FRP Holdings, Inc. (the "Company") is a holding company engaged in various real estate businesses. The segments of the Company include: (i) leasing and management of commercial properties owned by the Company, (ii) leasing and management of mining royalty land owned by the Company, (ii) real property acquisition, entitlement, development and construction primarily for apartment, retail, warehouse, and office buildings either alone or through joint ventures, (iv) ownership, leasing and management of buildings through joint ventures.
Company profile
Ticker
FRPH
Exchange
Website
CEO
John Daniel Baker
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
FRP PROPERTIES INC, PATRIOT TRANSPORTATION HOLDING INC
SEC CIK
Corporate docs
Subsidiaries
Florida Rock Properties, Inc. • FRP Hollander 95 LLC • FRP Development Corp. • FRP Cranberry Run LLC • FRP Bird River LLC • 34 Loveton Center LLC • FRP Hampstead LLC • FRP Mechanics Valley LLC • 1800 Half Street Owner LLC • Lake Louisa LLC ...
IRS number
592924957
FRPH stock data
Latest filings (excl ownership)
10-Q
2023 Q1
Quarterly report
15 May 23
8-K
Submission of Matters to a Vote of Security Holders
15 May 23
8-K
First Quarter Operational Highlights
10 May 23
8-K
Other Events
25 Apr 23
DEF 14A
Definitive proxy
27 Mar 23
ARS
2022 FY
Annual report to shareholders
24 Mar 23
10-K
2022 FY
Annual report
22 Mar 23
8-K
Fourth Quarter Operational Highlights
8 Mar 23
8-K
Departure of Directors or Certain Officers
9 Dec 22
10-Q
2022 Q3
Quarterly report
14 Nov 22
Transcripts
FRPH
Earnings call transcript
2023 Q1
11 May 23
FRPH
Earnings call transcript
2022 Q4
8 Mar 23
FRPH
Earnings call transcript
2022 Q3
12 Nov 22
FRPH
Earnings call transcript
2022 Q2
15 Aug 22
FRPH
Earnings call transcript
2022 Q1
14 May 22
FRPH
Earnings call transcript
2021 Q2
8 Aug 21
FRPH
Earnings call transcript
2021 Q1
8 May 21
FRPH
Earnings call transcript
2020 Q4
4 Mar 21
FRPH
Earnings call transcript
2020 Q3
8 Nov 20
FRPH
Earnings call transcript
2020 Q3
8 Nov 20
Latest ownership filings
4
JOHN D BAKER II
2 Jun 23
4
JOHN D BAKER II
31 May 23
144/A
Notice of proposed sale of securities (amended)
25 May 23
144
Notice of proposed sale of securities
22 May 23
4
Margaret B. Wetherbee
12 May 23
4
Nicole B. Thomas
12 May 23
4
John S Surface
12 May 23
4
MARTIN E STEIN JR
12 May 23
4
WILLIAM H WALTON III
12 May 23
4
CHARLES E COMMANDER III
11 May 23
Financial summary
| Quarter (USD) | Mar 23 | Dec 22 | Sep 22 | Jun 22 | |
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| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 173.30 mm | 173.30 mm | 173.30 mm | 173.30 mm | 173.30 mm | 173.30 mm |
| Cash burn (monthly) | 1.40 mm | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | 3.12 mm | n/a | n/a | n/a | n/a | n/a |
| Cash remaining | 170.18 mm | n/a | n/a | n/a | n/a | n/a |
| Runway (months of cash) | 121.6 | n/a | n/a | n/a | n/a | n/a |
Institutional ownership, Q1 2023
75.8% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 75 |
| Opened positions | 3 |
| Closed positions | 4 |
| Increased positions | 29 |
| Reduced positions | 18 |
| 13F shares | Current |
|---|---|
| Total value | 245.01 bn |
| Total shares | 7.21 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Baker John D Ii | 1.11 mm | $64.57 mm |
| Hyman Charles D | 966.58 k | $55.95 bn |
| Cynthia P. Ogden, as trustee for separate Trust for Sarah B. Porter created under Cynthia L'Engle Baker Trust U/A/D April 30, 1965 | 913.91 k | $41.63 mm |
| CLB 1965 | 913.91 k | $0.00 |
| Vanguard | 621.87 k | $35.99 bn |
| BLK Blackrock | 551.56 k | $31.92 bn |
| Dimensional Fund Advisors | 495.32 k | $28.67 bn |
| Royce & Associates | 209.74 k | $12.14 bn |
| Estabrook Capital Management | 175.82 k | $10.18 bn |
| Geode Capital Management | 137.94 k | $7.98 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 May 23 | Baker John D Ii | Common Stock | Buy | Acquire P | No | No | 53.21 | 4,525 | 240.78 k | 24,549 |
| 30 May 23 | Baker John D Ii | Common Stock | Buy | Acquire P | No | No | 53.52 | 2,225 | 119.08 k | 20,024 |
| 26 May 23 | Baker John D Ii | Common Stock | Buy | Acquire P | No | No | 53.68 | 1,293 | 69.41 k | 17,799 |
| 10 May 23 | Commander Charles E Iii | Common Stock | Grant | Acquire A | No | No | 57.8 | 1,730 | 99.99 k | 34,920 |
| 10 May 23 | Walton William H Iii | Common Stock | Grant | Acquire A | Yes | No | 0 | 1,730 | 0.00 | 20,920 |
| 10 May 23 | Martin E Stein JR | Common Stock | Grant | Acquire A | No | No | 0 | 1,730 | 0.00 | 74,377 |