Jeremy Grantham's TMHC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3,966 shares of Taylor Morrison Home Corporation (TMHC) worth $233,478, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in TMHC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 271,050 shares. Largest reduction occurred in Q4 2020, reducing 252,020 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 |
|---|---|---|---|---|
| Q4 2025 | -22,126 | Reduce 84.80% | 3,966 | $58.87 |
| Q3 2025 | -9,962 | Reduce 27.63% | 26,092 | $66.01 |
| Q2 2025 | +16,087 | Add 80.57% | 36,054 | $61.42 |
| Q1 2025 | -4,165 | Reduce 17.26% | 19,967 | $60.04 |
| Q4 2024 | +3,169 | Add 15.12% | 24,132 | $61.21 |
| Q3 2024 | +3,367 | Add 19.14% | 20,963 | $70.26 |
| Q2 2024 | -14,045 | Reduce 44.39% | 17,596 | $55.44 |
| Q1 2024 | -14,812 | Reduce 31.89% | 31,641 | $62.17 |
| Q4 2023 | -45,966 | Reduce 49.74% | 46,453 | $53.35 |
| Q3 2023 | -69,064 | Reduce 42.77% | 92,419 | $42.61 |
| Q2 2023 | -69,805 | Reduce 30.18% | 161,483 | $48.77 |
| Q1 2023 | -83,000 | Reduce 26.41% | 231,288 | $38.26 |
| Q4 2022 | -71,754 | Reduce 18.59% | 314,288 | $30.35 |
| Q3 2022 | -50,100 | Reduce 11.49% | 386,042 | $23.32 |
| Q2 2022 | +271,050 | Add 164.18% | 436,142 | $23.36 |
| Q1 2022 | +16,900 | Add 11.40% | 165,092 | $27.22 |
| Q4 2021 | -46,068 | Reduce 23.71% | 148,192 | $34.96 |
| Q3 2021 | +176,860 | Add 1016.44% | 194,260 | $25.78 |
| Q2 2021 | +17,400 | New Buy | 17,400 | $26.44 |
| Q4 2020 | -252,020 | Sold Out | 0 | $0.00 |
| Q3 2020 | +54,750 | Add 27.75% | 252,020 | $24.59 |
| Q2 2020 | +197,270 | New Buy | 197,270 | $19.29 |
| Q3 2017 | -10,900 | Sold Out | 0 | $0.00 |
| Q1 2017 | +10,900 | New Buy | 10,900 | $21.28 |
| Q3 2014 | -46,300 | Sold Out | 0 | $0.00 |
| Q2 2014 | -86,800 | Reduce 65.21% | 46,300 | $22.42 |
| Q1 2014 | -59,638 | Reduce 30.94% | 133,100 | $23.50 |
| Q4 2013 | -108,670 | Reduce 36.05% | 192,738 | $22.45 |
| Q3 2013 | +190,808 | Add 172.52% | 301,408 | $22.65 |
| Q2 2013 | +110,600 | Add 0.00% | 110,600 | $24.38 |
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 31 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 Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,966 shares of Taylor Morrison Home Corporation (TMHC), valued at approximately $233,478.
As of the Q4 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.