TMHC
Over time
Holders
| MuhlenkampQ2 2026Q3 due Nov 14Jeff Muhlenkamp, portfolio manager | 3.30% | 158,625 | $11M | added0% | +0.87 pp | 13 q |
| Third AveQ2 2026Q3 due Nov 14Matthew Fine, portfolio manager | 0.99% | 85,941 | $6M | new | — | new |
| SorosQ2 2026Q3 due Nov 14Dawn Fitzpatrick, CIO | 0.86% | 723,523 | $52M | new | — | new |
| First EagleQ2 2026Q3 due Nov 14Kimball Brooker, portfolio manager | 0.03% | 455,202 | $33M | added+90% | +0.01 pp | 10 q |
| PRIMECAPQ2 2026Q3 due Nov 14Joel Fried, portfolio manager | 0.00% | 84,214 | $6M | added+47% | 0.00 pp | 4 q |
| GreenhavenQ2 2026Q3 due Nov 14Edgar Wachenheim, founder | — | — | — | exited | 0.00 pp | — |
| BaronQ2 2026Q3 due Nov 14Ron Baron, CEO | — | — | — | exited | 0.00 pp | — |







