What smart money is saying about Taylor Morrison Home Corporation
TMHC
No fund has written a full thesis on Taylor Morrison Home Corporation in our archive, but 2 fund letters report a position in it — most recently Baron Real Estate Fund in June 2026.
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2
Reported positions
0
Bought
2
Sold
4
Letters
Position history
Every position in Taylor Morrison Home Corporation on record in the archive was reported in Q2 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- ExitedBaron Real Estate FundJune 2026
“Following the announcement of Berkshire Hathaway’s agreement to acquire Taylor Morrison Home Corporation , a leading national homebuilder, we exited the Fund’s investment in the company.”
Taylor Morrison Home Corporation - June 2026
“Top net sales for the quarter Net Amount Sold ($M) Wynn Resorts, Limited 51.6 Equinix, Inc. 42.7 Taylor Morrison Home Corporation 38.7 Ventas, Inc. 35.4 Prologis, Inc. 34.9 We recently trimmed the Strategy's investment in Wynn Resorts, Limited , a global luxury owner and operator of integrated resorts (hotels and casino resorts), in part due to the delay in the opening of its new UAE resort. We may increase the Strategy's ownership of Wynn at a later date. Following a 40% increase in the shares of Equinix, Inc. , a leading global operator of data centers, we trimmed the Strategy's large position in the company but remain bullish about the company’s long-term business prospects. Following the announcement of Berkshire Hathaway’s agreement to acquire Taylor Morrison Home Corporation , a leading national homebuilder, we exited the Strategy's investment in the company.”
Taylor Morrison Home Corporation
Also mentioned · 2
These funds discuss Taylor Morrison Home Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBrasada CM Brasada Private AccountsJune 2026
“Looking ahead, Cavco's long-term growth runway is supported by the structural national housing shortage, which guarantees a sustained need for more affordable housing. This bullish outlook on the multi-year investment cycle of homebuilding was recently validated by Warren Buffett's Berkshire Hathaway, which announced an $8.5 billion acquisition of national homebuilder Taylor Morrison in late May 2026.”
Taylor Morrison Home Corporation - June 2026
“Berkshire Hathaway, for instance, recently acquired public homebuilder Taylor Morrison at 1.1X book value,”
Taylor Morrison Home Corporation
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