PCM
TMHC

Penn Capital Management’s Taylor Morrison TMHC Stock Holding History

Penn 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
2025
Q4 		– Sell
-199,438
Closed -$13.2M – 197
2025
Q3 		$13.2M Buy
+199,438
New +$13.1M 1.01% 57
2024
Q3 		– Sell
-223,646
Closed -$12.4M – 165
2024
Q2 		$12.4M Buy
223,646
+12,604
+6% +$720K 1.18% 38
2024
Q1 		$13.2M Sell
211,042
-36,221
-15% -$2M 1.17% 38
2023
Q4 		$13.2M Buy
+247,263
New +$11.1M 1.21% 33
2013
Q3 		– Sell
-87,956
Closed -$2.14M – 321
2013
Q2 		$2.14M Buy
+87,956
New +$2.22M 0.09% 244

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Penn Capital Management's TMHC Position: Q4 2025 in Review

Penn Capital Management sold out of Taylor Morrison (TMHC) in Q4 2025, closing a stake of 199,438 shares — an estimated $13.2M sold.

Penn Capital Management first reported a position in TMHC in Q2 2013 and held it in 5 quarters. The position peaked at $13.2M in Q4 2023. 457 funds tracked by Wall St. Rank hold TMHC as of Q4 2025.

  • Penn Capital Management reported no remaining Taylor Morrison position as of Q4 2025 after selling out during the quarter.
  • Penn Capital Management sold 199,438 Taylor Morrison shares in Q4 2025, an estimated $13.2M.
  • Penn Capital Management first reported a position in Taylor Morrison in Q2 2013 and held it in 5 quarters.
  • Penn Capital Management's Taylor Morrison position peaked at $13.2M in Q4 2023.
  • 457 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2025.

Based on Penn Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.