Steamboat Capital Partners’s Taylor Morrison TMHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.87M	Sell	100,821 -48,522	-32%	-$3.03M	1.46%	34
2025 Q4	$8.79M	Buy	149,343 +1,245	+0.8%	+$76.1K	2.41%	17
2025 Q3	$9.78M	Sell	148,098 -48,390	-25%	-$3.18M	2.54%	14
2025 Q2	$12.1M	Sell	196,488 -3,512	-2%	-$204K	3.44%	8
2025 Q1	$12M	Buy	200,000 +32,512	+19%	+$2.02M	3.63%	10
2024 Q4	$10.3M	Buy	167,488 +16,630	+11%	+$1.13M	3.17%	11
2024 Q3	$10.6M	Sell	150,858 -3,218	-2%	-$206K	3.34%	10
2024 Q2	$8.54M	Buy	154,076 +4,866	+3%	+$278K	3.13%	12
2024 Q1	$9.28M	Buy	149,210 +105,265	+240%	+$5.8M	3.2%	12
2023 Q4	$2.34M	Sell	43,945 -7,228	-14%	-$323K	0.88%	32
2023 Q3	$2.18M	Buy	51,173 +949	+2%	+$44.6K	0.81%	31
2023 Q2	$2.45M	Buy	+50,224	New	+$2.16M	0.84%	31