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TMHC

Taylor Morrison Home Corporation · XNYS

Season
Q2 2026 · as of Jun 30
Holders
5 of 97 filed · prev 5
Median weight
0.86%
Sector
Industrials
Type
equity · US

Moves5 this quarter

Streakslongest holders · 53 quarters on record

  1. Muhlenkamp Jeff Muhlenkamp, portfolio manager 3.3%13 quarters
  2. First Eagle Kimball Brooker, portfolio manager 0.0%10 quarters
  3. PRIMECAP Joel Fried, portfolio manager 0.0%4 quarters
  4. Third Ave Matthew Fine, portfolio manager 1.0%new
  5. Soros Dawn Fitzpatrick, CIO 0.9%new

The record for TMHC begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding5 Q2 2026

Largest weight3.3% Q2 2026

Holders5 of 97 filed · 2 exited

MuhlenkampJeff Muhlenkamp, portfolio manager3.30%158,625$11Madded0%+0.87 pp13 q
Third AveMatthew Fine, portfolio manager0.99%85,941$6Mnew+0.99 ppnew
SorosDawn Fitzpatrick, CIO0.86%723,523$52Mnew+0.86 ppnew
First EagleKimball Brooker, portfolio manager0.03%455,202$33Madded+90%—10 q
PRIMECAPJoel Fried, portfolio manager0.00%84,214$6Madded+47%—4 q
GreenhavenEdgar Wachenheim, founder———exited−0.26 pp—
BaronRon Baron, CEO———exited−0.10 pp—