Ronald Muhlenkamp's Muhlenkamp & Co sold its entire Taylor Morn Home (TMHC) position in 2026 Q3, according to the 13F-HR filed with the SEC on November 10, 2026. The prior filing listed 159K shares worth about $11.4M, 3.3% of the portfolio; the 2026 Q3 filing lists none. TMHC had been in the portfolio for about 3 years, since the quarter ended June 30, 2023.
What did the 2026 Q3 filing report for TMHC?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Before | After | |
|---|---|---|
| Shares | 159K | 0 |
| Reported value | $11.4M | $0 |
| Portfolio weight | 3.3% | 0% |
| Held since | 2023 Q2 | sold out in 2026 Q3 |
| Quarters held | 13 |
What did Ronald Muhlenkamp sell?
Ronald Muhlenkamp sold 159K shares of TMHC between the quarter ended June 30, 2026 and September 30, 2026. The TMHC exit was the 3rd largest of the quarter's 29 position changes by percent change to portfolio.
Where does TMHC sit in the Ronald Muhlenkamp portfolio?
Before the sale, TMHC carried 3.3% of the Ronald Muhlenkamp portfolio, about the fund's average stock position of 3%. The largest stock position is NEM at 6.51%. Next come AEM at 6.2% and MCK at 5.67%. The three largest stocks together are 18.38% of the book. Across the 2026 Q3 portfolio, Ronald Muhlenkamp reported 32 stock positions, with 5 opened and 1 closed. The total portfolio value is about $411M, up 19% from the prior quarter.
How long has Ronald Muhlenkamp held TMHC?
Ronald Muhlenkamp held TMHC for about 3 years, from the quarter ended June 30, 2023 to June 30, 2026. The weight peaked at 3.33% in 2024 Q3. The share count had been unchanged the quarter before. Every reported trade is on the Ronald Muhlenkamp TMHC trade history page.
FAQ
How many TMHC shares did Ronald Muhlenkamp sell?
Ronald Muhlenkamp sold all 159K shares of TMHC it reported a quarter earlier, worth about $11.4M.
When did Ronald Muhlenkamp first buy TMHC?
Ronald Muhlenkamp first reported TMHC in the quarter ended June 30, 2023.
How much of the Ronald Muhlenkamp portfolio was TMHC?
TMHC was 3.3% of the Ronald Muhlenkamp portfolio at the prior quarter-end, and 0% after the sale.