Guru Ownership Trend
Guru Analysis for Taylor Morrison Home Corporation (TMHC)
Taylor Morrison Home Corporation (TMHC), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $339.18 M.
Top institutional holders include Cliff Asness and Donald Smith & Co.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $7.18 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 181.6%. Conversely, Ray Dalio reduced exposure by 32.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Taylor Morrison Home Corporation (TMHC)
Major holders include Cliff Asness ($146.12 M), Donald Smith & Co ($97.3 M), Paul Tudor Jones ($21.51 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 4.93 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $7.18 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited TMHC. The total reported sell value was $9.45 M.
Yes, 1 managers opened new positions in TMHC, and 3 increased their existing holdings. The total reported buy value was $2.27 M.
