Follow The Filings

TMHC Taylor Morrison Home Corporation

Consumer Discretionary, filed as TAYLOR MORRISON HOME CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 3

  • 4 Owners
  • Max 3.3%
  • $86M
  • 2 new 1 reduce 1 exit 1 small

In 2026 Q2 Third Avenue Management and George Soros opened positions in Taylor Morrison Home, First Eagle Investment Management trimmed, and Ron Baron sold out.

Who owns this now

Largest portfolio weights among holders, up to 3.3% (Muhlenkamp & Co.). Not free-float ownership.

  1. Muhlenkamp & Co. Add 3.3%
  2. Third Avenue Management New 0.99%
  3. George Soros New 0.64%
  4. First Eagle Investment Manage... Reduce 0.03%

Who owns TMHC

Sorted by value, long equity only, as of 2026 Q2.

History
George Soros, Soros Fund Management 0.64% New 0.64% 723,523 $52M History
First Eagle Investment Management 0.03% Reduce −5.2% 227,601 $16M History
Muhlenkamp & Co. 3.3%, was 2.4% Small add 0.0% 158,625 $11M History
Third Avenue Management 0.99% New 0.99% 85,941 $6.2M History
Ron Baron, Bamco Inc. (Baron Capital) exited 2026 Q2 Last 2026 Q1 0.10% Exit −0.10% 554,505 $32M History

4 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Congress

1 member of Congress traded TMHC in the last three years: 2 buys and 2 sales.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  2. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  3. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 17, 2025 filed Aug 13, 2025

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.