Position in TMHC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,630,545
+$84,266 QoQ
Shares Held
27,997
+6.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in TMHC Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $27,119,396 across 20 Residential Construction names. TMHC ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
59,021 | $8,054,595 | |
| 2 | DHI |
Horton D R Inc /De/
|
40,426 | $5,547,255 | |
| 3 | LEN |
Lennar Corp /New/
|
63,359 | $5,502,095 | |
| 4 | TPH |
Tri Pointe Homes, Inc.
|
42,562 | $1,988,922 | |
| 5 | TMHC |
Taylor Morrison Home Corp
This page
|
27,997 | $1,630,545 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
12,273 | $1,443,427 | |
| 7 | MHO |
M/I Homes, Inc.
|
3,532 | $432,493 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
6,225 | $401,201 |
All Filings in TMHC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,630,545 | 27,997 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,546,279 | 26,266 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,117,879 | 16,935 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $600,441 | 9,776 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $198,252 | 3,302 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $157,248 | 2,569 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $194,339 | 2,766 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $129,396 | 2,334 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $125,459 | 2,018 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $96,243 | 1,804 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $65,576 | 1,539 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $75,398 | 1,546 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $63,243 | 1,653 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $36,086 | 1,189 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $25,652 | 1,100 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $19,645 | 841 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $20,687 | 760 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $978 | 28 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||