Position in TOL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$61,442,342
-$21,188,301 QoQ
Shares Held
450,226
-26.3% QoQ
Ownership
0.482%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 98.66733596016223.ToString("F0")%
Shared 0.ToString("F0")%
None 1.3326640398377703.ToString("F0")%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Derivatives in TOL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$423,057
PutShares
3,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $673,664,136 across 16 Residential Construction names. TOL ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
2,603,937 | $226,125,889 | |
| 2 | DHI |
Horton D R Inc /De/
|
947,377 | $129,999,071 | |
| 3 | KBH |
Kb Home
|
1,746,344 | $90,373,302 | |
| 4 | MTH |
Meritage Homes CORP
|
1,401,029 | $86,639,633 | |
| 5 | TOL |
Toll Brothers, Inc.
This page
|
450,226 | $61,442,342 | |
| 6 | TPH |
Tri Pointe Homes, Inc.
|
351,559 | $16,428,352 | |
| 7 | LGIH |
LGI Homes, Inc.
|
320,562 | $12,671,815 | |
| 8 | MHO |
M/I Homes, Inc.
|
95,074 | $11,641,811 |
All Filings in TOL
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $423,057 | 3,100 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $61,442,342 | 450,226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $82,630,643 | 611,083 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,112,264 | 290,374 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,342,075 | 38,045 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,108,108 | 8,798 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $1,870,408 | 16,239 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $3,001,468 | 29,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,238,251 | 30,263 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $41,011,078 | 518,668 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,064,469 | 150,999 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,453,150 | 189,366 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $701,959 | 15,739 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,809,478 | 421,299 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $27,686,713 | 382,466 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,157,119 | 93,274 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $221,160 | 4,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $861,369 | 14,900 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $838,245 | 14,500 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $17,450,121 | 301,853 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $482,205 | 8,500 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $11,510,006 | 202,891 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $862,296 | 15,200 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $1,434,510 | 33,000 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $991,116 | 22,800 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $5,453,920 | 125,464 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $729,900 | 15,000 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $486,600 | 10,000 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $2,173,264 | 66,685 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $560,548 | 17,200 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $778,901 | 23,900 | Put | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||