SEC 13F Intelligence

Patient Capital Management, LLC / TMHC

Patient Capital Management, LLC’s Taylor Morrison Home Corp Position

Does Patient Capital Management, LLC own Taylor Morrison Home Corp (TMHC)? Not currently — the last reported position was 594.4K shares worth $29M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$29M
Q2 2023
Shares
594.4K
% of Portfolio
+1.61%
Quarters Held
7
position exited

Position History TMHC

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $5MQ1 ’22Q2 ’22: $5MQ2 ’22Q3 ’22: $4MQ3 ’22Q4 ’22: $6MQ4 ’22Q1 ’23: $7MQ1 ’23Q2 ’23: $29MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023594.4K$29M+1.61%
Q1 2023177.7K$7M+3.03%
Q4 2022188.6K$6M+2.78%
Q3 2022188.6K$4M+2.19%
Q2 2022193.3K$5M+2.00%
Q1 2022195.1K$5M+1.80%
Q4 2021203.6K$7M+2.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Patient Capital Management, LLC’s full portfolio or all institutional holders of TMHC.