ADAGE CAPITAL PARTNERS GP, L.L.C.

Position in TOL — Toll Brothers, Inc.

CIK 1165408 Boston, MA

Position in TOL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$64,252,500

+$19,217,400 QoQ

Shares Held

390,000

+18.2% QoQ

Ownership

0.423%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#35

of 803 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

ADAGE CAPITAL PARTNERS GP, L.L.C. holds $156,714,074 across 6 Residential Construction names. TOL ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc. This page	390,000	$64,252,500
2	DHI	Horton D R Inc /De/	195,075	$31,773,816
3	PHM	Pultegroup Inc/Mi/	169,800	$23,298,258
4	SKY	Champion Homes, Inc.	250,000	$22,030,000
5	CVCO	Cavco Industries, Inc.	25,000	$15,359,500
6			270,503	$0

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,252,500	390,000	+18.2%	Shares	Sole	2026-08-14
2026-03-31	$45,035,100	330,000	-22.2%	Shares	Sole	2026-05-15
2025-12-31	$57,333,280	424,000	-24.0%	Shares	Sole	2026-02-17
2025-09-30	$77,082,120	558,000	+8.3%	Shares	Sole	2025-11-14
2025-06-30	$58,776,950	515,000	-27.3%	Shares	Sole	2025-08-14
2025-03-31	$74,757,720	708,000	-13.1%	Shares	Sole	2025-05-15
2024-12-31	$102,649,250	815,000	+50.9%	Shares	Sole	2025-02-14
2024-09-30	$83,424,600	540,000	-14.0%	Shares	Sole	2024-11-14
2024-06-30	$72,333,040	628,000	+13.2%	Shares	Sole	2024-08-14
2024-03-31	$71,800,350	555,000	+909.1%	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.