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Pabrai Wagons Fund's investment thesis on Toll Brothers ($TOL) — Q1 2025 | Buyside Digest

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$TOLNYSEToll Brothers

BULL

Pabrai Wagons Fund—TOL

Fund Letter

Q1 2025

Published March 31, 2025

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$134.75USD

-4.9% vs last month

$100.86Pitched

+33.6% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Toll Brothers is part of the fund's homebuilders bucket, which benefits from a structural housing shortage in the United States estimated at 4 to 7 million homes. Scale homebuilders like...

— Mohnish Pabrai

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