Donald Smith & Co., Inc. and DSCO Value Fund, L.P. filed a Schedule 13G with the SEC on November 13, 2026, disclosing a combined beneficial ownership position of 1,343,543 shares of M/I Homes, Inc. common stock, representing 5.3% of the class, as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: 1,343,543 shares of M/I Homes, Inc. common stock, equal to 5.3% of the class (5.32% per Item 4).
  • Sole voting power: Donald Smith & Co., Inc. holds sole voting power over 1,299,564 shares; DSCO Value Fund, L.P. holds sole voting power over 13,789 shares.
  • Sole dispositive power: Donald Smith & Co., Inc. holds sole dispositive power over 1,329,754 shares; DSCO Value Fund, L.P. holds sole dispositive power over 13,789 shares.
  • Shared voting and dispositive power: Both reporting persons report 0 shares held with shared voting or dispositive power.
  • Triggering event date: The event requiring this filing occurred on September 30, 2026.
  • Reporting persons: Donald Smith & Co., Inc. (investment adviser, Delaware corporation) and DSCO Value Fund, L.P. (limited partnership, Delaware), both signed by Richard L. Greenberg, CEO and Co-CIO.

Donald Smith & Co. Crosses 5% Threshold in M/I Homes Common Stock

According to the Schedule 13G filed November 13, 2026, Donald Smith & Co., Inc. and DSCO Value Fund, L.P. jointly reported beneficial ownership of 1,343,543 shares of M/I Homes, Inc. (CUSIP 55305B101) common stock. The filing identifies Donald Smith & Co., Inc. as an investment adviser incorporated in Delaware, with its principal business office at 152 West 57th Street, New York, NY 10019. M/I Homes, Inc. is listed with its principal executive offices at 4131 Worth Avenue, Suite 500, Columbus, Ohio 43219.

The filing reports that Donald Smith & Co., Inc. holds sole voting power over 1,299,564 shares and sole dispositive power over 1,329,754 shares. DSCO Value Fund, L.P. separately reports sole voting power and sole dispositive power each over 13,789 shares. Neither reporting person claims any shared voting or dispositive power. The aggregate amount beneficially owned by each reporting person is stated as 1,343,543 shares, representing 5.3% of the class.

In Item 6, the filing discloses that Donald Smith & Co., Inc. "does not serve as custodian of the assets of any of its clients," and that 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." The filing further states that "not more than 5% of the class of such securities is owned by any one client." The filing was signed by Richard L. Greenberg as CEO and Co-CIO on behalf of both reporting persons.

What Was Disclosed

Donald Smith & Co., Inc. and DSCO Value Fund, L.P. disclosed a combined 1,343,543-share beneficial ownership position in M/I Homes, Inc. common stock, equal to 5.3% of the class, via a Schedule 13G filed November 13, 2026, with a triggering event date of September 30, 2026.