ValuationViz

TMHC fund manager activity

Taylor Morrison Home Corporation · NYSE. Reported by 13 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalSold out——0.00%Aug 14, 2026
First Eagle Investment ManagementTrimmed227,601$16,328,0960.03%Aug 24, 2026
Greenhaven AssociatesSold out——0.00%Jul 28, 2026
MuhlenkampAdded158,625$11,379,7583.30%Aug 18, 2026
Third Avenue ManagementNew85,941$6,165,4070.99%Aug 12, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalAdded554,505$32,294,3710.10%May 15, 2026
First Eagle Investment ManagementAdded240,154$13,986,5690.02%May 14, 2026
Jeremy Grantham - GMOSold out——0.00%May 14, 2026
Greenhaven AssociatesAdded270,608$15,760,2100.26%Apr 6, 2026
MuhlenkampAdded158,606$9,237,2132.43%May 6, 2026

Older quarters