Samantha McLemore - Patient Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $2,681,827,464
Holdings Activity Buys Sells    History
Holding/activity history for  Taylor Morrison Home Corp. (TMHC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 1.61 SEC
2023   Q2 594,402 1.61 Add 234.54% 1.13 $48.77 $28,988,982 SEC
2023   Q1 177,675 3.05 Reduce 5.79% 0.16 $38.26 $6,797,845 SEC
2022   Q4 188,600 2.82 $30.35 $5,724,010 SEC
2022   Q3 188,600 2.23 Reduce 2.43% 0.05 $23.32 $4,398,000 SEC
2022   Q2 193,300 2.21 Reduce 0.92% 0.02 $23.36 $4,515,000 SEC
2022   Q1 195,100 2.09 Reduce 4.17% 0.12 $27.22 $5,311,000 SEC
2021   Q4 203,600 2.88 $34.96 $7,118,000 SEC