Skip to main content
Focused investors/Third Avenue Management

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.

Get email alerts when Third Avenue Management files a new 13F — sign in or create a free account.

Updated 2026-05-10 from SEC 13F data.

Live quotes available for 48 of 61 rows. Rows without a quote are marked unavailable.

1HCCWarrior Met Coal Inc.10.85%Reduce -5.8%1,267,353$64.71M$51.0652w: $28.97 - $52.99; reported $51.06
2TDWTidewater Inc.9.81%Reduce -26.3%809,185$58.49M$72.2852w: $21.86 - $73.55; reported $72.28
3VALValaris Ltd.5.37%-419,726$32.04M$76.3452w: $51.41 - $80.00; reported $76.34
4DBDeutsche Bank AG4.57%Reduce -18.5%2,485,341$27.26M$10.9752w: $7.25 - $13.57; reported $10.97
5ORIOld Republic International Corp.3.78%Reduce -1.2%826,557$22.54M$27.2752w: $20.75 - $29.89; reported $27.27
6LEN-BLennar Corp - Class B3.60%Reduce -3.5%205,872$21.46M$104.2552w: $54.14 - $115.10; reported $104.25
7CMAComerica Inc.3.26%Reduce -17.2%475,896$19.42MNo quoteNo quote
8DHIDR Horton Inc.2.90%Reduce -4.1%158,814$17.3M$108.9252w: $66.01 - $132.30; reported $108.92
9LAZLazard Ltd.2.86%-550,206$17.07M$31.0352w: $27.71 - $43.44; reported $31.03
10BNBrookfield Corp.2.80%Reduce -0.1%520,352$16.69M$32.0852w: $18.83 - $25.65; reported $32.08
11UHAL-BU-Haul Holding Company2.79%Reduce -0.1%311,959$16.64M$53.3452w: $43.62 - $68.29; reported $53.34
12PLDPrologis Inc.2.31%Reduce -18.5%122,689$13.76M$112.1352w: $98.03 - $136.67; reported $112.13
13WYWeyerhaeuser Company2.23%Reduce -10.3%435,244$13.28M$30.5152w: $27.65 - $36.00; reported $30.51
14CBRECBRE Group, Inc.2.22%Reduce -0.2%180,902$13.26M$73.3052w: $66.31 - $89.58; reported $73.30
15AMHAmerican Homes 4 Rent2.02%Reduce -0.2%355,261$12.03M$33.8652w: $28.79 - $37.97; reported $33.86
16LOWLowe's Companies Inc.1.99%Reduce -0.2%56,992$11.84M$207.7852w: $176.50 - $237.21; reported $207.78
17RYNRayonier Inc.1.98%Reduce -6.3%418,193$11.81M$28.2452w: $27.73 - $37.79; reported $28.24
18MYRGMYR Group Inc.1.85%Reduce -0.1%80,806$11M$136.1952w: $76.97 - $156.63; reported $136.19
19FPHFive Point Holdings LLC - CL A1.82%Reduce -0.1%3,745,875$10.86M$2.9052w: $1.88 - $3.74; reported $2.90
20JLLJones Lang Lasalle1.75%Reduce -0.2%74,258$10.42M$140.2852w: $123.00 - $188.61; reported $140.28
21IVTInventrust Properties Corp.1.73%Reduce -0.1%432,420$10.3MNo quoteNo quote
22HAHawaiian Holdings Inc.1.71%-1,562,125$10.2MNo quoteNo quote
23UMBFUMB Financial Corporation1.54%-149,284$9.19M$61.5352w: $50.68 - $92.70; reported $61.53
24SEBSeaboard Corp.1.48%-2,333$8.8M$3773.2352w: $3375.01 - $4090.63; reported $3773.23
25PRAProassurance Corp.1.40%Add +0.0%443,619$8.36M$18.8552w: $11.87 - $22.82; reported $18.85
26WASHWashington Trust Bancorp.1.35%Add +44.5%294,994$8.05MNo quoteNo quote
27ECPGEncore Capital Group Inc.1.35%Add +17.8%170,678$8.05M$47.1452w: $42.50 - $58.46; reported $47.14
28FRFirst Industrial Realty Trust, Inc.1.26%Reduce -0.2%157,758$7.51M$47.6052w: $42.91 - $55.51; reported $47.60
29HBBHamilton Beach Brand1.19%-569,404$7.12MNo quoteNo quote
30KALUKaiser Aluminum Corp.1.19%-96,721$7.09M$73.3352w: $56.79 - $97.58; reported $73.33
31ICFIICF International, Inc.1.17%-57,779$6.97M$120.6752w: $94.53 - $136.82; reported $120.67
32FRPHFRP Holdings Inc.1.16%-126,489$6.9M$54.5352w: $26.23 - $30.91; reported $54.53
33BATRAAtlanta Braves Holdings Inc - A1.06%New164,438$6.33M$38.5152w: $28.00 - $54.94; reported $38.51
34SBSISouthside Bancshares Inc.1.01%-209,426$6.01M$28.7052w: $25.38 - $40.38; reported $28.70
35ALGAlamo Group, Inc.0.96%-31,880$5.74M$180.0252w: $123.00 - $200.81; reported $180.02
36PBProsperity Bancshares Inc.0.92%-101,965$5.49M$53.8052w: $52.62 - $78.76; reported $53.80
37FNFFNF Group0.84%Reduce -0.2%121,207$5.01M$41.3352w: $30.70 - $43.89; reported $41.33
38FIXComfort Systems USA Inc.0.76%-25,704$4.54M$176.4752w: $97.50 - $192.33; reported $176.47
39BAMBrookfield Asset Mgmt. CL A0.74%Reduce -0.2%130,437$4.4M$33.7752w: $26.76 - $36.50; reported $33.77
40ITICInvestors Title Co.0.73%Add +343.6%29,599$4.37M$147.7652w: $125.80 - $167.84; reported $147.76
41TPHTri Pointe Group Inc.0.73%-155,997$4.34M$27.8252w: $14.59 - $34.04; reported $27.82
42SUISun Communities Inc.0.72%Add +217.2%36,527$4.32M$118.3952w: $117.20 - $163.83; reported $118.39
43SPHRMadison Square Garden Entertainment0.70%Reduce -13.6%111,252$4.19M$37.6452w: $18.00 - $43.93; reported $37.64
44CETCentral Securities Corporation0.66%-111,210$3.96M$35.5752w: $33.01 - $37.30; reported $35.57
45UNFUniFirst Corporation0.55%-19,837$3.27M$165.0152w: $150.50 - $205.59; reported $165.01
46SUPNSupernus Pharmaceuticals, Inc.0.55%Add +73.8%116,549$3.27M$28.0852w: $27.26 - $42.09; reported $28.08
47TPHSTrinity Place Holdings0.31%-5,127,786$1.87MNo quoteNo quote
48ROICRetail Opportunity Investments Corp.0.19%-90,000$1.12MNo quoteNo quote
49CTOCTO Realty Growth, Inc.0.17%-63,000$1.02M$16.2452w: $15.70 - $21.33; reported $16.24
50EQCEquity Commonwealth0.17%-55,000$1.01MNo quoteNo quote
51RMRThe RMR Group Inc.0.15%-37,000$914.27KNo quoteNo quote
52BATRKAtlanta Braves Holdings Inc - C0.15%New25,700$913.64K$35.5552w: $27.22 - $50.15; reported $35.55
53PCHPotlatchdeltic Corp.0.15%-20,000$902.8KNo quoteNo quote
54ELMEElme Communities0.15%Add +44.4%65,000$878.8KNo quoteNo quote
55WSRWhitestone REIT0.13%-80,000$773.6K$9.6752w: $8.15 - $10.74; reported $9.67
56STCStewart Information Services Corp.0.13%-17,000$762.62K$44.8652w: $35.96 - $51.72; reported $44.86
57LXULSB Industries Inc.0.05%New30,618$314.14K$10.2652w: $8.15 - $18.47; reported $10.26
58GRBKGreen Brick Partners0.04%-5,000$212.2K$42.4452w: $19.52 - $59.30; reported $42.44
59UHALU-Haul Holding Company0.01%Reduce -3.5%1,456$81.45K$55.9452w: $50.00 - $70.57; reported $55.94
61BATRALiberty Media Corp. - Braves A-Sold0$0No quoteNo quote
60CCFChase Corp.-Sold0$0No quoteNo quote