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QCM
Qsemble Capital Management’s
Taylor Morrison
TMHC
Stock Holding History
Qsemble 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
Q1
$1.53M
Sell
26,268
-7,136
-21%
-$446K
0.12%
225
2025
Q4
$1.97M
Buy
33,404
+8,265
+33%
+$505K
0.16%
195
2025
Q3
$1.66M
Buy
25,139
+1,845
+8%
+$121K
0.16%
186
2025
Q2
$1.43M
Sell
23,294
-9,526
-29%
-$553K
0.14%
196
2025
Q1
$1.97M
Buy
+32,820
New
+$2.04M
0.21%
162
2024
Q4
–
Sell
-5,059
Closed
-$355K
–
532
2024
Q3
$355K
Sell
5,059
-4,893
-49%
-$313K
0.07%
289
2024
Q2
$552K
Buy
+9,952
New
+$569K
0.1%
271
2024
Q1
–
Sell
-4,608
Closed
-$246K
–
531
2023
Q4
$246K
Buy
+4,608
New
+$206K
0.06%
312
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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