Edgar Wachenheim III trimmed TOL · Toll Brothers, Inc.
$756M · now 0.1% of the portfolio
TRADED BY
Sep 30
FILED
Oct 26
YOU SEE IT
Oct 26
26 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$140 now
OUR VALUE
$140 today
low $194mid $259high $324
3 models, as of 2026-10-26.
They sold below our value.
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One email a week: what great value investors bought and sold, and what we make of it.