Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
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
2026   Q1 240,154 0.02 Add 3.45% <0.01 $56.80–70.29 · VW $62.31i $13,986,569 SEC
2025   Q4 232,134 0.02 Add 0.35% <0.01 $56.62–68.55 · VW $61.26i $13,665,729 SEC
2025   Q3 231,334 0.03 Add 4.35% <0.01 $59.00–72.50 · VW $64.92i $15,270,357 SEC
2025   Q2 221,701 0.03 Reduce 2.76% <0.01 $51.90–62.49 · VW $58.09i $13,616,875 SEC
2025   Q1 228,001 0.03 Add 2.56% <0.01 $57.03–68.23 · VW $62.12i $13,689,180 SEC
2024   Q4 222,301 0.03 Add 13.71% <0.01 $58.72–75.49 · VW $68.21i $13,607,044 SEC
2024   Q3 195,501 0.03 Add 47.10% <0.01 $53.17–71.95 · VW $65.55i $13,735,900 SEC
2024   Q2 132,901 0.02 Add 22.60% <0.01 $53.59–62.46 · VW $57.21i $7,368,031 SEC
2024   Q1 108,401 0.02 Buy 0.02 $50.00–62.64 · VW $55.86i $6,739,290 SEC
2022   Q2 0 0.00 Sell 100.00% <0.01 $20.05–29.75 · VW $26.14i SEC
2022   Q1 66,921 <0.01 Add 120.62% <0.01 $26.14–35.17 · VW $29.74i $1,822,000 SEC
2021   Q4 30,333 <0.01 Add 87.33% <0.01 $25.66–35.51 · VW $31.48i $1,060,000 SEC
2021   Q3 16,192 <0.01 Add 674.00% <0.01 $22.64–28.93 · VW $26.61i $417,000 SEC
2021   Q2 2,092 <0.01 Buy <0.01 $25.62–33.06 · VW $29.29i $55,000 SEC
Price snapshot:
Current price$71.87
Avg. buy price$63.41
+/- since buy13.34%
52-week low$54.15
52-week high$72.50