What smart money is saying about Taylor Morrison
TMHC
No fund has written a full thesis on Taylor Morrison 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 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.”
Read the letterTaylor Morrison - ExitedBaron Real Estate StrategyJune 2026
“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.”
Read the letterTaylor Morrison
Also mentioned · 2
These funds discuss Taylor Morrison — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBrasada CM Brasada Private AccountsJune 2026
“announced an $8.5 billion acquisition of national homebuilder Taylor Morrison in late May 2026.”
Read the letterTaylor Morrison - MentionedHeartland Advisors Small Cap Value Plus StrategyJune 2026
“Berkshire Hathaway, for instance, recently acquired public homebuilder Taylor Morrison at 1.1X book value,”
Read the letterTaylor Morrison
Read the letters behind these Taylor Morrison positions
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