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Greenhaven Associates’s Taylor Morrison TMHC Stock Holding History

Greenhaven Associates’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 		$15.8M Buy
270,608
+223,108
+470% +$13.9M 0.26% 18
2025
Q4 		$2.8M Buy
+47,500
New +$2.9M 0.05% 22
2020
Q3 		– Sell
-39,183
Closed -$756K – 33
2020
Q2 		$756K Sell
39,183
-4,800
-11% -$75.6K 0.02% 30
2020
Q1 		$484K Sell
43,983
-409,572
-90% -$8.81M 0.02% 24
2019
Q4 		$9.91M Sell
453,555
-415,000
-48% -$9.97M 0.22% 14
2019
Q3 		$22.5M Sell
868,555
-1,862,201
-68% -$42.9M 0.46% 16
2019
Q2 		$57.2M Sell
2,730,756
-22,539
-0.8% -$448K 1% 15
2019
Q1 		$48.9M Sell
2,753,295
-44,943
-2% -$802K 0.87% 15
2018
Q4 		$44.5M Sell
2,798,238
-47,900
-2% -$782K 0.86% 15
2018
Q3 		$51.3M Buy
2,846,138
+5,700
+0.2% +$113K 0.8% 17
2018
Q2 		$59M Sell
2,840,438
-61,200
-2% -$1.36M 0.88% 16
2018
Q1 		$67.5M Buy
2,901,638
+206,150
+8% +$5.14M 1.06% 15
2017
Q4 		$66M Buy
2,695,488
+169,244
+7% +$3.96M 1% 16
2017
Q3 		$55.7M Buy
2,526,244
+1,229,844
+95% +$27.2M 0.84% 18
2017
Q2 		$31.1M Buy
1,296,400
+1,168,700
+915% +$26.9M 0.47% 18
2017
Q1 		$2.72M Buy
+127,700
New +$2.57M 0.04% 20

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

Greenhaven Associates's TMHC Position: Q1 2026 in Review

Greenhaven Associates increased its Taylor Morrison (TMHC) stake by 470% in Q1 2026, buying an estimated $13.9M and bringing the position to 270,608 shares worth $15.8M. The position accounts for 0.26% of the portfolio, ranked #18.

Greenhaven Associates first reported a position in TMHC in Q1 2017 and has held it in 16 quarters since. The position peaked at $67.5M in Q1 2018. 448 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • Greenhaven Associates held 270,608 shares of Taylor Morrison worth $15.8M as of Q1 2026.
  • Greenhaven Associates bought 223,108 Taylor Morrison shares in Q1 2026, an estimated $13.9M.
  • Taylor Morrison made up 0.26% of Greenhaven Associates's portfolio in Q1 2026, its #18 holding.
  • Greenhaven Associates first reported a position in Taylor Morrison in Q1 2017 and has held it in 16 quarters since.
  • Greenhaven Associates's Taylor Morrison position peaked at $67.5M in Q1 2018.
  • 448 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Greenhaven Associates's 13F filing for Q1 2026, filed 6 Apr 2026.