Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
Holdings Activity Buys Sells    History
Holding/activity history for  Toll Brothers, Inc. (TOL)
← All TOL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 3.52 $86.67–116.28 · VW $105.69i SEC
2025   Q1 3,800,580 3.52 Buy 3.52 $101.50–141.15 · VW $116.08i $401,303,242 SEC
2005   Q4 0 0.00 Sell 100.00% 1.66 $33.03–44.71 · VW $37.46i SEC
2005   Q3 1,906,600 1.66 Reduce 22.26% 0.50 $41.08–58.67 · VW $48.14i $85,168,000 SEC
2005   Q2 2,452,600 2.25 Reduce 26.92% 0.69 $36.05–53.72 · VW $46.85i $124,531,000 SEC
2005   Q1 3,356,200 2.56 Reduce 17.00% 0.42 $32.63–45.60 · VW $39.22i $132,318,000 SEC
2004   Q4 4,043,600 2.47 $34.31 $138,716,000 SEC
Price snapshot:
Current price$148.15
52-week low$112.68
52-week high$167.75