Position in TOL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$46,236,852
-$3,036,233 QoQ
Shares Held
338,806
-7.0% QoQ
Ownership
0.362%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.57593431049037.ToString("F0")%
Shared 0.ToString("F0")%
None 4.42406568950963.ToString("F0")%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Derivatives in TOL
reported options exposure · as of Sep 30, 2022CallValue
$760,200
CallShares
18,100
PutValue
$0
PutShares
0
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, 2026WELLS FARGO & COMPANY/MN holds $494,291,325 across 20 Residential Construction names. TOL ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,037,052 | $142,304,274 | |
| 2 | LEN |
Lennar Corp /New/
|
1,561,995 | $135,643,643 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
442,465 | $52,038,306 | |
| 4 | IBP |
Installed Building Products, Inc.
|
195,470 | $51,828,869 | |
| 5 | TOL |
Toll Brothers, Inc.
This page
|
338,806 | $46,236,852 | |
| 6 | MTH |
Meritage Homes CORP
|
318,273 | $19,682,000 | |
| 7 | NVR |
Nvr Inc
|
1,556 | $10,253,774 | |
| 8 | SKY |
Champion Homes, Inc.
|
122,430 | $9,105,117 |
All Filings in TOL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,236,852 | 338,806 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $49,273,085 | 364,392 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $50,493,483 | 365,524 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $32,429,239 | 284,143 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $29,919,664 | 283,357 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $28,507,018 | 226,336 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $51,030,672 | 330,317 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $31,166,670 | 270,591 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $27,087,617 | 209,381 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $23,384,209 | 227,495 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $14,815,222 | 200,314 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,814,877 | 124,129 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $7,748,430 | 129,076 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,608,010 | 112,340 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $760,200 | 18,100 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $3,099,306 | 73,793 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,329,945 | 97,084 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,832,691 | 81,512 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,698,173 | 92,529 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,960,978 | 107,813 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,238,102 | 107,907 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,378,534 | 77,182 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,837,932 | 134,298 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $7,652,951 | 157,274 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,012,446 | 123,119 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,892,350 | 98,304 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||