Ron Muhlenkamp - Muhlenkamp & Company
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    29
Portfolio value:    $379,789,142
Holdings Activity Buys Sells    History
Holding/activity history for  Taylor Morrison Home Corp. (TMHC)
← All TMHC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 158,606 2.43 Add 0.04% <0.01 $56.80–70.29 · VW $62.31i $9,237,213 SEC
2025   Q4 158,548 2.51 Add 0.73% 0.02 $56.62–68.55 · VW $61.26i $9,333,721 SEC
2025   Q3 157,398 2.82 Add 0.20% <0.01 $59.00–72.50 · VW $64.92i $10,389,840 SEC
2025   Q2 157,082 3.01 Add 1.21% 0.04 $51.90–62.49 · VW $58.09i $9,647,975 SEC
2025   Q1 155,206 3.05 Reduce 0.05% <0.01 $57.03–68.23 · VW $62.12i $9,318,567 SEC
2024   Q4 155,280 2.88 Add 0.30% <0.01 $58.72–75.49 · VW $68.21i $9,504,687 SEC
2024   Q3 154,823 3.33 Reduce 0.03% <0.01 $53.17–71.95 · VW $65.55i $10,877,862 SEC
2024   Q2 154,873 2.68 Add 0.09% <0.01 $53.59–62.46 · VW $57.21i $8,586,159 SEC
2024   Q1 154,730 2.79 Add 1.44% 0.04 $50.00–62.64 · VW $55.86i $9,619,564 SEC
2023   Q4 152,532 2.66 Add 1.06% 0.03 $37.23–54.48 · VW $44.68i $8,137,582 SEC
2023   Q3 150,937 2.22 Add 75.94% 0.96 $42.21–52.09 · VW $46.81i $6,431,426 SEC
2023   Q2 85,789 1.48 $48.77 $4,183,930 SEC
Price snapshot:
Current price$71.87
Avg. buy price$46.78
+/- since buy53.65%
52-week low$54.15
52-week high$72.50