Ronald Muhlenkamp's TMHC Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 157,398 shares of Taylor Morrison Home Corporation (TMHC) worth $10.39 M, representing 2.82% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained a strategic position in TMHC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 65,148 shares. Largest reduction occurred in Q1 2025, reducing 74 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's Taylor Morrison Home Corporation (TMHC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Taylor Morrison Home Corporation (TMHC) Trades by Ronald Muhlenkamp
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +85,790 | Add 0.00% | 85,789 | $48.77 |
| Q3 2023 | +65,148 | Add 75.94% | 150,937 | $42.61 |
| Q4 2023 | +1,595 | Add 1.06% | 152,532 | $53.35 |
| Q1 2024 | +2,198 | Add 1.44% | 154,730 | $62.17 |
| Q2 2024 | +143 | Add 0.09% | 154,873 | $55.44 |
| Q3 2024 | -50 | Reduce 0.03% | 154,823 | $70.26 |
| Q4 2024 | +457 | Add 0.30% | 155,280 | $61.21 |
| Q1 2025 | -74 | Reduce 0.05% | 155,206 | $60.04 |
| Q2 2025 | +1,876 | Add 1.21% | 157,082 | $61.42 |
| Q3 2025 | +316 | Add 0.20% | 157,398 | $66.01 |
Ronald Muhlenkamp's Taylor Morrison Home Corporation Investment FAQs
Ronald Muhlenkamp first purchased Taylor Morrison Home Corporation (TMHC) in Q2 2023, acquiring 85,789 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp has held Taylor Morrison Home Corporation (TMHC) for 10 quarters since Q2 2023.
Ronald Muhlenkamp's largest addition to Taylor Morrison Home Corporation (TMHC) was in Q2 2023, adding 85,789 shares worth $4.18 M.
According to the latest 13F filing for Q3 2025, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 157,398 shares of Taylor Morrison Home Corporation (TMHC), valued at approximately $10.39 M.
As of the Q3 2025 filing, Taylor Morrison Home Corporation (TMHC) represents approximately 2.82% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in Taylor Morrison Home Corporation (TMHC) was 157,398 shares, as reported at the end of Q3 2025.