What smart money is saying about Fidelity National Financial, Inc.
FNF
No fund has written a full thesis on Fidelity National Financial, Inc. in our archive, but 2 fund letters report a position in it — most recently Third Avenue Real Estate Value Fund in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Fidelity National Financial, Inc. — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“Following these changes, the Fund had 40.7% of its capital invested in U.S.-based companies focused on Residential Real Estate, including those involved with: Homebuilding (Lennar Corp., PulteGroup, D.R. Horton, and Champion Homes); Niche Rental Platforms (Sun Communities, AMH, and Brookdale Senior Living); Land and Timber (Five Point and Weyerhaeuser); and Mortgage and Title Insurance (Fannie Mae, Freddie Mac, and Fidelity National).”
Fidelity National Financial, Inc. - December 2025
“Outside of this addition, the Fund’s activity was modest in nature. The other primary changes included the Fund adding to issuers where the price-to-value gap widened, including the Unite Group (U.K. student housing), Fidelity National Financial, and AMH Inc. (U.S. single-family rentals).”
Fidelity National Financial, Inc.
Read the letters behind these Fidelity National Financial, Inc. positions
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