TOL
Toll Brothers Inc
4 super-investors hold TOL worth a combined $937M. The largest position: Greenhaven Associates at 12.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 42 — ranked #107 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own TOL
Greenhaven Associates is the dominant force here, holding TOL at 12.7% of its portfolio — a $770M position that accounts for the vast majority of the cohort's combined $937M exposure. The ownership count ticked up to four in 2026Q1 primarily because David Rolfe initiated a new position worth roughly $12M, representing 2.5% of his portfolio — meaningful conviction for a fresh entry. Joel Greenblatt holds a $155M slice at just 0.1% of his portfolio, consistent with a diversified quantitative tilt rather than high-conviction selection. No one trimmed or exited. The cohort count has oscillated between one and two for most of the past eight quarters, so broader enthusiasm remains narrow; this is essentially a Greenhaven thesis with peripheral participation.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Greenhaven Associates | 12.7% | 40q | $770M | 5,645,309 |
| 2 | Joel Greenblatt | 0.1% | 40q | $155M | 1,132,636 |
| 3 | David Rolfe | 2.5% | — 1q | $12M | 88,275 |
| 4 | First Eagle Investment Management | 0.0% | 20q | $354K | 2,591 |
Owners of TOL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Rolfe | NEW | 2.5% | +100% | $12M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 889478103. Not investment advice.