. No one person?s interest in the Common Stock of M/I Homes, Inc. is more than five percent of the total outstanding Common Stock.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
Donald Smith & Co., Inc. IA
DSCO Value Fund, L.P. PN
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
