Which hedge funds own TMHC*? TAYLOR MORRISON HOME CORP, Q2 2026 13F holders
53 tracked hedge funds disclosed a position in TMHC* (TAYLOR MORRISON HOME CORP) in their Q2 2026 13F filings, worth $882.7m in total. The largest holder by portfolio weight is Slotnik Capital, LLC at 10.7% of its book. 26 opened a new position this quarter: Slotnik Capital, LLC, Chicago Capital Management, LLC, Beryl Capital Management LLC, Quinn Opportunity Partners LLC. 24 exited: Steamboat Capital Partners, LLC, Long Pond Capital, LP, iSAM Funds (UK) Ltd.
- 53
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 26
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 24
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $278m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $90.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $883m
- Combined value Sum of the holders' reported positions in the security.
- 4.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Steamboat Capital Partners, LLC | 1.5% | $5.9m |
| Long Pond Capital, LP | 1.0% | $10.2m |
| iSAM Funds (UK) Ltd | 0.6% | $1.2m |
| Sone Capital Management, LLC | 0.3% | $3.8m |
| Bayview Asset Management, LLC | 0.3% | $349k |
| MQS Management LLC | 0.3% | $396k |
| Edgestream Partners, L.P. | 0.3% | $7.9m |
| Greenhaven Associates (Edgar Wachenheim) | 0.3% | $15.8m |
| Interval Partners, LP | 0.2% | $6.8m |
| AlphaGrep UK Ltd | 0.2% | $752k |
| Numerai GP LLC | 0.2% | $1.8m |
| Readystate Asset Management LP | 0.1% | $2.1m |
| Qsemble Capital Management, LP | 0.1% | $1.5m |
| Fox Run Management, L.L.C. | 0.1% | $625k |
| 111 Capital | 0.10% | $397k |
| Aristides Capital LLC | 0.07% | $202k |
| Bayforest Capital Ltd | 0.06% | $53.0k |
| Capital Fund Management S.A. | 0.06% | $6.5m |
| Hudson Bay Capital Management LP | 0.04% | $5.8m |
| Magnetar Financial LLC | 0.03% | $3.4m |
| First Manhattan | 0.02% | $8.0m |
| Aquatic Capital Management LLC | 0.02% | $655k |
| Holocene Advisors, LP | 0.01% | $5.1m |
| Bridgewater Associates, LP | 0.01% | $1.2m |
Ownership over time
Who discovered TMHC* first? Beta
The run: Q1 2020 → Q2 2026, ×20
| Dendur Capital LP high conviction | Q1 2020 | 9.8% | +11.2 pts |
| Miller Value Partners (Bill Miller) | Q1 2020 | 1.1% | +5.2 pts |
| Basswood Capital Management, L.L.C. | Q4 2019 | 1.5% | +4.6 pts |
| Garnet Equity Capital Holdings, Inc. high conviction | Q4 2019 | 7.1% | +4.0 pts |
| Stanley Capital Management, LLC | Q2 2020 | 0.8% | +1.8 pts |
| Oaktree Capital Management LP | Q1 2020 | 1.5% | +1.2 pts |
| Owl Creek Asset Management, L.P. | Q4 2019 | 1.1% | 0.0 pts |
| Stonehill Capital Management LLC | Q4 2019 | 1.6% | −1.9 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.