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 2026-06-06 from SEC 13F data.
Live quotes available for 48 of 64 rows. Rows without a quote are marked unavailable.
| 1 | TDW | Tidewater Inc. | 8.33% | Add +8.1% | 875,157 | $40.37M | $46.13 | |
| 2 | DB | Deutsche Bank AG | 6.22% | Reduce -29.4% | 1,021,558 | $30.18M | $29.55 | |
| 3 | HCC | Warrior Met Coal Inc. | 6.06% | Add +4.6% | 641,684 | $29.41M | $45.83 | |
| 4 | VAL | Valaris Ltd. | 5.09% | Add +2.8% | 585,921 | $24.67M | $42.11 | |
| 5 | BN | Brookfield Corp. | 4.82% | - | 378,249 | $23.39M | $61.85 | |
| 6 | CBRE | CBRE Group, Inc. | 4.76% | Reduce -0.2% | 164,710 | $23.08M | $140.12 | |
| 7 | FPH | Five Point Holdings LLC - CL A | 4.68% | - | 4,125,911 | $22.69M | $5.50 | |
| 8 | LEN-B | Lennar Corp - Class B | 3.21% | Add +0.2% | 148,033 | $15.58M | $105.25 | |
| 9 | PLD | Prologis Inc. | 3.15% | Add +12.7% | 145,522 | $15.3M | $105.12 | |
| 10 | UHAL-B | U-Haul Holding Company | 2.91% | Add +3.9% | 259,510 | $14.11M | $54.37 | |
| 11 | JLL | Jones Lang Lasalle | 2.73% | Reduce -0.6% | 51,690 | $13.22M | $255.78 | |
| 12 | SUI | Sun Communities Inc. | 2.54% | Add +7.2% | 97,210 | $12.3M | $126.49 | |
| 13 | UMBF | UMB Financial Corporation | 2.23% | Reduce -0.0% | 102,763 | $10.81M | $105.16 | |
| 14 | PHM | PulteGroup Inc. | 2.11% | Add +51.9% | 96,931 | $10.22M | $105.46 | |
| 15 | CMA | Comerica Inc. | 2.11% | Reduce -43.5% | 171,210 | $10.21M | No quote | No quote |
| 16 | DHI | DR Horton Inc. | 2.08% | Reduce -0.7% | 78,189 | $10.08M | $128.92 | |
| 17 | MYRG | MYR Group Inc. | 2.04% | Reduce -25.0% | 54,595 | $9.91M | $181.45 | |
| 18 | PRA | Proassurance Corp. | 1.81% | Reduce -31.8% | 384,640 | $8.78M | $22.83 | |
| 19 | BATRA | Atlanta Braves Holdings Inc - A | 1.67% | - | 164,438 | $8.09M | $49.21 | |
| 20 | ITIC | Investors Title Co. | 1.56% | Reduce -8.1% | 35,752 | $7.55M | $211.30 | |
| 21 | PB | Prosperity Bancshares Inc. | 1.48% | - | 102,168 | $7.18M | $70.24 | |
| 22 | KALU | Kaiser Aluminum Corp. | 1.48% | Add +12.2% | 89,535 | $7.15M | $79.90 | |
| 23 | AMH | American Homes 4 Rent | 1.42% | Reduce -0.8% | 191,066 | $6.89M | $36.07 | |
| 24 | FNF | FNF Group | 1.37% | - | 118,656 | $6.65M | $56.06 | |
| 25 | ECPG | Encore Capital Group Inc. | 1.37% | - | 171,022 | $6.62M | $38.71 | |
| 26 | FR | First Industrial Realty Trust, Inc. | 1.32% | Reduce -1.4% | 132,663 | $6.39M | $48.13 | |
| 27 | SBSI | Southside Bancshares Inc. | 1.27% | - | 209,426 | $6.16M | $29.43 | |
| 28 | LXU | LSB Industries Inc. | 1.27% | - | 789,447 | $6.16M | $7.80 | |
| 29 | COLL | Collegium Pharmaceutical Inc. | 1.24% | - | 203,401 | $6.01M | $29.57 | |
| 30 | SUPN | Supernus Pharmaceuticals, Inc. | 1.23% | - | 189,493 | $5.97M | $31.52 | |
| 31 | RYN | Rayonier Inc. | 1.18% | Reduce -0.1% | 258,129 | $5.73M | $22.18 | |
| 32 | FRPH | FRP Holdings Inc. | 1.17% | Reduce -16.4% | 211,440 | $5.69M | $26.89 | |
| 33 | WY | Weyerhaeuser Company | 1.17% | - | 220,849 | $5.67M | $25.69 | |
| 34 | TPH | Tri Pointe Group Inc. | 1.03% | - | 155,830 | $4.98M | $31.95 | |
| 35 | CET | Central Securities Corporation | 1.00% | Reduce -8.4% | 101,812 | $4.87M | $47.86 | |
| 36 | UNF | UniFirst Corporation | 0.91% | - | 23,356 | $4.4M | $188.22 | |
| 37 | AMBC | Ambac Financial Group | 0.88% | Add +64.7% | 603,391 | $4.28M | No quote | No quote |
| 38 | CTLP | Cantaloupe, Inc. | 0.84% | New | 370,013 | $4.07M | $10.99 | |
| 39 | ICFI | ICF International, Inc. | 0.82% | - | 47,024 | $3.98M | $84.71 | |
| 40 | ORI | Old Republic International Corp. | 0.78% | Reduce -70.7% | 98,535 | $3.79M | $38.44 | |
| 41 | SKY | Champion Homes, Inc. | 0.77% | New | 59,865 | $3.75M | $62.61 | |
| 42 | WCC | Wesco International | 0.77% | Add +35.6% | 20,093 | $3.72M | $185.20 | |
| 43 | SD | Sandridge Energy Inc. | 0.74% | - | 330,698 | $3.58M | $10.82 | |
| 44 | BXC | Bluelinx Holdings Inc. | 0.71% | Add +55.2% | 46,357 | $3.45M | $74.38 | |
| 45 | ALG | Alamo Group, Inc. | 0.67% | Reduce -41.8% | 14,869 | $3.25M | $218.38 | |
| 46 | SEB | Seaboard Corp. | 0.60% | Reduce -23.1% | 1,015 | $2.9M | $2861.20 | |
| 47 | OCFC | OceanFirst Financial Trust | 0.59% | Add +39.1% | 162,238 | $2.86M | $17.61 | |
| 48 | PBF | PBF Energy Inc. | 0.59% | - | 131,050 | $2.84M | $21.67 | |
| 49 | HBB | Hamilton Beach Brand | 0.48% | Reduce -47.4% | 131,461 | $2.35M | No quote | No quote |
| 50 | MRP | Millrose Properties, Inc. | 0.30% | Reduce -37.3% | 50,697 | $1.45M | $28.51 | |
| 51 | BATRK | Atlanta Braves Holdings Inc - C | 0.25% | - | 26,104 | $1.22M | $46.77 | |
| 52 | VC | Visteon Corp. | 0.20% | New | 10,298 | $960.8K | No quote | No quote |
| 64 | WSR | Whitestone REIT | - | Sold | 0 | $0 | No quote | No quote |
| 63 | VTMX | Vesta Real Estate Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 62 | UHAL | U-Haul Holding Company | - | Sold | 0 | $0 | No quote | No quote |
| 61 | RMR | The RMR Group Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 60 | STC | Stewart Information Services Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 59 | PCH | Potlatchdeltic Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 58 | IVT | Inventrust Properties Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 57 | GRBK | Green Brick Partners | - | Sold | 0 | $0 | No quote | No quote |
| 56 | EQC | Equity Commonwealth | - | Sold | 0 | $0 | No quote | No quote |
| 55 | ELME | Elme Communities | - | Sold | 0 | $0 | No quote | No quote |
| 54 | CTO | CTO Realty Growth, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 53 | BAM | Brookfield Asset Mgmt. CL A | - | Sold | 0 | $0 | No quote | No quote |