Bill Miller - Miller Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    55
Portfolio value:    $383,178,520
Holdings Activity Buys Sells    History
Holding/activity history for  Taylor Morrison Home Corp. (TMHC)
← All TMHC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 4.00 $36.15–48.95 · VW $43.77i SEC
2023   Q1 1,673,110 4.00 Reduce 22.23% 0.94 $30.50–38.29 · VW $35.69i $64,013,188 SEC
2022   Q4 2,151,320 4.22 Reduce 10.53% 0.36 $23.51–32.77 · VW $27.99i $65,292,562 SEC
2022   Q3 2,404,506 3.41 Reduce 5.94% 0.18 $22.64–29.44 · VW $25.61i $56,073,000 SEC
2022   Q2 2,556,295 3.01 Reduce 9.29% 0.23 $20.05–29.75 · VW $26.14i $59,715,000 SEC
2022   Q1 2,818,095 2.45 Add 1.00% 0.02 $26.14–35.17 · VW $29.74i $76,708,000 SEC
2021   Q4 2,790,201 2.67 Add 1.44% 0.04 $25.66–35.51 · VW $31.48i $97,546,000 SEC
2021   Q3 2,750,552 1.64 Reduce 6.06% 0.11 $22.64–28.93 · VW $26.61i $70,910,000 SEC
2021   Q2 2,927,893 1.83 Reduce 5.88% 0.15 $25.62–33.06 · VW $29.29i $77,355,000 SEC
2021   Q1 3,110,662 2.48 Reduce 4.14% 0.10 $23.39–31.85 · VW $27.96i $95,839,000 SEC
2020   Q4 3,245,023 2.53 Reduce 5.07% 0.15 $21.34–28.31 · VW $24.80i $83,235,000 SEC
2020   Q3 3,418,294 3.02 Reduce 1.43% 0.04 $18.38–26.21 · VW $23.60i $84,056,000 SEC
2020   Q2 3,467,793 2.97 Add 115.83% 1.59 $7.85–22.33 · VW $16.47i $66,894,000 SEC
2020   Q1 1,606,703 1.14 Buy 1.14 $6.39–28.47 · VW $19.91i $17,674,000 SEC
2017   Q3 0 0.00 Sell 100.00% 0.04 $19.68–24.79 · VW $21.93i SEC
2017   Q2 36,000 0.04 Buy 0.04 $20.87–24.77 · VW $23.44i $864,000 SEC
2017   Q1 0 0.00 Sell 100.00% 2.52 $18.26–22.17 · VW $20.39i SEC
2016   Q4 2,191,325 2.52 Reduce 1.58% 0.03 $15.82–21.61 · VW $18.95i $42,205,000 SEC
2016   Q3 2,226,525 1.68 $17.60 $39,187,000 SEC
2016   Q2 2,226,525 2.31 Reduce 8.50% 0.15 $13.31–16.13 · VW $14.68i $33,042,000 SEC
2016   Q1 2,433,425 1.82 Reduce 5.82% 0.10 $10.33–15.93 · VW $13.29i $34,360,000 SEC
2015   Q4 2,583,725 1.66 Add 20.84% 0.29 $14.95–20.64 · VW $17.49i $41,340,000 SEC
2015   Q3 2,138,150 1.19 Add 10.93% 0.12 $17.92–21.55 · VW $19.48i $39,898,000 SEC
2015   Q2 1,927,500 1.61 Add 1.65% 0.03 $17.34–21.40 · VW $19.55i $39,244,000 SEC
2015   Q1 1,896,260 1.61 $20.85 $39,538,000 SEC
2014   Q4 1,896,260 1.51 Add 1.89% 0.03 $14.96–20.15 · VW $17.79i $35,821,000 SEC
2014   Q3 1,861,060 1.41 Add 6.89% 0.09 $16.21–23.12 · VW $18.88i $30,187,000 SEC
2014   Q2 1,741,035 1.68 Reduce 1.40% 0.03 $19.77–24.51 · VW $21.67i $39,035,000 SEC
2014   Q1 1,765,835 1.78 Add 50.79% 0.60 $18.56–26.37 · VW $22.89i $41,498,000 SEC
2013   Q4 1,171,060 1.31 Add 93.11% 0.63 $19.51–23.83 · VW $21.72i $26,291,000 SEC
2013   Q3 606,410 0.89 Add 112.21% 0.47 $17.93–26.47 · VW $22.38i $13,736,000 SEC
2013   Q2 285,760 0.51 Buy 0.51 $22.91–27.67 · VW $25.41i
IPO/listing quarter
$6,967,000 SEC
Price snapshot:
Current price$71.87
52-week low$54.15
52-week high$72.50