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  FRP Holdings, Inc. (FRPH)
← All FRPH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 107,160 0.38 Reduce 0.25% <0.01 $20.53–24.62 · VW $22.34i $2,344,661 SEC
2025   Q4 107,429 0.44 Reduce 39.83% 0.32 $21.68–25.55 · VW $23.34i $2,448,307 SEC
2025   Q3 178,530 0.81 Reduce 15.56% 0.18 $23.97–27.56 · VW $25.30i $4,293,647 SEC
2025   Q2 211,440 1.17 Reduce 16.41% 0.24 $25.37–29.69 · VW $27.32i $5,685,622 SEC
2025   Q1 252,952 1.45 $28.57 $7,226,839 SEC
2024   Q4 252,952 1.50 $30.63 $7,747,920 SEC
2024   Q3 252,952 1.23 Reduce 0.04% <0.01 $26.99–30.99 · VW $29.28i $7,553,147 SEC
2024   Q2 253,055 1.24 Add 0.03% <0.01 $27.60–31.77 · VW $29.30i $7,217,129 SEC
2024   Q1 252,978 1.24 $30.70 $7,766,425 SEC
2023   Q4 252,978 1.31 $31.44 $7,953,628 SEC
2023   Q3 252,978 1.16 $27.27 $6,897,445 SEC
2023   Q2 252,978 1.20 Reduce 0.14% <0.01 $26.23–30.71 · VW $28.57i $7,281,972 SEC
2023   Q1 253,342 1.25 $28.94 $7,331,717 SEC
2022   Q4 253,342 1.19 Reduce 1.74% 0.02 $26.60–30.91 · VW $28.15i $6,822,500 SEC
2022   Q3 257,830 1.38 Reduce 15.43% 0.25 $26.54–31.76 · VW $28.49i $7,008,000 SEC
2022   Q2 304,870 1.64 $30.18 $9,200,000 SEC
2022   Q1 304,870 1.20 $28.90 $8,811,000 SEC
2021   Q4 304,870 1.16 $28.90 $8,811,000 SEC
2021   Q3 304,870 1.15 $27.97 $8,525,000 SEC
2021   Q2 304,870 1.12 Add 1.23% 0.01 $23.83–31.25 · VW $27.64i $8,488,000 SEC
2021   Q1 301,166 0.98 Add 16.08% 0.14 $21.50–26.49 · VW $24.20i $7,412,000 SEC
2020   Q4 259,446 0.83 Reduce 1.54% 0.01 $19.30–23.97 · VW $22.01i $5,909,000 SEC
2020   Q3 263,514 0.76 $20.84 $5,491,000 SEC
2020   Q2 263,514 0.75 $20.29 $5,347,000 SEC
2020   Q1 263,514 0.84 $21.50 $5,666,000 SEC
2019   Q4 263,514 0.65 $24.91 $6,563,000 SEC
2019   Q3 263,514 0.57 $24.01 $6,327,000 SEC
2019   Q2 263,514 0.62 $27.89 $7,349,000 SEC
2019   Q1 263,514 0.49 Add 6.27% 0.03 $22.83–27.11 · VW $24.58i $6,296,000 SEC
2018   Q4 247,974 0.47 Add 242.40% 0.33 $20.75–31.25 · VW $25.00i $5,705,000 SEC
2018   Q3 72,422 0.13 $31.06 $2,249,000 SEC
2018   Q2 72,422 0.12 Add 0.78% <0.01 $27.26–32.95 · VW $30.86i $2,345,000 SEC
2018   Q1 71,864 0.10 Buy 0.10 $21.67–29.25 · VW $26.31i $2,013,000 SEC
Price snapshot:
Current price$24.05
Avg. buy price$24.51
+/- since buy-1.87%
52-week low$20.53
52-week high$27.50