Ownership history in THIRD AVENUE MANAGEMENT LLC Β· 36 quarters on record
This page tracks every 13F SEC filing in which THIRD AVENUE MANAGEMENT LLC reported a position in Tri Pointe Group Inc. (TPH). 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 outperformed the S&P 500 by +4.3% annually on this TPH position. Timing score: 65% (11/17 decisions correct). Average cost basis: $13.42. Maximum drawdown during holding period: β51.1%.
β
Outperformed SPY on this position by 4.3% ann.
35 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 17 add/trim decisions correct
Best entry: $10.93 (2018 Q4) Β· Worst: $33.97 (2025 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
10 adds Β· 7 trims. Bought during 4 of 16 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.89% 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