LRI Investments, LLC TMHC — TAYLOR MORRISON HOME CORP COM

Ownership history in LRI Investments, LLC  ·  10 quarters on record

AI Ownership Summary

LRI Investments, LLC reported TAYLOR MORRISON HOME CORP COM (TMHC) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows TMHC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TMHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LRI Investments, LLC's position in TAYLOR MORRISON HOME CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TMHC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TMHC stock page LRI Investments, LLC fund profile LRI Investments, LLC full holdings
How LRI Investments, LLC held TMHC — position size vs. price
% of Fund (quarterly)    TMHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 293 +10 +3.5% 0.00% $21K 2026-07-14 $71.94
2026 Q1 ADDED — — — 283 +58 +25.8% 0.00% $16K 2026-04-30 $60.74
2025 Q4 UNCHANGED — — — 225 — 0% 0.00% $13K 2026-02-04 $65.36
2025 Q3 UNCHANGED — — — 225 — 0% 0.00% $15K 2025-11-03 $58.48
2025 Q2 UNCHANGED — — — 225 — 0% 0.00% $14K 2025-07-25 $60.75
2025 Q1 UNCHANGED — — — 225 — 0% 0.00% $14K 2025-05-01 $57.44
2024 Q4 UNCHANGED — — — 225 — 0% 0.00% $14K 2025-02-14 $64.18
2024 Q3 UNCHANGED — — — 225 — 0% 0.00% $16K 2024-11-15 $70.02
2024 Q2 UNCHANGED — — — 225 — 0% 0.00% $12K 2024-07-24 $65.58
2024 Q1 INITIATED — — — 225 — — 0.00% $13K 2024-05-14 $59.81

🏢 Other funds also holding TMHC

As of 2026 Q2 — sorted by position size

BURNEY CO/ 3Y 7Y 0.14% Versant Capital Management, Inc 3Y 7Y 0.09% Canvas Wealth Advisors, LLC 3Y 0.08% Y-Intercept (Hong Kong) Ltd 3Y 0.01% Handelsbanken Fonder AB 3Y 7Y 0.01% GAMMA Investing LLC 0.0% Sachetta, LLC 0.0% QRG CAPITAL MANAGEMENT, INC. 0.0% Torren Management, LLC 0.0% Ares Financial Consulting, LLC 0.0%

FAQ About LRI Investments, LLC and TMHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has LRI Investments, LLC reported owning TMHC?

LRI Investments, LLC reported TMHC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TMHC position in LRI Investments, LLC's portfolio?

The largest reported portfolio weight for TMHC was 0.00% in 2024 Q1.

What is the latest reported TMHC position on this page?

The most recent filing on this page is 2026 Q2, when LRI Investments, LLC reported 293 shares, equal to 0.00% of portfolio, with an estimated market value of $21K.

What does the chart on this TMHC ownership page compare?

The chart compares LRI Investments, LLC's quarterly TMHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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