Third Avenue Management
As of Q1 2026, this manager reported 53 long-equity positions worth $616.04M in aggregate.
As of Q1 2026, Third Avenue Management's Third Avenue Management held 53 long-equity positions with a reported value of $616.04M.
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Updated 2026-05-11 from SEC 13F data.
Live quotes available for 43 of 56 rows. Rows without a quote are marked unavailable.
| 1 | TDW | TIDEWATER INC NEW | 10.50% | Reduce -23.0% | 1,394,007 | $61.45M | $44.08 | |
| 2 | HCC | WARRIOR MET COAL INC | 8.43% | Add +5.4% | 1,343,267 | $49.31M | $36.71 | |
| 3 | DB | DEUTSCHE BANK AG | 5.23% | Add +4.3% | 3,011,103 | $30.61M | $10.16 | |
| 4 | LEN-B | LENNAR CORP CL B | 4.17% | Reduce -16.6% | 273,468 | $24.42M | $89.31 | |
| 5 | PLD | PROLOGIS INC. | 3.59% | Reduce -1.6% | 168,166 | $20.98M | $124.77 | |
| 6 | CMA | COMERICA INCORPORATED | 3.56% | Add +58.3% | 480,358 | $20.86M | No quote | No quote |
| 7 | ORI | OLD REP INTL CORP | 3.56% | Reduce -0.4% | 834,431 | $20.84M | $24.97 | |
| 8 | VAL | VALARIS LIMITED | 3.44% | Add +3.1% | 309,204 | $20.12M | $65.06 | |
| 9 | DHI | D R HORTON INC | 3.33% | Reduce -5.3% | 199,374 | $19.48M | $97.69 | |
| 10 | LAZ | LAZARD LTD | 3.10% | Add +20.1% | 547,950 | $18.14M | $33.11 | |
| 11 | BN | BROOKFIELD CORP | 2.90% | Add +0.1% | 521,226 | $16.99M | $32.59 | |
| 12 | UHAL-B | U-HAUL HOLDING COMPANY | 2.77% | - | 312,444 | $16.2M | $51.85 | |
| 13 | RYN | RAYONIER INC | 2.54% | Reduce -2.5% | 446,276 | $14.84M | $33.26 | |
| 14 | WY | WEYERHAEUSER CO | 2.50% | Reduce -2.7% | 485,347 | $14.62M | $30.13 | |
| 15 | HA | HAWAIIAN HOLDINGS INC. | 2.44% | Add +141.0% | 1,556,133 | $14.25M | No quote | No quote |
| 16 | CBRE | CBRE GROUP | 2.25% | Add +0.3% | 181,221 | $13.19M | $72.81 | |
| 17 | IVT | INVENTRUST PPTYS CORP | 2.17% | Reduce -21.6% | 542,852 | $12.7M | No quote | No quote |
| 18 | LOW | LOWE'S COMPANIES INC | 2.12% | - | 62,159 | $12.43M | $199.97 | |
| 19 | AMH | AMERICAN HOMES 4 RENT | 1.91% | Reduce -13.9% | 355,823 | $11.19M | $31.45 | |
| 20 | MYRG | MYR GRP INC | 1.88% | Reduce -13.8% | 87,201 | $10.99M | $126.01 | |
| 21 | FPH | FIVE POINT HOLDINGS LLC | 1.51% | Reduce -19.8% | 3,752,600 | $8.86M | $2.36 | |
| 22 | SEB | SEABOARD CORP DEL | 1.50% | - | 2,336 | $8.81M | $3770.01 | |
| 23 | UMBF | UMB FINL CORP | 1.47% | Add +15.9% | 149,423 | $8.62M | $57.72 | |
| 24 | FR | FIRST INDUSTRIAL REALTY TRUST, INC. | 1.44% | Add +0.3% | 158,010 | $8.41M | $53.20 | |
| 25 | PRA | PROASSURANCE CORP | 1.40% | Add +17.2% | 444,085 | $8.21M | $18.48 | |
| 26 | JLL | JONES LANG LASALLE INCORPORATED | 1.27% | New | 51,235 | $7.45M | $145.49 | |
| 27 | FRPH | FRP HOLDINGS INC | 1.25% | - | 126,671 | $7.33M | $57.88 | |
| 28 | WASH | WASHINGTON TST BCP | 1.21% | Add +11.8% | 204,314 | $7.08M | No quote | No quote |
| 29 | ICFI | ICF INTERNATIONAL | 1.20% | - | 63,802 | $7M | $109.70 | |
| 30 | SBSI | SOUTHSIDE BANCSHARES INC. | 1.19% | - | 209,426 | $6.95M | $33.20 | |
| 31 | ECPG | ENCORE CAPITAL GROUP INC. | 1.15% | Add +11.1% | 132,837 | $6.7M | $50.45 | |
| 32 | TPH | TRI POINTE HOMES INC | 1.12% | Reduce -21.4% | 259,463 | $6.57M | $25.32 | |
| 33 | PB | PROSPERITY BANCSHA | 1.07% | - | 101,965 | $6.27M | $61.52 | |
| 34 | BATRA | LIBERTY MEDIA CORPORATION | 1.03% | - | 174,128 | $6.02M | $34.58 | |
| 35 | ALG | ALAMO GROUP INC | 1.00% | - | 31,880 | $5.87M | $184.16 | |
| 36 | HBB | HAMILTON BEACH BRANDS HLDG CO | 1.00% | - | 570,298 | $5.84M | No quote | No quote |
| 37 | EME | EMCOR GROUP INC | 0.91% | - | 32,597 | $5.3M | No quote | No quote |
| 38 | KALU | KAISER ALUMINIUM CORPORATION | 0.82% | - | 64,315 | $4.8M | $74.63 | |
| 39 | SPHR | SPHERE ENTERTAINMENT CO | 0.82% | Add +27.8% | 81,238 | $4.8M | $59.07 | |
| 40 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.73% | Add +0.4% | 130,646 | $4.27M | $32.72 | |
| 41 | FNF | FIDELITY NATIONAL FINANCIAL, INC. | 0.72% | Reduce -32.0% | 121,428 | $4.24M | $34.93 | |
| 42 | CCF | CHASE CORP(MASS) | 0.72% | - | 40,292 | $4.22M | No quote | No quote |
| 43 | FIX | COMFORT SYSTEMS US | 0.72% | - | 28,902 | $4.22M | $145.96 | |
| 44 | CET | CENTRAL SECS CORP | 0.66% | - | 111,210 | $3.87M | $34.78 | |
| 45 | UNF | UNIFIRST CORP | 0.45% | - | 14,942 | $2.63M | $176.23 | |
| 46 | TPHS | TRINITY PLACE HOLDINGS INC. | 0.42% | Add +0.0% | 5,127,786 | $2.46M | No quote | No quote |
| 47 | ROIC | RETAIL OPPORTUNITY INVESTMENTS CORP | 0.18% | - | 75,000 | $1.05M | No quote | No quote |
| 48 | CTO | CTO RLTY GROWTH INC | 0.17% | - | 57,879 | $998.99K | $17.26 | |
| 49 | PCH | POTLATCHDELTIC CORP | 0.17% | - | 20,000 | $990K | No quote | No quote |
| 50 | STC | STEWART INFORMATION SVCS CORP | 0.12% | - | 17,000 | $685.95K | $40.35 | |
| 51 | RMR | THE RMR GROUP INC | 0.12% | - | 26,000 | $682.24K | No quote | No quote |
| 52 | GRBK | GREEN BRICK PARTNERS INC | 0.03% | - | 5,000 | $175.3K | $35.06 | |
| 53 | UHAL | U-HAUL HOLDING COMPANY | 0.02% | - | 1,508 | $89.95K | $59.65 | |
| 54 | SUPN | SUPERNUS PHARMACEUTICALS, INC | 0.02% | - | 2,460 | $89.13K | $36.23 | |
| 56 | STRS | Stratus Properties Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 55 | URTH | Ishares Inc | - | Sold | 0 | $0 | No quote | No quote |