TMHC
Taylor Morrison Home Corp
3 super-investors hold TMHC worth a combined $133M. The largest position: Greenhaven Associates at 0.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 32 — ranked #315 of 724 scored stocks.
Why super-investors own TMHC
Joel Greenblatt holds the largest dollar position at $103M, though it represents just 0.1% of his portfolio, making TMHC a minor allocation even for the cohort's biggest holder. Greenhaven Associates carries the highest conviction at 0.3% of its portfolio and was the only member to add shares in 2026Q1. First Eagle Investment Management holds a negligible $14M stake. Cohort interest is thin and recent — the stock registered zero owners across the six quarters preceding its first appearance, and ownership has held flat at one or two managers since. With no new entrants this quarter and no trims or exits, the picture is one of quiet stability rather than building conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 36q | $103M | 1,775,187 |
| 2 | Greenhaven Associates | 0.3% | 16q | $16M | 270,608 |
| 3 | First Eagle Investment Management | <0.1% | 13q | $14M | 240,154 |
Owners of TMHC also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Greenhaven Associates | ADD | 0.3% | +470% | $16M | Apr 6, 2026 |
Long US equity 13F-HR filings only. CUSIP 87724P106. Not investment advice.