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MUHLENKAMP & CO INC: TMHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MUHLENKAMP & CO INC on TMHC, newest first. How the timeline and the estimate are built.

MUHLENKAMP & CO INC held 158,625 TMHC shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,625 shares
    Change vs previous 13F +19 shares

    3.3% of the 13F portfolio, value $11,379,758.

    13F-HR 0001133219-26-000003 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 158,606 shares
    Change vs previous 13F +58 shares

    2.43% of the 13F portfolio, value $9,237,213.

    13F-HR 0001133219-26-000002 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 158,548 shares
    Change vs previous 13F +1,150 shares

    2.51% of the 13F portfolio, value $9,333,721.

    13F-HR 0001133219-26-000001 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 157,398 shares
    Change vs previous 13F +316 shares

    2.82% of the 13F portfolio, value $10,389,840.

    13F-HR 0001133219-25-000006 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 157,082 shares
    Change vs previous 13F +1,876 shares

    3.01% of the 13F portfolio, value $9,647,975.

    13F-HR 0001133219-25-000005 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 155,206 shares
    Change vs previous 13F -74 shares

    3.05% of the 13F portfolio, value $9,318,567.

    13F-HR 0001133219-25-000004 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 155,280 shares
    Change vs previous 13F +457 shares

    2.88% of the 13F portfolio, value $9,504,687.

    13F-HR 0001133219-25-000001 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 154,823 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $10,877,862.

    13F-HR 0001133219-24-000004 filed by MUHLENKAMP & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).