Donald Smith & Co's TMHC Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 1.68 M shares of Taylor Morrison Home Corporation (TMHC) worth $111.02 M, representing 2.21% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in TMHC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2017, adding 3.16 M shares. Largest reduction occurred in Q1 2023, reducing 1.23 M shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Taylor Morrison Home Corporation (TMHC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Taylor Morrison Home Corporation (TMHC) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +3.34 M | New Buy | 3.34 M | $21.32 |
| Q2 2017 | -601 | Reduce 0.02% | 3.34 M | $24.01 |
| Q3 2017 | -565 | Reduce 0.02% | 3.34 M | $22.05 |
| Q4 2017 | +3.16 M | Add 94.70% | 6.5 M | $24.47 |
| Q1 2018 | +2.55 M | Add 39.16% | 9.05 M | $23.28 |
| Q2 2018 | -510,265 | Reduce 5.64% | 8.54 M | $20.78 |
| Q3 2018 | -15,049 | Reduce 0.18% | 8.52 M | $18.04 |
| Q4 2018 | +69,663 | Add 0.82% | 8.59 M | $15.90 |
| Q1 2019 | -479,536 | Reduce 5.58% | 8.11 M | $17.75 |
| Q2 2019 | -647,343 | Reduce 7.98% | 7.47 M | $20.96 |
| Q3 2019 | -146,008 | Reduce 1.96% | 7.32 M | $25.94 |
| Q4 2019 | -119,967 | Reduce 1.64% | 7.2 M | $21.86 |
| Q1 2020 | -46,576 | Reduce 0.65% | 7.15 M | $11.00 |
| Q2 2020 | -439,175 | Reduce 6.14% | 6.72 M | $19.29 |
| Q3 2020 | -1.01 M | Reduce 15.07% | 5.7 M | $24.59 |
| Q4 2020 | -261,902 | Reduce 4.59% | 5.44 M | $25.65 |
| Q1 2021 | -118,065 | Reduce 2.17% | 5.32 M | $30.81 |
| Q2 2021 | +53,492 | Add 1.00% | 5.38 M | $26.42 |
| Q3 2021 | +6,494 | Add 0.12% | 5.38 M | $25.78 |
| Q4 2021 | -5,548 | Reduce 0.10% | 5.38 M | $34.96 |
| Q1 2022 | -21,147 | Reduce 0.39% | 5.36 M | $27.22 |
| Q2 2022 | +18,684 | Add 0.35% | 5.38 M | $23.36 |
| Q3 2022 | -17,831 | Reduce 0.33% | 5.36 M | $23.32 |
| Q4 2022 | -264,316 | Reduce 4.93% | 5.09 M | $30.35 |
| Q1 2023 | -1.23 M | Reduce 24.12% | 3.86 M | $38.26 |
| Q2 2023 | -1 M | Reduce 25.96% | 2.86 M | $48.77 |
| Q3 2023 | -174,180 | Reduce 6.09% | 2.69 M | $42.61 |
| Q4 2023 | -10,671 | Reduce 0.40% | 2.68 M | $53.35 |
| Q1 2024 | -252,969 | Reduce 9.45% | 2.42 M | $62.17 |
| Q2 2024 | -275,722 | Reduce 11.38% | 2.15 M | $55.44 |
| Q3 2024 | -206,820 | Reduce 9.63% | 1.94 M | $70.26 |
| Q4 2024 | -135,611 | Reduce 6.99% | 1.81 M | $61.21 |
| Q1 2025 | -3,623 | Reduce 0.20% | 1.8 M | $60.04 |
| Q2 2025 | -8,974 | Reduce 0.50% | 1.79 M | $61.42 |
| Q3 2025 | -110,812 | Reduce 6.18% | 1.68 M | $66.01 |
Donald Smith & Co's Taylor Morrison Home Corporation Investment FAQs
Donald Smith & Co first purchased Taylor Morrison Home Corporation (TMHC) in Q1 2017, acquiring 3,341,097 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Taylor Morrison Home Corporation (TMHC) for 35 quarters since Q1 2017.
Donald Smith & Co's largest addition to Taylor Morrison Home Corporation (TMHC) was in Q1 2017, adding 3,341,097 shares worth $71.23 M.
According to the latest 13F filing for Q3 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 1,681,859 shares of Taylor Morrison Home Corporation (TMHC), valued at approximately $111.02 M.
As of the Q3 2025 filing, Taylor Morrison Home Corporation (TMHC) represents approximately 2.21% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in Taylor Morrison Home Corporation (TMHC) was 9,049,349 shares, as reported at the end of Q1 2018.