Picton Mahoney Asset Management’s Tri Pointe Homes TPH Stock Holding History

Picton Mahoney Asset Management’s Portfolio TPH Stock Details TPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-125,026	Closed	-$5.84M	–	1644
2026 Q1	$5.84M	Buy	125,026 +125,000	+480,769%	+$5.09M	0.04%	332
2025 Q4	$818	Hold	26	–	–	﹤0.01%	1162
2025 Q3	$1K	Sell	26 -12,261	-100%	-$417K	﹤0.01%	1031
2025 Q2	$392K	Buy	12,287 +12,261	+47,158%	+$376K	﹤0.01%	540
2025 Q1	$1K	Hold	26	–	–	﹤0.01%	896
2024 Q4	$1K	Hold	26	–	–	﹤0.01%	816
2024 Q3	$1K	Buy	+26	New	+$1.11K	﹤0.01%	803
2023 Q3	–	Sell	-360	Closed	-$12K	–	474
2023 Q2	$12K	Buy	+360	New	+$10.5K	﹤0.01%	352

Other funds holding TPH

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Picton Mahoney Asset Management's TPH Position: Q2 2026 in Review

Picton Mahoney Asset Management sold out of Tri Pointe Homes (TPH) in Q2 2026, closing a stake of 125,026 shares — an estimated $5.84M sold.

Picton Mahoney Asset Management first reported a position in TPH in Q2 2023 and held it in 8 quarters. The position peaked at $5.84M in Q1 2026. 2 funds tracked by Wall St. Rank hold TPH as of Q2 2026.

Picton Mahoney Asset Management reported no remaining Tri Pointe Homes position as of Q2 2026 after selling out during the quarter.
Picton Mahoney Asset Management sold 125,026 Tri Pointe Homes shares in Q2 2026, an estimated $5.84M.
Picton Mahoney Asset Management first reported a position in Tri Pointe Homes in Q2 2023 and held it in 8 quarters.
Picton Mahoney Asset Management's Tri Pointe Homes position peaked at $5.84M in Q1 2026.
2 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.