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 60 rows. Rows without a quote are marked unavailable.
| 1 | HCC | Warrior Met Coal Inc. | 9.69% | Reduce -23.6% | 967,899 | $59.01M | $60.97 | |
| 2 | TDW | Tidewater Inc. | 8.33% | Reduce -13.0% | 703,631 | $50.74M | $72.11 | |
| 3 | DB | Deutsche Bank AG | 5.57% | Add +0.1% | 2,486,569 | $33.96M | $13.66 | |
| 4 | VAL | Valaris Ltd. | 4.73% | Add +0.1% | 420,007 | $28.8M | $68.57 | |
| 5 | CMA | Comerica Inc. | 4.36% | Add +0.1% | 476,269 | $26.58M | No quote | No quote |
| 6 | ORI | Old Republic International Corp. | 3.99% | Add +0.1% | 827,421 | $24.33M | $29.40 | |
| 7 | LEN-B | Lennar Corp - Class B | 3.82% | Reduce -15.6% | 173,710 | $23.29M | $134.05 | |
| 8 | UHAL-B | U-Haul Holding Company | 3.40% | Reduce -5.6% | 294,413 | $20.74M | $70.44 | |
| 9 | BN | Brookfield Corp. | 3.22% | Reduce -6.2% | 488,274 | $19.59M | $40.12 | |
| 10 | DHI | DR Horton Inc. | 3.07% | Reduce -22.6% | 122,998 | $18.69M | $151.98 | |
| 11 | CBRE | CBRE Group, Inc. | 2.78% | Add +0.7% | 182,200 | $16.96M | $93.09 | |
| 12 | PLD | Prologis Inc. | 2.55% | Reduce -5.2% | 116,373 | $15.51M | $133.30 | |
| 13 | WY | Weyerhaeuser Company | 2.11% | Reduce -15.0% | 370,142 | $12.87M | $34.77 | |
| 14 | UMBF | UMB Financial Corporation | 2.05% | - | 149,284 | $12.47M | $83.55 | |
| 15 | AMH | American Homes 4 Rent | 2.00% | Reduce -4.8% | 338,379 | $12.17M | $35.96 | |
| 16 | HA | Hawaiian Holdings Inc. | 1.90% | Reduce -47.8% | 815,579 | $11.58M | No quote | No quote |
| 17 | RYN | Rayonier Inc. | 1.86% | Reduce -19.0% | 338,721 | $11.32M | $33.41 | |
| 18 | IVT | Inventrust Properties Corp. | 1.73% | Reduce -3.9% | 415,675 | $10.53M | No quote | No quote |
| 19 | FPH | Five Point Holdings LLC - CL A | 1.66% | Reduce -12.0% | 3,294,796 | $10.12M | $3.07 | |
| 20 | JLL | Jones Lang Lasalle | 1.61% | Reduce -30.0% | 51,990 | $9.82M | $188.87 | |
| 21 | MYRG | MYR Group Inc. | 1.61% | Reduce -16.1% | 67,757 | $9.8M | $144.63 | |
| 22 | ECPG | Encore Capital Group Inc. | 1.42% | - | 170,678 | $8.66M | $50.75 | |
| 23 | SEB | Seaboard Corp. | 1.37% | Add +0.0% | 2,334 | $8.33M | $3570.10 | |
| 24 | FR | First Industrial Realty Trust, Inc. | 1.34% | Reduce -1.8% | 154,848 | $8.16M | $52.67 | |
| 25 | HBB | Hamilton Beach Brand | 1.31% | Reduce -19.6% | 457,577 | $8M | No quote | No quote |
| 26 | FRPH | FRP Holdings Inc. | 1.31% | - | 126,489 | $7.95M | $62.88 | |
| 27 | KALU | Kaiser Aluminum Corp. | 1.29% | Add +14.5% | 110,739 | $7.88M | $71.19 | |
| 28 | ICFI | ICF International, Inc. | 1.27% | - | 57,779 | $7.75M | $134.09 | |
| 29 | BATRA | Atlanta Braves Holdings Inc - A | 1.15% | - | 164,438 | $7.03M | $42.78 | |
| 30 | PB | Prosperity Bancshares Inc. | 1.13% | - | 101,965 | $6.91M | $67.73 | |
| 31 | SUI | Sun Communities Inc. | 1.11% | Add +38.6% | 50,634 | $6.77M | $133.65 | |
| 32 | ALG | Alamo Group, Inc. | 1.10% | - | 31,880 | $6.7M | $210.19 | |
| 33 | LOW | Lowe's Companies Inc. | 1.09% | Reduce -47.8% | 29,730 | $6.62M | $222.55 | |
| 34 | SBSI | Southside Bancshares Inc. | 1.08% | - | 209,426 | $6.56M | $31.32 | |
| 35 | WASH | Washington Trust Bancorp. | 1.06% | Reduce -32.5% | 199,119 | $6.45M | No quote | No quote |
| 36 | ITIC | Investors Title Co. | 1.04% | Add +32.3% | 39,164 | $6.35M | $162.14 | |
| 37 | PRA | Proassurance Corp. | 1.00% | - | 443,619 | $6.12M | $13.79 | |
| 38 | FNF | FNF Group | 0.99% | Reduce -2.7% | 117,953 | $6.02M | $51.02 | |
| 39 | TPH | Tri Pointe Group Inc. | 0.91% | - | 155,997 | $5.52M | $35.40 | |
| 40 | BAM | Brookfield Asset Mgmt. CL A | 0.87% | Add +0.9% | 131,670 | $5.29M | $40.17 | |
| 41 | SUPN | Supernus Pharmaceuticals, Inc. | 0.76% | Add +37.0% | 159,717 | $4.62M | $28.94 | |
| 42 | LXU | LSB Industries Inc. | 0.72% | Add +1445.5% | 473,214 | $4.41M | $9.31 | |
| 43 | CET | Central Securities Corporation | 0.69% | - | 111,210 | $4.2M | $37.77 | |
| 44 | FIX | Comfort Systems USA Inc. | 0.66% | Reduce -24.4% | 19,434 | $4M | $205.67 | |
| 45 | UNF | UniFirst Corporation | 0.60% | - | 19,837 | $3.63M | $182.91 | |
| 46 | SPHR | Madison Square Garden Entertainment | 0.59% | Reduce -5.1% | 105,583 | $3.59M | $33.96 | |
| 47 | COLL | Collegium Pharmaceutical Inc. | 0.42% | New | 83,120 | $2.56M | $30.78 | |
| 48 | ROIC | Retail Opportunity Investments Corp. | 0.21% | - | 90,000 | $1.26M | No quote | No quote |
| 49 | CTO | CTO Realty Growth, Inc. | 0.18% | - | 63,000 | $1.09M | $17.33 | |
| 50 | EQC | Equity Commonwealth | 0.17% | - | 55,000 | $1.06M | No quote | No quote |
| 51 | RMR | The RMR Group Inc. | 0.17% | - | 37,000 | $1.04M | No quote | No quote |
| 52 | BATRK | Atlanta Braves Holdings Inc - C | 0.17% | Add +1.2% | 26,000 | $1.03M | $39.58 | |
| 53 | STC | Stewart Information Services Corp. | 0.16% | - | 17,000 | $998.75K | $58.75 | |
| 54 | WSR | Whitestone REIT | 0.16% | - | 80,000 | $983.2K | $12.29 | |
| 55 | PCH | Potlatchdeltic Corp. | 0.16% | - | 20,000 | $982K | No quote | No quote |
| 56 | ELME | Elme Communities | 0.16% | - | 65,000 | $949K | No quote | No quote |
| 57 | TPHS | Trinity Place Holdings | 0.09% | - | 5,127,786 | $569.18K | No quote | No quote |
| 58 | GRBK | Green Brick Partners | 0.04% | - | 5,000 | $259.7K | $51.94 | |
| 59 | UHAL | U-Haul Holding Company | 0.02% | - | 1,456 | $104.54K | $71.80 | |
| 60 | LAZ | Lazard Ltd. | - | Sold | 0 | $0 | No quote | No quote |