TMHC
Taylor Morrison Home Corp
3 of the 83 super-investors we track hold TMHC, worth a combined $66M per their latest 13F filings. The largest position: Third Avenue Management at 1.0% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 24 of 100 (how strongly the cohort backs it) — ranked #582 of 742 stocks.
Why super-investors own TMHC
TMHC is held by 3 super-investors in our cohort, with a combined position value of $66M. The highest-conviction owner is Third Avenue Management at 1.0% of their portfolio. Cohort ownership has grown from 2 to 3 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How 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 | $43M | 603,551 |
| 2 | First Eagle Investment Management | <0.1% | 14q | $16M | 227,601 |
| 3 | Third Avenue Management | 1.0% | — 1q | $6M | 85,941 |
Owners of TMHC also hold
Congress is trading TMHC
Congress tracker →- Lisa McClainsold$1,001 - $15,000 · 2025-10-31
- Lisa McClainbought$1,001 - $15,000 · 2025-10-30
- Lisa McClainsold$1,001 - $15,000 · 2025-10-30
- Lisa McClainbought$1,001 - $15,000 · 2025-06-17 · late
- Donna Shalalasold$1,001 - $15,000 · 2019-04-03 · late
- Donna Shalalabought$1,001 - $15,000 · 2019-01-09 · late
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | NEW | 1.0% | +100% | $6M | Aug 12, 2026 |
| Greenhaven Associates | EXIT | 0.3% | -100% | $0 | Jul 28, 2026 |
Long US equity 13F-HR filings only. CUSIP 87724P106. Not investment advice.