Ownership history in THIRD AVENUE MANAGEMENT LLC Β· 35 quarters on record
This page tracks every 13F SEC filing in which THIRD AVENUE MANAGEMENT LLC reported a position in Five Point Holdings LLC - CL A (FPH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π THIRD AVENUE MANAGEMENT LLC underperformed the S&P 500 by β19.8% annually on this FPH position. Timing score: 50% (15/30 decisions correct). Average cost basis: $8.92. Maximum drawdown during holding period: β84.2%.
β Significantly underperformed the S&P 500 by 19.8% ann.
34 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 30 add/trim decisions correct
Best entry: $2.89 (2023 Q2) Β· Worst: $14.76 (2017 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 14 trims. Bought during 8 of 18 down-price quarters. π More buys than sells across the holding period.
π THIRD AVENUE MANAGEMENT LLC has been actively increasing its FPH allocation β a bullish signal from insiders.
Currently 4.18% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size