LongTMHCJun 2026
Taylor Morrison Home Corp.
Berkshire Hathaway agreed to acquire Taylor Morrison for $72.50 per share in cash. U.S. antitrust approval had already been received, leaving shareholder approval and closing…
TMHC
Which hedge funds are long TMHC?
3 published ideas on Taylor Morrison Home Corp. across 3 funds — 3 long and 0 short.
Taylor Morrison Home hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Taylor Morrison Home: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongTMHCJun 2026
Taylor Morrison Home Corp.
Berkshire Hathaway agreed to acquire Taylor Morrison for $72.50 per share in cash. The transaction values the homebuilder at approximately $8.5 billion. The position is a…
LongTMHCJun 2026
Taylor Morrison Home Corporation
Third Avenue purchased Taylor Morrison because its valuation appeared disconnected from the value of the underlying business. The company had a strategically located land bank…