Third Avenue Management’s Supernus Pharmaceuticals SUPN Stock Holding History

Third Avenue Management’s Portfolio SUPN Stock Details SUPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.89M	Sell	152,724 -36,769	-19%	-$1.87M	1.28%	22
2025 Q4	$9.42M	Hold	189,493	–	–	1.71%	19
2025 Q3	$9.1M	Hold	189,493	–	–	1.71%	18
2025 Q2	$5.97M	Hold	189,493	–	–	1.23%	30
2025 Q1	$6.21M	Hold	189,493	–	–	1.24%	30
2024 Q4	$6.85M	Hold	189,493	–	–	1.33%	27
2024 Q3	$5.91M	Buy	189,493 +375	+0.2%	+$11.7K	0.97%	38
2024 Q2	$5.06M	Buy	189,118 +29,401	+18%	+$852K	0.87%	40
2024 Q1	$5.45M	Hold	159,717	–	–	0.87%	41
2023 Q4	$4.62M	Buy	159,717 +43,168	+37%	+$1.14M	0.76%	41
2023 Q3	$3.27M	Buy	116,549 +49,487	+74%	+$1.51M	0.55%	46
2023 Q2	$2.02M	Buy	67,062 +64,602	+2,626%	+$2.26M	0.33%	46
2023 Q1	$89.1K	Hold	2,460	–	–	0.02%	54
2022 Q4	$87.7K	Hold	2,460	–	–	0.02%	55
2022 Q3	$84K	Hold	2,460	–	–	0.02%	53
2022 Q2	$72K	Buy	+2,460	New	+$70.5K	0.01%	56

Other funds holding SUPN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Third Avenue Management's SUPN Position: Q1 2026 in Review

Third Avenue Management reduced its Supernus Pharmaceuticals (SUPN) stake by 19% in Q1 2026, selling an estimated $1.87M and leaving 152,724 shares worth $7.89M. The position accounts for 1.28% of the portfolio, ranked #22.

Third Avenue Management first reported a position in SUPN in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.42M in Q4 2025. 327 funds tracked by Wall St. Rank hold SUPN as of Q1 2026.

Third Avenue Management held 152,724 shares of Supernus Pharmaceuticals worth $7.89M as of Q1 2026.
Third Avenue Management sold 36,769 Supernus Pharmaceuticals shares in Q1 2026, an estimated $1.87M.
Supernus Pharmaceuticals made up 1.28% of Third Avenue Management's portfolio in Q1 2026, its #22 holding.
Third Avenue Management first reported a position in Supernus Pharmaceuticals in Q2 2022 and has held it in 16 quarters since.
Third Avenue Management's Supernus Pharmaceuticals position peaked at $9.42M in Q4 2025.
327 funds tracked by Wall St. Rank held Supernus Pharmaceuticals as of Q1 2026.

Based on Third Avenue Management's 13F filing for Q1 2026, filed 13 May 2026.