Marathon Capital Management’s Taylor Morrison TMHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$408K	Hold	7,000	–	–	0.09%	120
2025 Q4	$412K	Hold	7,000	–	–	0.09%	118
2025 Q3	$462K	Hold	7,000	–	–	0.11%	103
2025 Q2	$430K	Hold	7,000	–	–	0.11%	103
2025 Q1	$420K	Hold	7,000	–	–	0.11%	100
2024 Q4	$428K	Hold	7,000	–	–	0.11%	100
2024 Q3	$492K	Hold	7,000	–	–	0.12%	96
2024 Q2	$388K	Hold	7,000	–	–	0.1%	100
2024 Q1	$435K	Hold	7,000	–	–	0.1%	100
2023 Q4	$373K	Hold	7,000	–	–	0.09%	108
2023 Q3	$298K	Hold	7,000	–	–	0.08%	116
2023 Q2	$341K	Hold	7,000	–	–	0.08%	113
2023 Q1	$268K	Buy	+7,000	New	+$246K	0.07%	131
2022 Q1	–	Sell	-14,611	Closed	-$511K	–	161
2021 Q4	$511K	Hold	14,611	–	–	0.12%	108
2021 Q3	$377K	Buy	14,611 +4,611	+46%	+$122K	0.09%	127
2021 Q2	$264K	Hold	10,000	–	–	0.06%	159
2021 Q1	$308K	Sell	10,000 -2,500	-20%	-$70.2K	0.08%	122
2020 Q4	$320K	Hold	12,500	–	–	0.09%	109
2020 Q3	$307K	Sell	12,500 -4,537	-27%	-$107K	0.11%	99
2020 Q2	$257K	Buy	+17,037	New	+$268K	0.1%	106