YCM
TMHC

Yousif Capital Management’s Taylor Morrison TMHC Stock Holding History

Yousif 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
Q2 		$2.01M Sell
28,010
-2,925
-9% -$186K 0.02% 686
2026
Q1 		$1.8M Sell
30,935
-1,490
-5% -$93.1K 0.02% 718
2025
Q4 		$2.04M Sell
32,425
-939
-3% -$57.4K 0.02% 695
2025
Q3 		$2.2M Sell
33,364
-2,805
-8% -$185K 0.02% 669
2025
Q2 		$2.22M Sell
36,169
-1,593
-4% -$92.6K 0.02% 684
2025
Q1 		$2.27M Sell
37,762
-997
-3% -$62.1K 0.03% 651
2024
Q4 		$2.37M Sell
38,759
-1,412
-4% -$96.4K 0.03% 652
2024
Q3 		$2.82M Sell
40,171
-5,985
-13% -$383K 0.03% 572
2024
Q2 		$2.56M Sell
46,156
-4,879
-10% -$279K 0.03% 617
2024
Q1 		$3.17M Sell
51,035
-1,206
-2% -$66.4K 0.04% 554
2023
Q4 		$2.79M Sell
52,241
-1,187
-2% -$53.1K 0.03% 605
2023
Q3 		$2.28M Sell
53,428
-2,965
-5% -$139K 0.03% 663
2023
Q2 		$2.75M Sell
56,393
-2,064
-4% -$88.9K 0.03% 605
2023
Q1 		$2.24M Sell
58,457
-930
-2% -$32.7K 0.03% 692
2022
Q4 		$1.8M Sell
59,387
-2,450
-4% -$68.3K 0.02% 832
2022
Q3 		$1.44M Sell
61,837
-9,043
-13% -$235K 0.02% 952
2022
Q2 		$1.66M Buy
70,880
+1,850
+3% +$49K 0.02% 936
2022
Q1 		$1.88M Buy
69,030
+1,338
+2% +$40.7K 0.02% 977
2021
Q4 		$2.37M Buy
+67,692
New +$2.11M 0.02% 854

Other funds holding TMHC

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Yousif Capital Management's TMHC Position: Q2 2026 in Review

Yousif Capital Management reduced its Taylor Morrison (TMHC) stake by 9.5% in Q2 2026, selling an estimated $186K and leaving 28,010 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #686.

Yousif Capital Management first reported a position in TMHC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.17M in Q1 2024. 88 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

  • Yousif Capital Management held 28,010 shares of Taylor Morrison worth $2.01M as of Q2 2026.
  • Yousif Capital Management sold 2,925 Taylor Morrison shares in Q2 2026, an estimated $186K.
  • Taylor Morrison made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #686 holding.
  • Yousif Capital Management first reported a position in Taylor Morrison in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Taylor Morrison position peaked at $3.17M in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.