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 $307.85 M.
Top institutional holders include Cliff Asness and Donald Smith & Co.
Institutional sentiment is currently Bullish. This is evidenced by a $10.4 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 181.6%. Conversely, Ken Fisher reduced exposure by 95.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.09% | Add 73.8% | 2,213,556 | $146.12 M | Q3 2025 | |
| 2.21% | Reduce -6.2% | 1,681,859 | $111.02 M | Q3 2025 | |
| 0.04% | Add 181.6% | 325,829 | $21.51 M | Q3 2025 | |
| 0.03% | Add 4.4% | 231,334 | $15.27 M | Q3 2025 | |
| 0.12% | Reduce -3.4% | 185,965 | $12.28 M | Q3 2025 | |
| 0.04% | Reduce -53.7% | 164,891 | $10.88 M | Q3 2025 | |
| 2.82% | Add 0.2% | 157,398 | $10.39 M | Q3 2025 | |
| 0.01% | New Buy | 26,320 | $1.74 M | Q3 2025 | |
| 0.00% | Reduce -27.6% | 26,092 | $1.72 M | Q3 2025 | |
| 0.00% | Reduce -95.2% | 21,832 | $1.44 M | Q3 2025 | |
| 0.01% | New Buy | 9,990 | $659,440 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Taylor Morrison Home Corporation (TMHC)
Top Guru holders include Cliff Asness ($146.12 M), Donald Smith & Co ($111.02 M), Paul Tudor Jones ($21.51 M). Collectively, tracked Gurus hold 5.05 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $10.4 M, with 6 Gurus buying and 8 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 3 Gurus sold out of TMHC completely. Total sell value was $68.58 M.
Yes, 2 Gurus opened new positions in TMHC, and 4 added to their existing holdings. Total buy value was $78.98 M.