Ownership history in LEUTHOLD GROUP, LLC Β· 34 quarters on record
This page tracks every 13F SEC filing in which LEUTHOLD GROUP, LLC reported a position in Toll Brothers Inc. (TOL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π LEUTHOLD GROUP, LLC outperformed the S&P 500 by +12.5% annually on this TOL position. Timing score: 42% (14/33 decisions correct). Average cost basis: $35.82. Maximum drawdown during holding period: β58.9%.
π₯ Exceptional β beat the S&P 500 by 12.5% per year on this position.
33 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
14 of 33 add/trim decisions correct
Best entry: $33.82 (2018 Q2) Β· Worst: $52.63 (2021 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
4 adds Β· 30 trims. Bought during 2 of 14 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.82% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size