# Taylor Morrison Home (TMHC): value investors who own it

3 value investors held Taylor Morrison Home in their Q3 2026 13F, led by Muhlenkamp & Company, Third Avenue Management, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Muhlenkamp & Company | 3.3% | $11.4m | Added 0.0% | 13 |
| Third Avenue Management | 1.0% | $6.2m | New | 1 |
| First Eagle Investment Management | 0.0% | $16.3m | Trimmed -5.2% | 10 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/tmhc). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.