Intrepid Capital Management’s Toast TOST Stock Holding History

Intrepid Capital Management’s Portfolio TOST Stock Details TOST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$509K	Hold	18,295	–	–	0.18%	77
2026 Q1	$485K	Buy	18,295 +452	+3%	+$13.5K	0.19%	77
2025 Q4	$634K	Buy	17,843 +1,200	+7%	+$43.3K	0.25%	70
2025 Q3	$608K	Sell	16,643 -1,165	-7%	-$50.6K	0.24%	71
2025 Q2	$789K	Buy	17,808 +235	+1%	+$9.24K	0.32%	67
2025 Q1	$583K	Hold	17,573	–	–	0.28%	66
2024 Q4	$641K	Hold	17,573	–	–	0.33%	56
2024 Q3	$497K	Hold	17,573	–	–	0.28%	68
2024 Q2	$453K	Sell	17,573 -782	-4%	-$18.9K	0.29%	67
2024 Q1	$457K	Buy	18,355 +10,301	+128%	+$213K	0.3%	63
2023 Q4	$147K	Buy	8,054 +3,486	+76%	+$57.2K	0.1%	94
2023 Q3	$85.6K	Buy	4,568 +2	+0%	+$43	0.06%	105
2023 Q2	$103K	Buy	+4,566	New	+$91.1K	0.07%	101

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Intrepid Capital Management's TOST Position: Q2 2026 in Review

Intrepid Capital Management held its Toast (TOST) position steady in Q2 2026 at 18,295 shares worth $509K. The position accounts for 0.18% of the portfolio, ranked #77.

Intrepid Capital Management first reported a position in TOST in Q2 2023 and has held it in 13 quarters since. The position peaked at $789K in Q2 2025. 597 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Intrepid Capital Management held 18,295 shares of Toast worth $509K as of Q2 2026.
Intrepid Capital Management left its Toast share count unchanged in Q2 2026.
Toast made up 0.18% of Intrepid Capital Management's portfolio in Q2 2026, its #77 holding.
Intrepid Capital Management first reported a position in Toast in Q2 2023 and has held it in 13 quarters since.
Intrepid Capital Management's Toast position peaked at $789K in Q2 2025.
597 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Intrepid Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.