Patient Capital Management’s Taylor Morrison TMHC Stock Holding History

Patient 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 Q3	–	Sell	-594,402	Closed	-$29M	–	46
2023 Q2	$29M	Buy	594,402 +416,727	+235%	+$17.9M	1.61%	30
2023 Q1	$6.8M	Sell	177,675 -10,925	-6%	-$384K	3.03%	13
2022 Q4	$5.72M	Hold	188,600	–	–	2.78%	17
2022 Q3	$4.4M	Sell	188,600 -4,700	-2%	-$122K	2.19%	23
2022 Q2	$4.51M	Sell	193,300 -1,800	-0.9%	-$47.7K	2%	24
2022 Q1	$5.31M	Sell	195,100 -8,500	-4%	-$259K	1.8%	28
2021 Q4	$7.12M	Buy	+203,600	New	+$6.35M	2.05%	20

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Patient Capital Management's TMHC Position: Q3 2023 in Review

Patient Capital Management sold out of Taylor Morrison (TMHC) in Q3 2023, closing a stake of 594,402 shares — an estimated $29M sold.

Patient Capital Management first reported a position in TMHC in Q4 2021 and held it in 7 quarters. The position peaked at $29M in Q2 2023. 340 funds tracked by Wall St. Rank hold TMHC as of Q3 2023.

Patient Capital Management reported no remaining Taylor Morrison position as of Q3 2023 after selling out during the quarter.
Patient Capital Management sold 594,402 Taylor Morrison shares in Q3 2023, an estimated $29M.
Patient Capital Management first reported a position in Taylor Morrison in Q4 2021 and held it in 7 quarters.
Patient Capital Management's Taylor Morrison position peaked at $29M in Q2 2023.
340 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2023.

Based on Patient Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.