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 Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $372.79 M.
Top institutional holders include Cliff Asness and Donald Smith & Co.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $79.59 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Jeremy Grantham reduced exposure by 84.8%.
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 ($218.27 M), Donald Smith & Co ($97.3 M), Paul Tudor Jones ($19.18 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 6.4 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $79.59 M, with 5 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited TMHC. The total reported sell value was $10.75 M.
Yes, 1 managers opened new positions in TMHC, and 4 increased their existing holdings. The total reported buy value was $90.34 M.
