Jeremy Grantham's TMHC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 26,092 shares of Taylor Morrison Home Corporation (TMHC) worth $1.72 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in TMHC, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2022, adding 271,050 shares. Largest reduction occurred in Q2 2021, reducing 234,620 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham'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 Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +110,601 | Add 0.00% | 110,600 | $24.38 |
| Q3 2013 | +190,808 | Add 172.52% | 301,408 | $22.65 |
| Q4 2013 | -108,670 | Reduce 36.05% | 192,738 | $22.45 |
| Q1 2014 | -59,638 | Reduce 30.94% | 133,100 | $23.50 |
| Q2 2014 | -86,800 | Reduce 65.21% | 46,300 | $22.42 |
| Q3 2014 | -46,300 | Sold Out | 46,300 | $22.42 |
| Q1 2017 | +10,900 | New Buy | 10,900 | $21.28 |
| Q3 2017 | -10,900 | Sold Out | 10,900 | $24.04 |
| Q2 2020 | +197,270 | New Buy | 197,270 | $19.29 |
| Q3 2020 | +54,750 | Add 27.75% | 252,020 | $24.59 |
| Q4 2020 | -252,020 | Sold Out | 252,020 | $24.59 |
| Q2 2021 | +17,400 | New Buy | 17,400 | $26.44 |
| Q3 2021 | +176,860 | Add 1016.44% | 194,260 | $25.78 |
| Q4 2021 | -46,068 | Reduce 23.71% | 148,192 | $34.96 |
| Q1 2022 | +16,900 | Add 11.40% | 165,092 | $27.22 |
| Q2 2022 | +271,050 | Add 164.18% | 436,142 | $23.36 |
| Q3 2022 | -50,100 | Reduce 11.49% | 386,042 | $23.32 |
| Q4 2022 | -71,754 | Reduce 18.59% | 314,288 | $30.35 |
| Q1 2023 | -83,000 | Reduce 26.41% | 231,288 | $38.26 |
| Q2 2023 | -69,805 | Reduce 30.18% | 161,483 | $48.77 |
| Q3 2023 | -69,064 | Reduce 42.77% | 92,419 | $42.61 |
| Q4 2023 | -45,966 | Reduce 49.74% | 46,453 | $53.35 |
| Q1 2024 | -14,812 | Reduce 31.89% | 31,641 | $62.17 |
| Q2 2024 | -14,045 | Reduce 44.39% | 17,596 | $55.44 |
| Q3 2024 | +3,367 | Add 19.14% | 20,963 | $70.26 |
| Q4 2024 | +3,169 | Add 15.12% | 24,132 | $61.21 |
| Q1 2025 | -4,165 | Reduce 17.26% | 19,967 | $60.04 |
| Q2 2025 | +16,087 | Add 80.57% | 36,054 | $61.42 |
| Q3 2025 | -9,962 | Reduce 27.63% | 26,092 | $66.01 |
Jeremy Grantham's Taylor Morrison Home Corporation Investment FAQs
Jeremy Grantham first purchased Taylor Morrison Home Corporation (TMHC) in Q2 2013, acquiring 110,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Taylor Morrison Home Corporation (TMHC) for 50 quarters since Q2 2013.
Jeremy Grantham's largest addition to Taylor Morrison Home Corporation (TMHC) was in Q2 2022, adding 436,142 shares worth $10.19 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 26,092 shares of Taylor Morrison Home Corporation (TMHC), valued at approximately $1.72 M.
As of the Q3 2025 filing, Taylor Morrison Home Corporation (TMHC) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Taylor Morrison Home Corporation (TMHC) was 436,142 shares, as reported at the end of Q2 2022.