Long Pond Capital’s Taylor Morrison TMHC Stock Holding History

Long Pond Capital’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 Q2	–	Sell	-174,364	Closed	-$10.2M	–	42
2026 Q1	$10.2M	Buy	+174,364	New	+$10.9M	0.97%	27
2025 Q4	–	Sell	-1,379,577	Closed	-$91.1M	–	39
2025 Q3	$91.1M	Sell	1,379,577 -182,009	-12%	-$12M	6.6%	6
2025 Q2	$95.9M	Buy	1,561,586 +889,616	+132%	+$51.7M	6.19%	8
2025 Q1	$40.3M	Buy	+671,970	New	+$41.8M	2.62%	18
2019 Q1	–	Sell	-3,714,751	Closed	-$59.1M	–	46
2018 Q4	$59.1M	Sell	3,714,751 -1,792,242	-33%	-$29.3M	2.32%	14
2018 Q3	$99.3M	Buy	5,506,993 +2,503,982	+83%	+$49.8M	2.59%	11
2018 Q2	$62.4M	Buy	+3,003,011	New	+$66.9M	1.38%	23

Other funds holding TMHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Long Pond Capital's TMHC Position: Q2 2026 in Review

Long Pond Capital sold out of Taylor Morrison (TMHC) in Q2 2026, closing a stake of 174,364 shares — an estimated $10.2M sold.

Long Pond Capital first reported a position in TMHC in Q2 2018 and held it in 7 quarters. The position peaked at $99.3M in Q3 2018. 442 funds tracked by Wall St. Rank hold TMHC as of Q2 2026.

Long Pond Capital reported no remaining Taylor Morrison position as of Q2 2026 after selling out during the quarter.
Long Pond Capital sold 174,364 Taylor Morrison shares in Q2 2026, an estimated $10.2M.
Long Pond Capital first reported a position in Taylor Morrison in Q2 2018 and held it in 7 quarters.
Long Pond Capital's Taylor Morrison position peaked at $99.3M in Q3 2018.
442 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.