Murray Stahl's TPH Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 85,966 shares of Tri Pointe Homes, Inc. (TPH) worth $4.02 M, representing 0.04% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Murray Stahl has maintained a long-term strategic position in TPH, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 3.45 M shares. Largest reduction occurred in Q4 2015, reducing 2.21 M shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's Tri Pointe Homes (TPH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Tri Pointe Homes (TPH) Trades by Murray Stahl
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +4 | Add 0.00% | 85,966 | $46.73 |
| Q3 2025 | -200 | Reduce 0.23% | 85,962 | $33.97 |
| Q2 2025 | -37,850 | Reduce 30.52% | 86,162 | $31.95 |
| Q4 2024 | -16,000 | Reduce 11.43% | 124,012 | $36.26 |
| Q3 2024 | +200 | Add 0.14% | 140,012 | $45.31 |
| Q1 2024 | +50,000 | Add 55.67% | 139,812 | $38.66 |
| Q3 2023 | -6,800 | Reduce 7.04% | 89,812 | $27.35 |
| Q1 2023 | -500 | Reduce 0.51% | 96,612 | $25.32 |
| Q4 2022 | -23,500 | Reduce 19.48% | 97,112 | $18.59 |
| Q3 2022 | -8,000 | Reduce 6.22% | 120,612 | $15.11 |
| Q2 2022 | -42,700 | Reduce 24.93% | 128,612 | $16.87 |
| Q1 2022 | -1,800 | Reduce 1.04% | 171,312 | $20.08 |
| Q4 2021 | -6,950 | Reduce 3.86% | 173,112 | $27.89 |
| Q3 2020 | +15,963 | Add 9.73% | 180,062 | $18.14 |
| Q2 2020 | +650 | Add 0.40% | 164,099 | $14.69 |
| Q4 2019 | +16,544 | Add 11.26% | 163,449 | $15.58 |
| Q2 2019 | -469 | Reduce 0.32% | 146,905 | $11.97 |
| Q1 2019 | -26,116 | Reduce 15.05% | 147,374 | $12.64 |
| Q4 2018 | -22,262 | Reduce 11.37% | 173,490 | $10.93 |
| Q3 2018 | -46,639 | Reduce 19.24% | 195,752 | $12.40 |
| Q2 2018 | -9,500 | Reduce 3.77% | 242,391 | $16.36 |
| Q1 2018 | -7,749 | Reduce 2.98% | 251,891 | $16.43 |
| Q4 2017 | -732 | Reduce 0.28% | 259,640 | $17.92 |
| Q3 2017 | -4,267 | Reduce 1.61% | 260,372 | $13.81 |
| Q2 2017 | -297,127 | Reduce 52.89% | 264,639 | $13.19 |
| Q1 2017 | -571,109 | Reduce 50.41% | 561,766 | $12.54 |
| Q4 2016 | -1.78 M | Reduce 61.16% | 1.13 M | $11.48 |
| Q3 2016 | -256,724 | Reduce 8.09% | 2.92 M | $13.18 |
| Q2 2016 | -112,675 | Reduce 3.43% | 3.17 M | $11.82 |
| Q1 2016 | -1.05 M | Reduce 24.19% | 3.29 M | $11.78 |
| Q4 2015 | -2.21 M | Reduce 33.72% | 4.34 M | $12.67 |
| Q3 2015 | -1.36 M | Reduce 17.23% | 6.54 M | $13.09 |
| Q2 2015 | +4,715 | Add 0.06% | 7.9 M | $15.30 |
| Q1 2015 | +769,423 | Add 10.80% | 7.9 M | $15.43 |
| Q4 2014 | +1.61 M | Add 29.26% | 7.13 M | $15.25 |
| Q3 2014 | +3.45 M | Add 167.35% | 5.51 M | $12.94 |
| Q2 2014 | +2.06 M | New Buy | 2.06 M | $15.72 |
Murray Stahl's Tri Pointe Homes Investment FAQs
Murray Stahl first purchased Tri Pointe Homes, Inc. (TPH) in Q2 2014, acquiring 2,062,295 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held Tri Pointe Homes, Inc. (TPH) for 48 quarters since Q2 2014.
Murray Stahl's largest addition to Tri Pointe Homes, Inc. (TPH) was in Q3 2014, adding 5,513,594 shares worth $71.35 M.
According to the latest 13F filing for Q1 2026, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 85,966 shares of Tri Pointe Homes, Inc. (TPH), valued at approximately $4.02 M.
As of the Q1 2026 filing, Tri Pointe Homes, Inc. (TPH) represents approximately 0.04% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings.
Murray Stahl's peak holding in Tri Pointe Homes, Inc. (TPH) was 7,901,035 shares, as reported at the end of Q2 2015.