FPH
Five Point Holdings Llc-cl A
2 super-investors hold FPH worth a combined $19M. The largest position: Third Avenue Management at 3.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #445 of 724 scored stocks.
Why super-investors own FPH
Interest in FPH within this cohort is minimal and stable — two holders, no activity in 2026Q1, and the owner count has held flat at one or two names for at least eight consecutive quarters. Third Avenue Management is the only meaningful holder, carrying a 3.0% portfolio weight worth roughly $19M, consistent with the value-oriented, asset-heavy bias typical of their strategy. Joel Greenblatt holds a token position at under $800K, representing essentially zero portfolio weight. Neither manager added, trimmed, or exited this quarter. With no new entrants and no accumulation from existing holders, this is a quiet, concentrated situation driven almost entirely by Third Avenue's conviction rather than any broader cohort interest.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Third Avenue Management | 3.0% | 36q | $19M | 3,861,162 |
| 2 | Joel Greenblatt | <0.1% | 34q | $799K | 165,012 |
Owners of FPH also hold
Long US equity 13F-HR filings only. CUSIP 33833Q106. Not investment advice.