Position in TOL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$690,137
-$234,037 QoQ
Shares Held
4,189
-38.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#400
of 799 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 52%
Shared 48%
None 0%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $8,360,486 across 13 Residential Construction names. TOL ranks #7 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
8,261 | $1,345,550 | |
| 2 | MTH |
Meritage Homes CORP
|
13,693 | $1,148,158 | |
| 3 | MHO |
M/I Homes, Inc.
|
5,544 | $891,419 | |
| 4 | LEN |
Lennar Corp /New/
|
9,385 | $849,248 | |
| 5 | 11,269 | $808,438 | |||
| 6 | PHM |
Pultegroup Inc/Mi/
|
5,348 | $733,799 | |
| 7 | TOL |
Toll Brothers, Inc.
This page
|
4,189 | $690,137 | |
| 8 | NVR |
Nvr Inc
|
85 | $579,138 |
All Filings in TOL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,137 | 4,189 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $924,174 | 6,772 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $498,690 | 3,688 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $587,509 | 4,253 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $320,591 | 2,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $337,781 | 3,199 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $513,749 | 4,079 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $557,862 | 3,611 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $316,629 | 2,749 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $341,536 | 2,640 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $260,469 | 2,534 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||