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TMHC · Consumer Cyclical

TAYLOR MORRISON HOME CORP

USA Consumer Cyclical Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
40
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in TAYLOR MORRISON HOME CORP? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$6.7B
Industry
Residential Construction
Sector
Consumer Cyclical
Exchange
NYSE
About TAYLOR MORRISON HOME CORP

Taylor Morrison Home Corporation, together with its subsidiaries, operates as a homebuilder and land developer in the United States. It designs, builds, and sells single, and multifamily detached and attached homes in markets for entry-level, move-up, and resort lifestyle buyers under the Taylor Morrison and Esplanade brand names; and develops lifestyle and master-planned communities with single, and multi-family detached and attached homes. The company is also involved in the Build-to-Rent homebuilding business under the Yardly brand name; and provision of financial services, title…

Who's behind the signal
Every informed buyer we can see on TMHC, across all three feeds.
Hedge funds · 7
AQR Capital Management Increased +68%
D.E. Shaw & Co Increased +384%
+1 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 2
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2019-04-03 Donna E. Shalala · D-FL House SOLD $1,001 - $15,000
2019-01-09 Donna E. Shalala · D-FL House BOUGHT $1,001 - $15,000
Not a model pick — but on our radar. TAYLOR MORRISON HOME CORP isn't in the top-10 model right now, but 7 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
7
Investors
0
New positions
2
Increasing
3
Decreasing
2
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.0×
Increased +68%
% of portfolio
0.1%
Position change
+68%
0.1% of AQR Capital Management's portfolio
Trust weight: 1.0×
Increased +384%
% of portfolio
0.0%
Position change
+384%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.5×
Unchanged
% of portfolio
2.5%
Position change
2.5% of Pabrai Investment Funds's portfolio
Trust weight: 1.2×
Unchanged
% of portfolio
0.1%
Position change
0.1% of Tudor Investment's portfolio
Trust weight: 1.0×
Decreased −25%
% of portfolio
0.0%
Position change
−25%
0.0% of Millennium Management's portfolio
Trust weight: 1.3×
Decreased −33%
% of portfolio
0.0%
Position change
−33%
0.0% of Bridgewater Associates's portfolio
Trust weight: 1.0×
Decreased −5%
% of portfolio
0.0%
Position change
−5%
0.0% of Citadel Advisors's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to TAYLOR MORRISON HOME CORP
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell TAYLOR MORRISON HOME CORP or any security.

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