13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
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12

TOL

Toll Brothers, Inc. (TOL) · Industrials

Consensus score 12/100 · #38 this quarter · tier-weighted across tracked managers

Holders
2
tracked managers
New this Q
1
opened a position
Avg weight
7.6%
of their portfolios
Combined value
$782M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Greenhaven Associates
Concentrated
12.7%
ADD
Wedgewood Partners
Quality growth
2.5%
NEW

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.