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FRP Holdings, Inc.

FRPH Real Estate
$22.68 +$0.74 (3.37%)
Market Cap: $435.42 M
Gurus Holding
3
Popularity Rank
#2749
% of Shares Held
2.14%
Net Activity (Q2 2026)
-$497,585.56

Guru Ownership Trend

Guru Analysis for FRP Holdings, Inc. (FRPH)

FRP Holdings, Inc. (FRPH), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $9.33 M.

Top institutional holders include Chuck Royce and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $497,585.56 net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 66.0%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 42.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$761,670.44
Total Buy Value
New Buys 0
Additions 2
-$1.26 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for FRP Holdings, Inc. (FRPH)

Major holders include Chuck Royce ($7.11 M), Cliff Asness ($1.87 M), Renaissance Technologies (RenTech) ($1.3 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 411,347 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $497,585.56, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited FRPH. The total reported sell value was $1.26 M.

Yes, 0 managers opened new positions in FRPH, and 2 increased their existing holdings. The total reported buy value was $761,670.44.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 0.3% 284,690 $7.11 M Q2 2026
0.00% Add 66.0% 74,657 $1.87 M Q2 2026
0.00% Reduce -42.1% 52,000 $1.3 M Q2 2026
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