First Eagle Investment Management
TMHC

First Eagle Investment Management’s Taylor Morrison TMHC Stock Holding History

First Eagle Investment Management’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14M Buy
240,154
+8,020
+3% +$501K 0.02% 136
2025
Q4 		$13.7M Buy
232,134
+800
+0.3% +$48.9K 0.02% 118
2025
Q3 		$15.3M Buy
231,334
+9,633
+4% +$634K 0.03% 104
2025
Q2 		$13.6M Sell
221,701
-6,300
-3% -$366K 0.03% 109
2025
Q1 		$13.7M Buy
228,001
+5,700
+3% +$355K 0.03% 102
2024
Q4 		$13.6M Buy
222,301
+26,800
+14% +$1.83M 0.03% 125
2024
Q3 		$13.7M Buy
195,501
+62,600
+47% +$4.01M 0.03% 132
2024
Q2 		$7.37M Buy
132,901
+24,500
+23% +$1.4M 0.02% 210
2024
Q1 		$6.74M Buy
+108,401
New +$5.97M 0.02% 233
2022
Q2 		– Sell
-66,921
Closed -$1.82M – 408
2022
Q1 		$1.82M Buy
66,921
+36,588
+121% +$1.11M ﹤0.01% 203
2021
Q4 		$1.06M Buy
30,333
+14,141
+87% +$441K ﹤0.01% 151
2021
Q3 		$417K Buy
16,192
+14,100
+674% +$373K ﹤0.01% 148
2021
Q2 		$55K Buy
+2,092
New +$62.1K ﹤0.01% 181

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Eagle Investment Management's TMHC Position: Q1 2026 in Review

First Eagle Investment Management increased its Taylor Morrison (TMHC) stake by 3.5% in Q1 2026, buying an estimated $501K and bringing the position to 240,154 shares worth $14M. The position accounts for 0.02% of the portfolio, ranked #136.

First Eagle Investment Management first reported a position in TMHC in Q2 2021 and has held it in 13 quarters since. The position peaked at $15.3M in Q3 2025. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • First Eagle Investment Management held 240,154 shares of Taylor Morrison worth $14M as of Q1 2026.
  • First Eagle Investment Management bought 8,020 Taylor Morrison shares in Q1 2026, an estimated $501K.
  • Taylor Morrison made up 0.02% of First Eagle Investment Management's portfolio in Q1 2026, its #136 holding.
  • First Eagle Investment Management first reported a position in Taylor Morrison in Q2 2021 and has held it in 13 quarters since.
  • First Eagle Investment Management's Taylor Morrison position peaked at $15.3M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on First Eagle Investment Management's 13F filing for Q1 2026, filed 12 May 2026.