Muhlenkamp & Co Inc
- SEC CIK
- 0001133219
- Latest filing
- Aug 17, 2026
TMHC holding history
Taylor Morrison Home Corp in every 13F filed by Muhlenkamp & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TMHC overviewAll 13F holders of TMHCFull Q2 2026 holdings
- Shares (Q2 2026)
- 158,625
- Value
- $11.4M
- % of portfolio
- 3.3%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 158,625 | $11.4M | 3.3% | +190.0% | Added | Holders |
| Q1 2026 | 158,606 | $9.24M | 2.4% | +580.0% | Added | Holders |
| Q4 2025 | 158,548 | $9.33M | 2.5% | +1,150+0.7% | Added | Holders |
| Q3 2025 | 157,398 | $10.4M | 2.8% | +316+0.2% | Added | Holders |
| Q2 2025 | 157,082 | $9.65M | 3.0% | +1,876+1.2% | Added | Holders |
| Q1 2025 | 155,206 | $9.32M | 3.0% | −740.0% | Reduced | Holders |
| Q4 2024 | 155,280 | $9.50M | 2.9% | +457+0.3% | Added | Holders |
| Q3 2024 | 154,823 | $10.9M | 3.3% | −500.0% | Reduced | Holders |
| Q2 2024 | 154,873 | $8.59M | 2.7% | +143+0.1% | Added | Holders |
| Q1 2024 | 154,730 | $9.62M | 2.8% | +2,198+1.4% | Added | Holders |
| Q4 2023 | 152,532 | $8.14M | 2.7% | +1,595+1.1% | Added | Holders |
| Q3 2023 | 150,937 | $6.43M | 2.2% | +65,148+75.9% | Added | Holders |
| Q2 2023 | 85,789 | $4.18M | 1.5% | – | No prior filing | Holders |