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 Q2 2026, 2 fund letters reported a position in Five Point Holdings, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions
- 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
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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