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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $308.63 M.
Top institutional holders include Cliff Asness and Donald Smith & Co.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $44.65 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 82.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Taylor Morrison Home Corporation (TMHC)
Major holders include Cliff Asness ($181.14 M), Donald Smith & Co ($97.42 M), First Eagle Investment ($13.99 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 5.63 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $44.65 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 $49.84 M.
Yes, 1 managers opened new positions in TMHC, and 4 increased their existing holdings. The total reported buy value was $5.18 M.
