Investment Managers Series Trust III

Investment Managers Series Trust III (CIK 924727) is an SEC-registered fund company with 11 reporting fund series and $27.3B in net assets as of 2026-05-31.

Registrant

Fund series (11)

SeriesNet assets
FPA Crescent Fund$11.8B
FPA New Income Fund$11.1B
FPA Flexible Fixed Income Fund$2.1B
FPA Queens Road Small Cap Value Fund$1.4B
FPA Global Equity ETF$387.1M
FPA International Value Fund$301.3M
Mast Multialternative Strategy Fund$206.2M
FPA Queens Road Value Fund$56.5M
FPA U.S. Core Equity Fund, Inc.$52.3M
Mast Managed Futures Strategy Fund$33.0M
FPA Short Duration Government ETF$6.2M

Largest reported holdings (across all series)

HoldingValue
MSILF Treasury Portfolio$4.8M
Oracle Corp$4.2M
Trane Technologies PLC$4.2M
Eaton Corp PLC$4.0M
American Express Co$3.5M
Intel Corp$3.0M
General Dynamics Corp$2.8M
JPMorgan Chase & Co$2.7M
Ameriprise Financial Inc$2.7M
Cisco Systems Inc$2.5M
Berkshire Hathaway Inc$2.1M
Bank of New York Mellon Corp/T$2.0M
Pfizer Inc$2.0M
Hershey Co/The$1.9M
Centene Corp$1.8M

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