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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $204.72 M.
Top institutional holders include Donald Smith & Co and George Soros.
Institutional sentiment is currently Bearish. This is evidenced by a $199.18 M net outflow during the quarter.
Recent activity highlights Mario Gabelli who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 92.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Taylor Morrison Home Corporation (TMHC)
Major holders include Donald Smith & Co ($61.88 M), George Soros ($51.91 M), Mario Gabelli ($21.14 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.83 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $199.18 M, with 5 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited TMHC. The total reported sell value was $281.88 M.
Yes, 3 managers opened new positions in TMHC, and 2 increased their existing holdings. The total reported buy value was $82.7 M.
