Donald Smith & Co., Inc.
- SEC CIK
- 0000814375
- Latest filing
- Aug 11, 2026
TMHC holding history
Taylor Morrison Home Corp in every 13F filed by Donald Smith & Co., Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TMHC overviewAll 13F holders of TMHCFull Q2 2026 holdings
- Shares (Q2 2026)
- 862,507
- Value
- $61.9M
- % of portfolio
- 1.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 862,507 | $61.9M | 1.1% | −810,186−48.4% | Reduced | Holders |
| Q1 2026 | 1,672,693 | $97.4M | 1.8% | +19,968+1.2% | Added | Holders |
| Q4 2025 | 1,652,725 | $97.3M | 1.8% | −29,134−1.7% | Reduced | Holders |
| Q3 2025 | 1,681,859 | $111.0M | 2.2% | −110,812−6.2% | Reduced | Holders |
| Q2 2025 | 1,792,671 | $110.1M | 2.6% | −8,974−0.5% | Reduced | Holders |
| Q1 2025 | 1,801,645 | $108.2M | 2.6% | −3,623−0.2% | Reduced | Holders |
| Q4 2024 | 1,805,268 | $110.5M | 2.6% | −135,611−7.0% | Reduced | Holders |
| Q3 2024 | 1,940,879 | $136.4M | 3.2% | −206,820−9.6% | Reduced | Holders |
| Q2 2024 | 2,147,699 | $119.1M | 3.0% | −275,722−11.4% | Reduced | Holders |
| Q1 2024 | 2,423,421 | $150.7M | 3.5% | −252,969−9.5% | Reduced | Holders |
| Q4 2023 | 2,676,390 | $142.8M | 3.7% | −10,671−0.4% | Reduced | Holders |
| Q3 2023 | 2,687,061 | $114.5M | 3.9% | −174,180−6.1% | Reduced | Holders |
| Q2 2023 | 2,861,241 | $139.5M | 4.8% | −1,003,040−26.0% | Reduced | Holders |
| Q1 2023 | 3,864,281 | $147.8M | 5.4% | −1,228,622−24.1% | Reduced | Holders |
| Q4 2022 | 5,092,903 | $154.6M | 6.0% | −264,316−4.9% | Reduced | Holders |
| Q3 2022 | 5,357,219 | $124.9M | 5.6% | −17,831−0.3% | Reduced | Holders |
| Q2 2022 | 5,375,050 | $125.6M | 5.7% | +18,684+0.3% | Added | Holders |
| Q1 2022 | 5,356,366 | $145.8M | 5.3% | −21,147−0.4% | Reduced | Holders |
| Q4 2021 | 5,377,513 | $188.0M | 6.7% | −5,548−0.1% | Reduced | Holders |
| Q3 2021 | 5,383,061 | $138.8M | 5.3% | +6,494+0.1% | Added | Holders |
| Q2 2021 | 5,376,567 | $142.0M | 5.5% | +53,492+1.0% | Added | Holders |
| Q1 2021 | 5,323,075 | $164.0M | 6.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.