Lakewood Capital Management’s Taylor Morrison TMHC Stock Holding History

Lakewood Capital Management’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
2023 Q2	–	Sell	-1,102,356	Closed	-$42.2M	–	37
2023 Q1	$42.2M	Sell	1,102,356 -460,000	-29%	-$16.2M	3.45%	13
2022 Q4	$47.4M	Sell	1,562,356 -370,000	-19%	-$10.3M	4.22%	9
2022 Q3	$45.1M	Sell	1,932,356 -110,000	-5%	-$2.86M	3.79%	12
2022 Q2	$47.7M	Buy	2,042,356 +370,000	+22%	+$9.8M	2.95%	14
2022 Q1	$45.5M	Buy	1,672,356 +750,000	+81%	+$22.8M	2.3%	18
2021 Q4	$32.2M	Buy	922,356 +165,000	+22%	+$5.15M	1.37%	29
2021 Q3	$19.5M	Buy	+757,356	New	+$20.1M	0.86%	35

Other funds holding TMHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lakewood Capital Management's TMHC Position: Q2 2023 in Review

Lakewood Capital Management sold out of Taylor Morrison (TMHC) in Q2 2023, closing a stake of 1,102,356 shares — an estimated $42.2M sold.

Lakewood Capital Management first reported a position in TMHC in Q3 2021 and held it in 7 quarters. The position peaked at $47.7M in Q2 2022. 367 funds tracked by Wall St. Rank hold TMHC as of Q2 2023.

Lakewood Capital Management reported no remaining Taylor Morrison position as of Q2 2023 after selling out during the quarter.
Lakewood Capital Management sold 1,102,356 Taylor Morrison shares in Q2 2023, an estimated $42.2M.
Lakewood Capital Management first reported a position in Taylor Morrison in Q3 2021 and held it in 7 quarters.
Lakewood Capital Management's Taylor Morrison position peaked at $47.7M in Q2 2022.
367 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2023.

Based on Lakewood Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.