What smart money is saying about Five Point Holdings
1 fund in our archive has pitched Five Point Holdings, most recently Third Avenue Small Cap Value Fund in December 2024.
Five Point Holdings, LLC, through its subsidiary, Five Point Operating Company, LP, owns and develops mixed-use and planned communities in Orange County, Los Angeles County, and San Francisco County. The company operates in four segments: Valencia, San Francisco, Great Park, and Commercial. It sells residential and commercial land sites to homebuilders, commercial developers, and commercial buyers; operates and owns a commercial office, medical campus, and other properties; and provides development and property management services. The company was formerly known as Newhall Holding Company, LLC and changed its name to Five Point Holdings, LLC in May 2016. Five Point Holdings, LLC was incorporated in 2009 and is headquartered in Irvine, California.
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Position history
Between Q4 2024 and Q3 2026, 5 fund letters reported a position in Five Point Holdings, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 2 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions
- September 2026
“Following these changes, the Fund had 37.8% of its capital invested in U.S.-based companies focused on Residential Real Estate, including those involved with: Homebuilding (Lennar Corp., PulteGroup, and Champion Homes); Niche Rental Platforms (Sun Communities, AMH, and Brookdale Senior Living); Building Products (Five Point, Home Depot, and Weyerhaeuser); and Mortgage and Title Insurance (Fannie Mae, Freddie Mac, and Fidelity National).”
Five Point Holdings - June 2026
Listed in Third Avenue Real Estate Value Fund’s reported holdings.
Five Point Holdings - March 2026
Listed in Third Avenue Real Estate Value Fund’s reported holdings.
Five Point Holdings - December 2025
“The largest negative performance contributions this quarter derived from Atlanta Braves Holdings, FivePoint Holdings and BlueLinx Holdings.”
Five Point Holdings - December 2025
“Following this activity, the Fund had 40.3% of its capital invested in U.S.-based companies focused on Residential Real Estate, including those involved with: Homebuilding (Lennar Corp., D.R. Horton, PulteGroup, and Champion Homes); Niche Rental Platforms (Sun Communities and AMH); Land and Timber (Five Point, Rayonier, and Weyerhaeuser); and Mortgage and Title Insurance (Fannie Mae, Freddie Mac, and Fidelity National).”
Five Point Holdings
Also mentioned · 1
These funds discuss Five Point Holdings as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedThird Avenue Small-Cap Value FundMarch 2026
“On the other hand, negative performance contributions were produced by insurance business Octave Specialty Group, pharmaceuticals company Collegium, government and commercial consulting company ICF International, landowner and developer Five Point Holdings and property title insurer Investors Title, among others.”
Five Point Holdings
Fund coverage · 1 thesis
- Third Avenue Small Cap Value FundDecember 2024
Five Point’s cost reductions, land monetization, and debt reduction efforts position it for significant value creation
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