GARDNER LEWIS ASSET MANAGEMENT L P TOL — Toll Brothers, Inc. COM

Ownership history in GARDNER LEWIS ASSET MANAGEMENT L P  ·  21 quarters on record

AI Ownership Summary

GARDNER LEWIS ASSET MANAGEMENT L P reported Toll Brothers, Inc. COM (TOL) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.23% in 2024 Q3. The latest visible filing shows TOL at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GARDNER LEWIS ASSET MANAGEMENT L P's position in Toll Brothers, Inc. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TOL was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.23% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TOL stock page GARDNER LEWIS ASSET MANAGEMENT L P fund profile GARDNER LEWIS ASSET MANAGEMENT L P full holdings
How GARDNER LEWIS ASSET MANAGEMENT L P held TOL — position size vs. price
% of Fund (quarterly)    TOL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 17.4% +21.0% ❌ 20,953 -4,414 -17.4% 0.62% $2.9M 2026-05-08 $137.89
2025 Q4 REDUCED 23.1% +1.1% ❌ 25,367 -7,640 -23.1% 0.87% $3.4M 2026-02-12 $162.31
2025 Q3 REDUCED — — — 33,007 -368 -1.1% 1.08% $4.6M 2025-11-10 $133.75
2025 Q2 REDUCED 12.3% +21.4% ❌ 33,375 -4,700 -12.3% 0.95% $3.8M 2025-08-12 $127.57
2025 Q1 REDUCED 25.3% +8.4% ❌ 38,075 -12,917 -25.3% 0.97% $4.0M 2025-05-12 $107.68
2024 Q4 REDUCED — — — 50,992 -287 -0.6% 1.56% $6.4M 2025-02-12 $121.30
2024 Q3 REDUCED — — — 51,279 -110 -0.2% 2.23% $7.9M 2024-11-12 $149.99
2024 Q2 ADDED — — — 51,389 +9,770 +23.5% 1.62% $5.9M 2024-08-12 $125.91
2024 Q1 UNCHANGED — — — 41,619 — 0% 1.48% $5.4M 2024-05-13 $124.17
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TOL

As of 2026 Q2 — sorted by position size

Byrne Asset Management LLC 3Y 1.34% WINCAP FINANCIAL LLC 0.7% Hilltop National Bank 0.29% Polianta Ltd 3Y 7Y 0.25% Revolve Wealth Partners, LLC 3Y 0.2% Baron Wealth Management LLC 3Y 0.14% Omnia Family Wealth, LLC 3Y 7Y 0.09% First Bank & Trust 3Y 7Y 0.04% Trust Point Inc. 0.02% GAMMA Investing LLC 0.02%

FAQ About GARDNER LEWIS ASSET MANAGEMENT L P and TOL

These are the practical questions this page is built to answer before you even open the full history table.

How long has GARDNER LEWIS ASSET MANAGEMENT L P reported owning TOL?

GARDNER LEWIS ASSET MANAGEMENT L P reported TOL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TOL position in GARDNER LEWIS ASSET MANAGEMENT L P's portfolio?

The largest reported portfolio weight for TOL was 2.23% in 2024 Q3.

What is the latest reported TOL position on this page?

The most recent filing on this page is 2026 Q1, when GARDNER LEWIS ASSET MANAGEMENT L P reported 20,953 shares, equal to 0.62% of portfolio, with an estimated market value of $2.9M.

What does the chart on this TOL ownership page compare?

The chart compares GARDNER LEWIS ASSET MANAGEMENT L P's quarterly TOL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GARDNER LEWIS ASSET MANAGEMENT L P time their TOL position?

Based on 13F filing dates vs. subsequent TOL price moves, GARDNER LEWIS ASSET MANAGEMENT L P correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on TOL relative to SPY over the holding period was +89.0%.

← Back to GARDNER LEWIS ASSET MANAGEMENT L P Holdings