Muhlenkamp & Co TMHC trades
Ronald Muhlenkamp
Ronald Muhlenkamp Taylor Morn Home stake
total: 202
Trades details
- Total transactions:
- 14
- New positions:
- 1
- Sold out:
- 1
- Added:
- 10
- Reduced:
- 2
- Held since:
- 2023 Q2
- Held for:
- 13 quarters
- Latest activity:
- 2026 Q3
According to 2026 Q3 report, Ronald Muhlenkamp doesn't hold any Taylor Morn Home (TMHC) shares. To date, the estimated cost basis is nearly $46.78 for "buy" trades and estimated average "sell" price is $71.73. 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 13 more transactions.
When did Ronald Muhlenkamp sell Taylor Morn Home (TMHC)?
Ronald Muhlenkamp sold off the entire Taylor Morn Home (TMHC) position in 2026 Q3.
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:
- $71.73
Ronald Muhlenkamp's historical trades in Taylor Morn Home
14 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q3
|
0.00%
|
0
|
$71.74
|
|
-100% (-158,625)
|
-3.3%
|
|
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%
|
$62.17
|
+1.44% (+2,198)
|
|||
|
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.