Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Five Point Holdings, LLC (FPH)
← All FPH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,861,162 3.03 Reduce 6.14% 0.26 $4.72–5.97 · VW $5.30i $18,688,024 SEC
2025   Q4 4,113,917 4.18 $5.59 $22,996,796 SEC
2025   Q3 4,113,917 4.73 Reduce 0.29% 0.01 $5.17–6.64 · VW $5.77i $25,218,311 SEC
2025   Q2 4,125,911 4.68 $5.50 $22,692,511 SEC
2025   Q1 4,125,911 4.42 $5.34 $22,032,365 SEC
2024   Q4 4,125,911 3.02 Add 24.61% 0.60 $3.42–4.36 · VW $3.89i $15,595,944 SEC
2024   Q3 3,310,930 2.25 $4.15 $13,740,360 SEC
2024   Q2 3,310,930 1.66 Add 0.22% <0.01 $2.83–3.36 · VW $3.07i $9,701,025 SEC
2024   Q1 3,303,663 1.65 Add 0.27% <0.01 $2.60–3.60 · VW $3.14i $10,340,465 SEC
2023   Q4 3,294,796 1.66 Reduce 12.04% 0.22 $2.13–3.26 · VW $2.65i $10,115,024 SEC
2023   Q3 3,745,875 1.82 Reduce 0.14% <0.01 $2.73–3.74 · VW $3.15i $10,863,038 SEC
2023   Q2 3,751,240 1.79 Reduce 0.04% <0.01 $2.19–3.00 · VW $2.41i $10,841,084 SEC
2023   Q1 3,752,600 1.51 Reduce 19.80% 0.38 $2.00–3.07 · VW $2.40i $8,856,136 SEC
2022   Q4 4,679,003 1.90 Reduce 13.51% 0.37 $1.88–2.75 · VW $2.27i $10,902,077 SEC
2022   Q3 5,409,751 2.77 Reduce 29.13% 1.55 $2.50–4.56 · VW $3.58i $14,066,000 SEC
2022   Q2 7,633,374 5.32 Reduce 12.76% 0.93 $3.76–6.37 · VW $5.17i $29,847,000 SEC
2022   Q1 8,749,913 7.29 Add 0.20% 0.01 $5.26–6.90 · VW $6.13i $53,462,000 SEC
2021   Q4 8,732,674 7.51 Reduce 1.86% 0.17 $5.39–8.20 · VW $6.38i $57,112,000 SEC
2021   Q3 8,898,419 9.38 Add 0.32% 0.03 $7.61–8.93 · VW $8.16i $69,675,000 SEC
2021   Q2 8,869,613 9.48 Reduce 1.07% 0.10 $6.58–8.73 · VW $7.68i $71,667,000 SEC
2021   Q1 8,965,823 8.96 Add 1.84% 0.16 $5.25–8.56 · VW $7.10i $67,782,000 SEC
2020   Q4 8,804,142 6.74 Reduce 14.38% 0.86 $4.00–6.24 · VW $5.24i $48,071,000 SEC
2020   Q3 10,282,860 5.96 Reduce 5.03% 0.35 $4.14–5.60 · VW $4.81i $42,880,000 SEC
2020   Q2 10,827,355 6.98 Reduce 7.05% 0.62 $4.14–6.17 · VW $5.03i $49,806,000 SEC
2020   Q1 11,648,430 8.73 Reduce 0.55% 0.04 $3.62–9.31 · VW $6.64i $59,058,000 SEC
2019   Q4 11,713,323 8.05 Add 6.25% 0.47 $6.12–7.22 · VW $6.78i $81,408,000 SEC
2019   Q3 11,024,313 7.46 Reduce 4.89% 0.36 $6.44–8.19 · VW $7.34i $82,683,000 SEC
2019   Q2 11,591,086 7.32 Add 0.30% 0.02 $6.88–9.40 · VW $7.90i $87,165,000 SEC
2019   Q1 11,556,368 8.20 Add 0.96% 0.08 $6.87–8.26 · VW $7.48i $105,972,000 SEC
2018   Q4 11,446,791 6.49 Add 12.02% 0.70 $6.64–9.49 · VW $7.91i $79,441,000 SEC
2018   Q3 10,218,135 5.43 Add 17.77% 0.82 $9.26–12.39 · VW $10.96i $96,153,000 SEC
2018   Q2 8,676,526 4.84 Add 225.09% 3.35 $10.25–14.99 · VW $12.27i $97,611,000 SEC
2018   Q1 2,668,974 1.94 Add 3.23% 0.06 $12.38–15.04 · VW $14.15i $38,060,000 SEC
2017   Q4 2,585,539 1.75 Add 4.82% 0.08 $12.00–14.75 · VW $13.68i $36,457,000 SEC
2017   Q3 2,466,661 1.53 $13.64 $33,646,000 SEC
2017   Q2 2,466,661 1.64 Buy 1.64 $14.01–16.74 · VW $15.49i
IPO/listing quarter
$36,408,000 SEC
Price snapshot:
Current price$5.12
Avg. buy price$9.52
+/- since buy-46.24%
52-week low$4.60
52-week high$6.64