Jeff Yass’s Taylor Morrison TMHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.16M | Buy |
44,000
+27,400
| +165% | +$1.74M | ﹤0.01% | 5522 |
|
|
2026
Q1 | $967K | Buy |
+16,600
| New | +$1.04M | ﹤0.01% | 7971 |
|
|
2025
Q4 | – | Sell |
-8,000
| Closed | -$528K | – | 13629 |
|
|
2025
Q3 | $528K | Sell |
8,000
-52,500
| -87% | -$3.46M | ﹤0.01% | 8809 |
|
|
2025
Q2 | $3.72M | Buy |
60,500
+49,800
| +465% | +$2.89M | ﹤0.01% | 4539 |
|
|
2025
Q1 | $642K | Buy |
+10,700
| New | +$666K | ﹤0.01% | 8354 |
|
|
2023
Q4 | – | Sell |
-5,300
| Closed | -$226K | – | 13305 |
|
|
2023
Q3 | $226K | Sell |
5,300
-6,200
| -54% | -$292K | ﹤0.01% | 9966 |
|
|
2023
Q2 | $561K | Buy |
+11,500
| New | +$495K | ﹤0.01% | 8052 |
|
|
2023
Q1 | – | Sell |
-35,000
| Closed | -$1.06M | – | 13505 |
|
|
2022
Q4 | $1.06M | Sell |
35,000
-28,500
| -45% | -$794K | ﹤0.01% | 6058 |
|
|
2022
Q3 | $1.48M | Sell |
63,500
-61,000
| -49% | -$1.58M | ﹤0.01% | 5631 |
|
|
2022
Q2 | $2.91M | Buy |
124,500
+111,100
| +829% | +$2.94M | ﹤0.01% | 4133 |
|
|
2022
Q1 | $365K | Buy |
13,400
+5,700
| +74% | +$173K | ﹤0.01% | 9769 |
|
|
2021
Q4 | $269K | Sell |
7,700
-45,800
| -86% | -$1.43M | ﹤0.01% | 10747 |
|
|
2021
Q3 | $1.38M | Sell |
53,500
-36,700
| -41% | -$972K | ﹤0.01% | 6703 |
|
|
2021
Q2 | $2.38M | Buy |
90,200
+18,700
| +26% | +$555K | ﹤0.01% | 5520 |
|
|
2021
Q1 | $2.2M | Buy |
71,500
+7,400
| +12% | +$208K | ﹤0.01% | 5688 |
|
|
2020
Q4 | $1.64M | Buy |
64,100
+19,100
| +42% | +$487K | ﹤0.01% | 5528 |
|
|
2020
Q3 | $1.11M | Buy |
+45,000
| New | +$1.06M | ﹤0.01% | 5859 |
|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$180K | – | 9954 |
|
|
2018
Q3 | $180K | Sell |
10,000
-12,100
| -55% | -$240K | ﹤0.01% | 8300 |
|
|
2018
Q2 | $459K | Buy |
+22,100
| New | +$492K | ﹤0.01% | 6961 |
|
|
2017
Q4 | – | Sell |
-9,100
| Closed | -$201K | – | 9900 |
|
|
2017
Q3 | $201K | Buy |
+9,100
| New | +$201K | ﹤0.01% | 8011 |
|
|
2017
Q2 | – | Sell |
-15,300
| Closed | -$326K | – | 9843 |
|
|
2017
Q1 | $326K | Buy |
+15,300
| New | +$308K | ﹤0.01% | 7206 |
|
|
2014
Q3 | – | Sell |
-36,300
| Closed | -$814K | – | 9951 |
|
|
2014
Q2 | $814K | Buy |
36,300
+7,700
| +27% | +$167K | ﹤0.01% | 6477 |
|
|
2014
Q1 | $672K | Buy |
28,600
+7,100
| +33% | +$160K | ﹤0.01% | 6225 |
|
|
2013
Q4 | $483K | Buy |
21,500
+800
| +4% | +$17.2K | ﹤0.01% | 6758 |
|
|
2013
Q3 | $469K | Buy |
20,700
+1,300
| +7% | +$29.3K | ﹤0.01% | 6522 |
|
|
2013
Q2 | $473K | Buy |
+19,400
| New | +$489K | ﹤0.01% | 6122 |
|
Other funds holding TMHC
FTCM
Jeff Yass's TMHC Position: Q2 2026 in Review
Jeff Yass increased its Taylor Morrison (TMHC) stake by 65% in Q2 2026, buying an estimated $3.06M and bringing the position to 122,132 shares worth $8.76M. The position accounts for ﹤0.01% of the portfolio, ranked #3609.
Jeff Yass first reported a position in TMHC in Q3 2013 and has held it in 45 quarters since. The position peaked at $9.97M in Q2 2025. 438 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.
- Jeff Yass held 122,132 shares of Taylor Morrison worth $8.76M as of Q2 2026.
- Jeff Yass bought 48,104 Taylor Morrison shares in Q2 2026, an estimated $3.06M.
- Taylor Morrison made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3609 holding.
- Jeff Yass first reported a position in Taylor Morrison in Q3 2013 and has held it in 45 quarters since.
- Jeff Yass's Taylor Morrison position peaked at $9.97M in Q2 2025.
- 438 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.