What smart money is saying about Taylor Morrison Home Corporation
1 fund in our archive has pitched Taylor Morrison Home Corporation — most recently Third Avenue Small-Cap Value Fund in June 2026.
Taylor Morrison Home Corporation functions as a publicly listed residential construction enterprise within the United States. The company's core business involves the design, development, and sale of various housing types, including both single and multi-family units, offered as detached or attached homes. Additionally, it specializes in creating comprehensive lifestyle and master-planned communities. Expanding its portfolio, Taylor Morrison also undertakes the construction and development of mixed-use properties, which integrate commercial, retail, and multi-family spaces, marketed under its Urban Form brand. Complementing its building activities, the firm provides ancillary services such as title insurance, closing settlement solutions, and financial products. The company's diverse housing offerings are presented through key brands like Taylor Morrison, William Lyon Signature, and Darling Homes, serving clients across a wide geographical area including Arizona, California, Colorado, Florida, Georgia, Nevada, North Carolina, South Carolina, Oregon, Texas, and Washington. Founded in 1936, Taylor Morrison Home Corporation is headquartered in Scottsdale, Arizona.
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Fund signal · last 12 months
5 lettersToo few moves on Taylor Morrison Home Corporation yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2026 and Q3 2026, 5 fund letters reported a position in Taylor Morrison Home Corporation, with 1 buy (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 4 | 1 | 1 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 5 moves
- September 2026
“Taylor Morrison Home Corporation (TMHC): Berkshire Hathaway Inc. (BRK) completed the $72.50 per share acquisition of TMHC during the third quarter and we deployed the cash proceeds from the acquisition into other opportunities.”
Taylor Morrison Home Corporation - ExitedBaron Real Estate FundJune 2026
“Following the announcement of Berkshire Hathaway’s agreement to acquire Taylor Morrison Home Corporation , a leading national homebuilder, we exited the Fund’s investment in the company.”
Taylor Morrison Home Corporation - June 2026
“Top net sales for the quarter Net Amount Sold ($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 - June 2026
“Taylor Morrison Home Corporation (TMHC): TMHC is a residential homebuilder which announced in May 2026 that it is being acquired by Berkshire Hathaway Inc. (BRK) for $72.50 per share.”
Taylor Morrison Home Corporation - New positionThird Avenue Small-Cap Value FundJune 2026
“During the quarter, the Fund initiated positions in three new holdings, Maximus Incorporated, Taylor Morrison Home Corporation, and CRA International.”
Taylor Morrison Home Corporation - June 2026
“Later in May, Taylor Morrison Homes agreed to be purchased by Berkshire Hathaway in an all-cash transaction.”
Taylor Morrison Home Corporation - New positionThird Avenue Small-Cap Value FundJune 2026
“During the quarter, the Fund initiated positions in three new holdings, Maximus Incorporated, Taylor Morrison Home Corporation, and CRA International.”
Taylor Morrison Home Corporation
Also mentioned · 3
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 - MentionedBrasada CM 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
Fund coverage · 1 thesis
- Third Avenue Small-Cap Value FundJune 2026
Taylor Morrison Home Corporation is a well-regarded homebuilder with strong assets, buybacks, profitability, and asset-light compounding potential.
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