Position in TOL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,054,595
-$36,158 QoQ
Shares Held
59,021
-1.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $27,119,396 across 20 Residential Construction names. TOL ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
59,021 | $8,054,595 | |
| 2 | DHI |
Horton D R Inc /De/
|
40,426 | $5,547,255 | |
| 3 | LEN |
Lennar Corp /New/
|
63,359 | $5,502,095 | |
| 4 | TPH |
Tri Pointe Homes, Inc.
|
42,562 | $1,988,922 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
27,997 | $1,630,545 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
12,273 | $1,443,427 | |
| 7 | MHO |
M/I Homes, Inc.
|
3,532 | $432,493 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
6,225 | $401,201 |
All Filings in TOL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,054,595 | 59,021 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,090,753 | 59,834 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,199,433 | 66,595 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,760,148 | 59,232 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,694,402 | 16,047 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,055,335 | 8,379 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,019,942 | 6,602 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $722,178 | 6,270 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $949,705 | 7,341 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $383,612 | 3,732 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $175,359 | 2,371 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $125,879 | 1,592 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $140,230 | 2,336 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $24,111 | 483 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $14,490 | 345 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,671 | 172 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $15,046 | 320 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $9,121 | 126 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $6,243 | 108 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $6,126 | 108 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $4,694 | 108 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $5,255 | 108 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $3,519 | 108 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,079 | 108 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||