Junto Capital Management LP

Position in TOL — Toll Brothers, Inc.

CIK 1595880 NEW YORK, NY

Position in TOL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$53,633,392

-$904,755 QoQ

Shares Held

393,005

-2.6% QoQ

Ownership

0.420%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Junto Capital Management LP holds $129,853,315 across 3 Residential Construction names. TOL ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc. This page	393,005	$53,633,392
2	MHO	M/I Homes, Inc.	328,251	$40,194,334
3	PHM	Pultegroup Inc/Mi/	306,314	$36,025,589

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$53,633,392	393,005	-2.6%	Shares	Sole	2026-05-15
2025-12-31	$54,538,147	403,329	-7.5%	Shares	Sole	2026-02-17
2024-12-31	$54,928,936	436,117	-54.3%	Shares	Sole	2025-02-14
2022-06-30	$42,555,536	954,160	+2.1%	Shares	Sole	2022-08-15
2022-03-31	$43,948,888	934,685	+27.4%	Shares	Sole	2022-05-16
2021-12-31	$53,119,709	733,799	-10.0%	Shares	Sole	2022-02-14
2021-09-30	$45,092,091	815,556	+3.1%	Shares	Sole	2021-11-15
2021-06-30	$45,735,398	791,133	+5.9%	Shares	Sole	2021-08-16
2021-03-31	$42,372,487	746,915	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.