Ruffer LLP

Position in TOL — Toll Brothers, Inc.

CIK 1426859 London, X0

Position in TOL

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$262,568

-$3,007,205 QoQ

Shares Held

1,924

-91.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 quarters on record

Consumer Cyclical · as of Mar 31, 2026

Ruffer LLP holds $8,974,940 across 5 Residential Construction names. TOL ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc.	52,259	$6,399,114
2	LEN	Lennar Corp /New/	20,580	$1,787,167
3	SKY	Champion Homes, Inc.	3,548	$263,864
4	TOL	Toll Brothers, Inc. This page	1,924	$262,568
5	DHI	Horton D R Inc /De/	1,911	$262,227

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$262,568	1,924	-91.9%	Shares	Sole	2026-05-13
2025-09-30	$3,269,773	23,670	-59.7%	Shares	Sole	2025-11-03
2025-06-30	$6,697,034	58,679	+47.5%	Shares	Sole	2025-07-16
2025-03-31	$4,199,208	39,769	+73.8%	Shares	Sole	2025-05-09
2024-12-31	$2,882,365	22,885	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.