Marathon Capital Management’s Taylor Morrison TMHC Stock Holding History

Marathon 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
2026 Q2	$502K	Hold	7,000	–	–	0.1%	113
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

Other funds holding TMHC

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CCM

Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Marathon Capital Management's TMHC Position: Q2 2026 in Review

Marathon Capital Management held its Taylor Morrison (TMHC) position steady in Q2 2026 at 7,000 shares worth $502K. The position accounts for 0.1% of the portfolio, ranked #113.

Marathon Capital Management first reported a position in TMHC in Q2 2020 and has held it in 21 quarters since. The position peaked at $511K in Q4 2021. 89 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

Marathon Capital Management held 7,000 shares of Taylor Morrison worth $502K as of Q2 2026.
Marathon Capital Management left its Taylor Morrison share count unchanged in Q2 2026.
Taylor Morrison made up 0.1% of Marathon Capital Management's portfolio in Q2 2026, its #113 holding.
Marathon Capital Management first reported a position in Taylor Morrison in Q2 2020 and has held it in 21 quarters since.
Marathon Capital Management's Taylor Morrison position peaked at $511K in Q4 2021.
89 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.