One Stock Superinvestors Are Selling

As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.

While doing this research we’ve also uncovered a number of stocks that superinvestors have sold, or reduced in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Selling‘. This week we’ll take a look at:

Taylor Morrison Home Corp (NYSE: TMHC)

Taylor Morrison Home is an American residential construction company that builds single-family homes and communities throughout California, Arizona, Texas, Illinois, Colorado, Florida, Georgia, and North Carolina. Taylor Morrison also reports via a mortgage operations segment that provides financing services for its homebuyers. It constructs various types of single-family homes, from entry-level to luxury move-up homes, as well as active adult communities. The majority of the company’s revenue is derived from its construction projects, with the West and central operating regions leading the way.

A quick look at the price chart below for Taylor Morrison Home shows us that the stock is up 8.90% in the past twelve months.

(Source: Morningstar)

Superinvestors who reduced, or sold out of Taylor Morrison Home stock in their portfolios include:

(Remaining shares)

Donald Smith – 5,703,042 shares

Bill Miller – 3,418,294 shares

Israel Englander – 392,727 shares

Chuck Royce – 323,367 shares

Ken Fisher – 131,643 shares

Jim O’Shaughnessy – 351 shares

Howard Marks – Sold Out