Position in TOL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$45,035,100
-$12,298,180 QoQ
Shares Held
330,000
-22.2% QoQ
Ownership
0.353%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $125,096,819 across 6 Residential Construction names. TOL ranks #1 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
330,000 | $45,035,100 | |
| 2 | DHI |
Horton D R Inc /De/
|
156,375 | $21,457,777 | |
| 3 | CVCO |
Cavco Industries, Inc.
|
42,035 | $20,357,130 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
112,100 | $13,184,081 | |
| 5 | SKY |
Champion Homes, Inc.
|
170,587 | $12,686,555 | |
| 6 | LEN |
Lennar Corp /New/
|
142,517 | $12,376,176 |
All Filings in TOL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,035,100 | 330,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,333,280 | 424,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $77,082,120 | 558,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $58,776,950 | 515,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $74,757,720 | 708,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $102,649,250 | 815,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $83,424,600 | 540,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $72,333,040 | 628,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $71,800,350 | 555,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,653,450 | 55,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||