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 51 of 57 rows. Rows without a quote are marked unavailable.
| 1 | TDW | Tidewater Inc. | 12.49% | Add +5.5% | 921,181 | $76.96M | $83.55 | |
| 2 | VAL | Valaris Ltd. | 8.09% | Reduce -13.0% | 508,186 | $49.82M | $98.04 | |
| 3 | BCC | Boise Cascade Company | 6.92% | Add +30.7% | 562,021 | $42.63M | $75.85 | |
| 4 | HCC | Warrior Met Coal Inc. | 5.50% | Reduce -37.6% | 364,002 | $33.91M | $93.15 | |
| 5 | HOG | Harley-Davidson Inc | 4.80% | New | 1,462,670 | $29.58M | $20.22 | |
| 6 | RHI | Robert Half, Inc. | 3.73% | New | 903,905 | $22.96M | $25.40 | |
| 7 | BN | Brookfield Corp. | 3.16% | Reduce -12.2% | 481,495 | $19.49M | $40.47 | |
| 8 | FPH | Five Point Holdings LLC - CL A | 3.03% | Reduce -6.1% | 3,861,162 | $18.69M | $4.84 | |
| 9 | CBRE | CBRE Group, Inc. | 3.00% | Reduce -7.2% | 136,330 | $18.47M | $135.46 | |
| 10 | PLD | Prologis Inc. | 2.70% | Reduce -13.4% | 125,945 | $16.65M | $132.18 | |
| 11 | ROG | Rogers Corp. | 2.63% | Reduce -24.3% | 151,025 | $16.21M | $107.33 | |
| 12 | UHAL-B | U-Haul Holding Company | 2.06% | Add +9.7% | 284,375 | $12.7M | $44.67 | |
| 13 | LEN-B | Lennar Corp - Class B | 1.95% | Reduce -3.5% | 142,843 | $12.02M | $84.12 | |
| 14 | SUI | Sun Communities Inc. | 1.87% | Reduce -5.6% | 91,455 | $11.52M | $125.96 | |
| 15 | PHM | PulteGroup Inc. | 1.82% | Reduce -5.5% | 95,128 | $11.19M | $117.61 | |
| 16 | DHI | DR Horton Inc. | 1.64% | Reduce -5.6% | 73,836 | $10.13M | $137.22 | |
| 17 | ECPG | Encore Capital Group Inc. | 1.62% | Reduce -16.7% | 142,512 | $9.99M | $70.12 | |
| 18 | JLL | Jones Lang Lasalle | 1.60% | Reduce -5.7% | 32,407 | $9.86M | $304.32 | |
| 19 | FNF | FNF Group | 1.46% | Reduce -5.8% | 193,455 | $8.97M | $46.38 | |
| 20 | UMBF | UMB Financial Corporation | 1.43% | - | 78,245 | $8.83M | $112.79 | |
| 21 | MYRG | MYR Group Inc. | 1.32% | Reduce -18.9% | 28,819 | $8.14M | $282.32 | |
| 22 | SUPN | Supernus Pharmaceuticals, Inc. | 1.28% | Reduce -19.4% | 152,724 | $7.89M | $51.69 | |
| 23 | BATRA | Atlanta Braves Holdings Inc - A | 1.26% | - | 164,438 | $7.75M | $47.15 | |
| 24 | SKY | Champion Homes, Inc. | 1.22% | Reduce -5.3% | 100,757 | $7.49M | $74.37 | |
| 25 | AMH | American Homes 4 Rent | 1.19% | Reduce -5.7% | 262,520 | $7.33M | $27.92 | |
| 26 | TPH | Tri Pointe Group Inc. | 1.18% | - | 155,855 | $7.28M | $46.73 | |
| 27 | UNF | UniFirst Corporation | 1.16% | - | 28,434 | $7.15M | $251.59 | |
| 28 | FSV | FirstService Corp. | 1.14% | Add +169.6% | 50,452 | $7.01M | $138.94 | |
| 29 | PB | Prosperity Bancshares Inc. | 1.11% | - | 102,168 | $6.86M | $67.18 | |
| 30 | PRA | Proassurance Corp. | 1.05% | Reduce -11.1% | 260,608 | $6.44M | $24.72 | |
| 31 | BKD | Brookdale Senior Living Inc. | 1.03% | New | 463,664 | $6.34M | $13.68 | |
| 32 | PBF | PBF Energy Inc. | 1.01% | - | 131,050 | $6.24M | $47.62 | |
| 33 | AMBC | Octave Specialty Group | 1.01% | Add +71.5% | 1,341,211 | $6.24M | No quote | No quote |
| 34 | LXU | LSB Industries Inc. | 0.92% | Reduce -51.7% | 381,096 | $5.68M | $14.90 | |
| 35 | ALG | Alamo Group, Inc. | 0.92% | Add +43.0% | 34,332 | $5.66M | $164.97 | |
| 36 | SD | Sandridge Energy Inc. | 0.88% | - | 330,818 | $5.4M | $16.31 | |
| 37 | WCC | Wesco International | 0.85% | Reduce -5.2% | 19,243 | $5.27M | $273.62 | |
| 38 | CPRX | Catalyst Pharmaceuticals | 0.84% | New | 210,161 | $5.2M | $24.76 | |
| 39 | COLL | Collegium Pharmaceutical Inc. | 0.83% | Reduce -23.7% | 155,143 | $5.13M | $33.07 | |
| 40 | CET | Central Securities Corporation | 0.82% | - | 101,812 | $5.06M | $49.66 | |
| 41 | ITIC | Investors Title Co. | 0.77% | - | 21,894 | $4.76M | $217.34 | |
| 42 | FR | First Industrial Realty Trust, Inc. | 0.76% | Reduce -22.6% | 81,016 | $4.69M | $57.85 | |
| 43 | ICFI | ICF International, Inc. | 0.76% | Add +35.7% | 71,736 | $4.68M | $65.29 | |
| 44 | OCFC | OceanFirst Financial Trust | 0.72% | Add +27.9% | 246,662 | $4.45M | $18.04 | |
| 45 | NYCB | Flagstar Bank | 0.71% | Add +52.4% | 331,241 | $4.36M | No quote | No quote |
| 46 | WY | Weyerhaeuser Company | 0.64% | Reduce -5.4% | 162,377 | $3.97M | $24.43 | |
| 47 | SBSI | Southside Bancshares Inc. | 0.59% | - | 116,879 | $3.63M | $31.09 | |
| 48 | KALU | Kaiser Aluminum Corp. | 0.58% | Reduce -65.0% | 29,881 | $3.6M | $120.51 | |
| 49 | BXC | Bluelinx Holdings Inc. | 0.57% | Add +0.1% | 64,369 | $3.49M | $54.18 | |
| 50 | QLYS | Qualy's, Inc. | 0.56% | New | 39,120 | $3.44M | $87.85 | |
| 51 | FRPH | FRP Holdings Inc. | 0.38% | Reduce -0.3% | 107,160 | $2.34M | $21.88 | |
| 52 | COMP | Compass Inc. | 0.22% | New | 187,469 | $1.37M | $7.31 | |
| 53 | BATRK | Atlanta Braves Holdings Inc - C | 0.18% | - | 26,104 | $1.11M | $42.70 | |
| 57 | RYN | Rayonier Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 56 | FG | F&G Annuities and Life | - | Sold | 0 | $0 | No quote | No quote |
| 55 | DB | Deutsche Bank AG | - | Sold | 0 | $0 | No quote | No quote |
| 54 | CTLP | Cantaloupe, Inc. | - | Sold | 0 | $0 | No quote | No quote |