JG
TMHC

Joel Greenblatt’s Taylor Morrison TMHC Stock Holding History

Joel Greenblatt’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
2025
Q3 		– Sell
-5,445
Closed -$334K – 1819
2025
Q2 		$334K Sell
5,445
-52
-0.9% -$3.02K ﹤0.01% 1430
2025
Q1 		$330K Buy
5,497
+2,001
+57% +$125K ﹤0.01% 1338
2024
Q4 		$214K Buy
+3,496
New +$239K ﹤0.01% 1351
2023
Q4 		– Sell
-10,584
Closed -$451K – 1428
2023
Q3 		$451K Sell
10,584
-948
-8% -$44.6K 0.01% 991
2023
Q2 		$562K Buy
11,532
+6,104
+112% +$263K 0.01% 933
2023
Q1 		$208K Buy
+5,428
New +$191K 0.01% 1240
2021
Q1 		– Sell
-8,449
Closed -$217K – 1093
2020
Q4 		$217K Hold
8,449
– – 0.01% 916
2020
Q3 		$208K Buy
+8,449
New +$200K 0.01% 929

Other funds holding TMHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joel Greenblatt's TMHC Position: Q3 2025 in Review

Joel Greenblatt sold out of Taylor Morrison (TMHC) in Q3 2025, closing a stake of 5,445 shares — an estimated $334K sold.

Joel Greenblatt first reported a position in TMHC in Q3 2020 and held it in 8 quarters. The position peaked at $562K in Q2 2023. 459 funds tracked by Wall St. Rank hold TMHC as of Q3 2025.

  • Joel Greenblatt reported no remaining Taylor Morrison position as of Q3 2025 after selling out during the quarter.
  • Joel Greenblatt sold 5,445 Taylor Morrison shares in Q3 2025, an estimated $334K.
  • Joel Greenblatt first reported a position in Taylor Morrison in Q3 2020 and held it in 8 quarters.
  • Joel Greenblatt's Taylor Morrison position peaked at $562K in Q2 2023.
  • 459 funds tracked by Wall St. Rank held Taylor Morrison as of Q3 2025.

Based on Gotham Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.