CI
TPH

Cavalier Investments’s Tri Pointe Homes TPH Stock Holding History

Cavalier Investments’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,208
Closed -$769K – 83
2024
Q4 		$769K Buy
21,208
+864
+4% +$36K 0.26% 54
2024
Q3 		$922K Buy
20,344
+1,242
+7% +$53.1K 0.28% 64
2024
Q2 		$712K Buy
19,102
+558
+3% +$21K 0.22% 65
2024
Q1 		$717K Buy
18,544
+1,009
+6% +$35.4K 0.26% 67
2023
Q4 		$621K Buy
17,535
+415
+2% +$12.1K 0.23% 75
2023
Q3 		$468K Buy
17,120
+629
+4% +$19.3K 0.18% 85
2023
Q2 		$542K Buy
+16,491
New +$483K 0.2% 82

Other funds holding TPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cavalier Investments's TPH Position: Q1 2025 in Review

Cavalier Investments sold out of Tri Pointe Homes (TPH) in Q1 2025, closing a stake of 21,208 shares — an estimated $769K sold.

Cavalier Investments first reported a position in TPH in Q2 2023 and held it in 7 quarters. The position peaked at $922K in Q3 2024. 352 funds tracked by Wall St. Rank hold TPH as of Q1 2025.

  • Cavalier Investments reported no remaining Tri Pointe Homes position as of Q1 2025 after selling out during the quarter.
  • Cavalier Investments sold 21,208 Tri Pointe Homes shares in Q1 2025, an estimated $769K.
  • Cavalier Investments first reported a position in Tri Pointe Homes in Q2 2023 and held it in 7 quarters.
  • Cavalier Investments's Tri Pointe Homes position peaked at $922K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2025.

Based on Cavalier Investments's 13F filing for Q1 2025, filed 24 Apr 2025.