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)
← All TMHC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 1.61 $42.21–52.09 · VW $46.81i SEC
2023   Q2 594,402 1.61 Add 234.54% 1.13 $36.15–48.95 · VW $43.77i $28,988,982 SEC
2023   Q1 177,675 3.05 Reduce 5.79% 0.16 $30.50–38.29 · VW $35.69i $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 $22.64–29.44 · VW $25.61i $4,398,000 SEC
2022   Q2 193,300 2.21 Reduce 0.92% 0.02 $20.05–29.75 · VW $26.14i $4,515,000 SEC
2022   Q1 195,100 2.09 Reduce 4.17% 0.12 $26.14–35.17 · VW $29.74i $5,311,000 SEC
2021   Q4 203,600 2.88 $34.96 $7,118,000 SEC
Price snapshot:
Current price$71.87
52-week low$54.15
52-week high$72.50