OCFC
Oceanfirst Financial Corp
2 super-investors hold OCFC worth a combined $14M. The largest position: Third Avenue Management at 0.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #281 of 724 scored stocks.
Why super-investors own OCFC
Coverage of OCFC within this cohort is minimal and stable: two managers hold a combined $14M, with Joel Greenblatt owning the larger dollar position at $9M but at a negligible portfolio weight, while Third Avenue Management carries the only meaningful conviction at 0.7% of its portfolio. Third Avenue added to its position in 2026Q1 — the sole activity from the cohort this quarter — continuing what has been a quiet, consistent hold with no new entrants recorded across the prior six quarters. The cohort owner count has held at one or two throughout, and there are no exits or trims to signal fading interest, though the aggregate position size suggests this remains a peripheral rather than high-conviction idea for the group overall.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 36q | $9M | 514,309 |
| 2 | Third Avenue Management | 0.7% | 6q | $4M | 246,662 |
Owners of OCFC also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | ADD | 0.7% | +28% | $4M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 675234108. Not investment advice.