TPH
Tri Pointe Homes Inc
2 super-investors hold TPH worth a combined $11M. The largest position: Third Avenue Management at 1.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 26 — ranked #507 of 724 scored stocks.
Why super-investors own TPH
Interest in TPH within this cohort is minimal and static: just two managers hold the stock, with combined exposure of $11M and no activity whatsoever in 2026Q1 — no additions, trims, or position changes of any kind. Third Avenue Management is the higher-conviction holder at 1.2% of its portfolio ($7M), consistent with the value-oriented, asset-intensive names the firm typically favors. Joel Greenblatt holds a rounding-error position at roughly $4M. The cohort owner count has held at one primary holder for eight consecutive quarters before Greenblatt's presence registers, suggesting no meaningful accumulation trend. Collective super-investor interest here is negligible and shows no sign of broadening.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 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 | 1.2% | 37q | $7M | 155,855 |
| 2 | Joel Greenblatt | <0.1% | 40q | $4M | 89,011 |
Owners of TPH also hold
Long US equity 13F-HR filings only. CUSIP 87265H109. Not investment advice.