Polymer Capital Management’s Taylor Morrison TMHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$309K	Sell	5,025 -2,197	-30%	-$135K	0.04%	364
2025 Q1	$434K	Buy	+7,222	New	+$434K	0.11%	225