Toll Brothers

Discussed in 1 interview.

Interviews

Spring 2026 Edgar Wachenheim III Greenhaven Associates Interview, p. 45 ↗
Ed Wachenheim on homebuilders that moved to a land-light model, NVR as the template, and why Greenhaven sits on roughly 48% cash.
Companies: NVR, Toll Brothers, Lennar, D.R. Horton, PulteGroup, NOV Housing Portfolio construction Career advice