TMHC fund manager activity
Taylor Morrison Home Corporation · NYSE. Reported by 13 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 400,419 | $23,572,667 | 0.06% | Feb 17, 2026 |
| First Eagle Investment Management | Added | 232,134 | $13,665,729 | 0.02% | Feb 4, 2026 |
| Ken Fisher - Fisher Asset Management | Sold out | — | — | 0.00% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Trimmed | 3,966 | $233,478 | 0.00% | Feb 17, 2026 |
| Greenhaven Associates | New | 47,500 | $2,796,325 | 0.05% | Jan 7, 2026 |
| Muhlenkamp | Added | 158,548 | $9,333,721 | 2.51% | Feb 4, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Added | 923,655 | $60,970,467 | 0.16% | Nov 14, 2025 |
| First Eagle Investment Management | Added | 231,334 | $15,270,357 | 0.03% | Nov 12, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 21,832 | $1,441,147 | 0.00% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Trimmed | 26,092 | $1,722,333 | 0.00% | Nov 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Muhlenkamp | Added | 157,398 | $10,389,840 | 2.82% | Nov 7, 2025 |
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