Ronald Muhlenkamp
Muhlenkamp & Co
Ronald Muhlenkamp Taylor Morn Home stake
total: 197
Muhlenkamp & Co TMHC trades
- Total transactions:
- 13
- New positions:
- 1
- Added:
- 10
- Reduced:
- 2
- Held since:
- 2023 Q2
- Held for:
- 13 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Ronald Muhlenkamp holds 158,625 Taylor Morn Home (TMHC) shares with a market value of roughly $11.38M accounting for 3.30% of the overall portfolio. To date, the estimated cost basis is nearly $46.78 for "buy" trades and estimated average "sell" price is $64.16. Muhlenkamp & Co first purchased TMHC in 2023 Q2, initially acquiring 85,789 shares. Since the initial investment in Taylor Morn Home (TMHC), Muhlenkamp & Co has made 12 more transactions.
When did Ronald Muhlenkamp buy Taylor Morn Home (TMHC)?
Ronald Muhlenkamp first invested in Taylor Morn Home (TMHC) in 2023 Q2 at the reported quarter-end price of $48.77 per share.
What's the cost basis of Muhlenkamp & Co's TMHC stake?
The estimated cost basis for Taylor Morn Home (TMHC) stake is around $46.78 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $46.78
- Weighted AVG sell price:
- $64.16
Ronald Muhlenkamp's historical trades in Taylor Morn Home
13 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
3.30%
|
158,625
|
$71.74
|
$11,379,758
|
+0.01% (+19)
|
+0%
|
|
2026 Q1
|
2.43%
|
158,606
|
$58.24
|
$9,237,213
|
+0.04% (+58)
|
+0%
|
|
2025 Q4
|
2.51%
|
158,548
|
$58.87
|
$9,333,721
|
+0.73% (+1,150)
|
+0.02%
|
|
2025 Q3
|
2.82%
|
157,398
|
$66.01
|
$10,389,840
|
+0.20% (+316)
|
+0.01%
|
|
2025 Q2
|
3.01%
|
157,082
|
$61.42
|
$9,647,975
|
+1.21% (+1,876)
|
+0.04%
|
|
2025 Q1
|
3.05%
|
155,206
|
$60.04
|
$9,318,567
|
-0.05% (-74)
|
-0%
|
|
2024 Q4
|
2.88%
|
155,280
|
$61.21
|
$9,504,687
|
+0.30% (+457)
|
+0.01%
|
|
2024 Q3
|
3.33%
|
154,823
|
$70.26
|
$10,877,862
|
-0.03% (-50)
|
-0%
|
|
2024 Q2
|
2.68%
|
154,873
|
$55.44
|
$8,586,159
|
+0.09% (+143)
|
+0%
|
|
2024 Q1
|
2.79%
|
154,730
|
$62.17
|
$9,619,564
|
+1.44% (+2,198)
|
+0.04%
|
|
2023 Q4
|
2.66%
|
$53.35
|
+1.06% (+1,595)
|
|||
|
2023 Q3
|
2.22%
|
$42.61
|
+75.94% (+65,148)
|
|||
|
2023 Q2
|
1.48%
|
$48.77
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.