TRI Pointe Homes Inc (TPH) is gone from the Third Avenue Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 12, 2026. A quarter earlier the position was 156K shares worth about $7.3M, or 1.18% of the reported book. TPH had been in the portfolio for about 9 years, since the quarter ended March 31, 2017.
What did the 2026 Q2 filing report for TPH?
As of June 30, 2026, from the 13F-HR filed August 12, 2026.
| Before | After | |
|---|---|---|
| Shares | 156K | 0 |
| Reported value | $7.3M | $0 |
| Portfolio weight | 1.18% | 0% |
| Held since | 2017 Q1 | sold out in 2026 Q2 |
| Quarters held | 37 |
What did Third Avenue Management sell?
Third Avenue Management sold 156K shares of TPH between the quarter ended March 31, 2026 and June 30, 2026. The TPH exit was the 4th largest of the quarter's 42 position changes by percent change to portfolio.
Where does TPH sit in the Third Avenue Management portfolio?
Before the sale, TPH carried 1.18% of the Third Avenue Management portfolio, below the fund's average stock position of 2%. The largest stock position is TDW at 9.95%. Next come BCC at 7.47% and VAL at 5.99%. The three largest stocks together are 23.42% of the book. Across the 2026 Q2 portfolio, Third Avenue Management reported 55 stock positions, with 4 opened and 2 closed. The total portfolio value is about $625.3M, up 2% from the prior quarter.
How long has Third Avenue Management held TPH?
Third Avenue Management held TPH for about 9 years, from the quarter ended March 31, 2017 to March 31, 2026. The weight peaked at 1.18% in 2026 Q1. The share count had been unchanged the quarter before. Every reported trade is on the Third Avenue Management TPH trade history page.
FAQ
How many TPH shares did Third Avenue Management sell?
Third Avenue Management sold all 156K shares of TPH it reported a quarter earlier, worth about $7.3M.
When did Third Avenue Management first buy TPH?
Third Avenue Management first reported TPH in the quarter ended March 31, 2017.
How much of the Third Avenue Management portfolio was TPH?
TPH was 1.18% of the Third Avenue Management portfolio at the prior quarter-end, and 0% after the sale.