Muhlenkamp & Co
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Muhlenkamp & Co’s Taylor Morrison TMHC Stock Holding History

Muhlenkamp & Co’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4M Buy
158,625
+19
+0% +$1.21K 3.3% 17
2026
Q1 		$9.24M Buy
158,606
+58
+0% +$3.62K 2.43% 21
2025
Q4 		$9.33M Buy
158,548
+1,150
+0.7% +$70.3K 2.51% 18
2025
Q3 		$10.4M Buy
157,398
+316
+0.2% +$20.8K 2.82% 18
2025
Q2 		$9.6M Buy
157,082
+1,876
+1% +$109K 3.01% 17
2025
Q1 		$9.32M Sell
155,206
-74
-0% -$4.61K 3.05% 17
2024
Q4 		$9.5M Buy
155,280
+457
+0.3% +$31.2K 2.88% 20
2024
Q3 		$10.9M Sell
154,823
-50
-0% -$3.2K 3.33% 20
2024
Q2 		$8.59M Buy
154,873
+143
+0.1% +$8.17K 2.68% 23
2024
Q1 		$9.6M Buy
154,730
+2,198
+1% +$121K 2.79% 22
2023
Q4 		$8.14M Buy
152,532
+1,595
+1% +$71.3K 2.66% 20
2023
Q3 		$6.43M Buy
150,937
+65,148
+76% +$3.06M 2.22% 24
2023
Q2 		$4.18M Buy
+85,789
New +$3.69M 1.48% 26

Other funds holding TMHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Muhlenkamp & Co's TMHC Position: Q2 2026 in Review

Muhlenkamp & Co increased its Taylor Morrison (TMHC) stake by 0.01% in Q2 2026, buying an estimated $1.21K and bringing the position to 158,625 shares worth $11.4M. The position accounts for 3.3% of the portfolio, ranked #17.

Muhlenkamp & Co first reported a position in TMHC in Q2 2023 and has held it in 13 quarters since. 443 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

  • Muhlenkamp & Co held 158,625 shares of Taylor Morrison worth $11.4M as of Q2 2026.
  • Muhlenkamp & Co bought 19 Taylor Morrison shares in Q2 2026, an estimated $1.21K.
  • Taylor Morrison made up 3.3% of Muhlenkamp & Co's portfolio in Q2 2026, its #17 holding.
  • Muhlenkamp & Co first reported a position in Taylor Morrison in Q2 2023 and has held it in 13 quarters since.
  • 443 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Muhlenkamp & Co's 13F filing for Q2 2026, filed 18 Aug 2026.