M/I Homes (MHO): Donald Smith & Co. discloses 5.44% beneficial ownership stake

Rhea-AI Filing Summary

Donald Smith & Co., Inc., together with DSCO Value Fund, L.P., reports beneficial ownership of 1,391,480 shares of M/I Homes, Inc. common stock on a passive Schedule 13G basis. This position represents 5.44% of the class. Donald Smith & Co., Inc., a Delaware corporation acting as investment advisor, has sole voting power over 1,347,404 shares and sole dispositive power over 1,377,384 shares, while DSCO Value Fund, L.P. has sole voting and dispositive power over 14,096 shares. The firm states that dividends and sale proceeds are ultimately controlled by its institutional clients or their custodians, and that no single client or other person is known to own more than five percent of M/I Homes’ outstanding common stock through these arrangements.

Key Figures

Beneficial ownership: 1,391,480 shares Percent of class: 5.44% Sole voting power: 1,347,404 shares +2 more

5 metrics

Beneficial ownership 1,391,480 shares Total M/I Homes common shares beneficially owned by Donald Smith & Co., Inc. and DSCO Value Fund, L.P.

Percent of class 5.44% Portion of M/I Homes outstanding common stock beneficially owned

Sole voting power 1,347,404 shares Shares of M/I Homes over which Donald Smith & Co., Inc. has sole voting power

Sole dispositive power 1,377,384 shares Shares of M/I Homes over which Donald Smith & Co., Inc. has sole dispositive power

DSCO Value Fund holdings 14,096 shares M/I Homes shares over which DSCO Value Fund, L.P. has sole voting and dispositive power

Key Terms

beneficially owned, Sole Voting Power, Sole Dispositive Power, investment advisor, +1 more

5 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 1,391,480"

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.

Sole Voting Power financial

"5 | Sole Voting Power 1,347,404.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

Sole Dispositive Power financial

"7 | Sole Dispositive Power 1,377,384.00"

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.

investment advisor financial

"clients which Donald Smith & Co., Inc. serves as investment advisor"

An investment advisor is a person or firm that provides personalized guidance on buying, selling and managing investments and often oversees client portfolios for a fee. For investors this matters because the advisor shapes risk, costs and long-term returns, and is typically required by law to act in the client’s best interests — think of them as a financial coach or GPS that helps navigate choices and avoid costly detours.

percent of class financial

"Item 4. | Ownership (b) | Percent of class: 5.44%"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/11/2026 - 03:18 PM Accepted by SEC EDGAR 08/11/2026 - 03:17 PM Learn about SEC filing dates

FAQ

How many M/I Homes (MHO) shares does Donald Smith & Co. report owning?

Donald Smith & Co., Inc. and DSCO Value Fund, L.P. report beneficial ownership of 1,391,480 shares of M/I Homes, Inc. common stock, according to their Schedule 13G filing, combining advisory client holdings they manage.

What percentage of M/I Homes (MHO) does Donald Smith & Co. beneficially own?

The filing reports that Donald Smith & Co., Inc. beneficially owns 5.44% of the outstanding common stock of M/I Homes, Inc., based on 1,391,480 shares held for its advisory clients and DSCO Value Fund, L.P.

How much voting power does Donald Smith & Co. have in M/I Homes (MHO)?

Donald Smith & Co., Inc. reports sole voting power over 1,347,404 shares of M/I Homes common stock, while DSCO Value Fund, L.P. has sole voting power over 14,096 shares, with no shared voting power indicated.

Who ultimately receives dividends and sale proceeds from the M/I Homes (MHO) shares?

The filing states that only the clients or their custodians or trustee banks have the right to receive dividends and sale proceeds, as Donald Smith & Co., Inc. does not serve as custodian and acts solely as investment advisor.

Does any single client of Donald Smith & Co. hold over 5% of M/I Homes (MHO)?

According to the disclosure, Donald Smith & Co., Inc. believes that no single advisory client owns more than 5% of the class of M/I Homes common stock through the securities reported in this Schedule 13G.

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)

06/30/2026

(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 1,347,404.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,377,384.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,391,480.00

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)

5.4 %

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 14,096.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 14,096.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,391,480.00

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)

5.4 %

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: 1,391,480
(b)	Percent of class: 5.44%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Donald Smith & Co., Inc. 1,347,404 DSCO Value Fund, L.P. 14,096
	(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. 1,377,384 DSCO Value Fund, L.P. 14,096
	(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. 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.

DONALD SMITH & CO., INC.

Signature:	Richard L. Greenberg
Name/Title:	CEO and Co-CIO
Date:	08/11/2026

DSCO Value Fund, L.P.

Signature:	Richard L. Greenberg
Name/Title:	CEO and Co-CIO
Date:	08/11/2026