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 2026-06-06 from SEC 13F data.
Live quotes available for 52 of 62 rows. Rows without a quote are marked unavailable.
| 1 | TDW | Tidewater Inc. | 6.86% | Add +37.6% | 809,258 | $34.21M | $42.27 | |
| 2 | DB | Deutsche Bank AG | 6.84% | Reduce -33.8% | 1,447,570 | $34.12M | $23.57 | |
| 3 | HCC | Warrior Met Coal Inc. | 5.87% | Add +4.4% | 613,206 | $29.26M | $47.72 | |
| 4 | VAL | Valaris Ltd. | 4.49% | Add +33.6% | 569,839 | $22.37M | $39.26 | |
| 5 | FPH | Five Point Holdings LLC - CL A | 4.42% | - | 4,125,911 | $22.03M | $5.34 | |
| 6 | CBRE | CBRE Group, Inc. | 4.33% | Reduce -5.1% | 165,109 | $21.59M | $130.78 | |
| 7 | BN | Brookfield Corp. | 3.98% | Reduce -3.4% | 378,249 | $19.82M | $52.41 | |
| 8 | CMA | Comerica Inc. | 3.59% | Add +0.0% | 302,904 | $17.89M | No quote | No quote |
| 9 | LEN-B | Lennar Corp - Class B | 3.23% | Reduce -13.2%1.052:1 split | 147,770 | $16.12M | $109.07 | |
| 10 | UHAL-B | U-Haul Holding Company | 2.97% | - | 249,865 | $14.79M | $59.18 | |
| 11 | PLD | Prologis Inc. | 2.90% | Add +0.2% | 129,162 | $14.44M | $111.79 | |
| 12 | ORI | Old Republic International Corp. | 2.65% | Reduce -27.7% | 336,388 | $13.19M | $39.22 | |
| 13 | PRA | Proassurance Corp. | 2.64% | - | 563,988 | $13.17M | $23.35 | |
| 14 | JLL | Jones Lang Lasalle | 2.58% | - | 51,990 | $12.89M | $247.91 | |
| 15 | SUI | Sun Communities Inc. | 2.34% | Reduce -16.1% | 90,715 | $11.67M | $128.64 | |
| 16 | UMBF | UMB Financial Corporation | 2.08% | - | 102,796 | $10.39M | $101.10 | |
| 17 | DHI | DR Horton Inc. | 2.01% | - | 78,745 | $10.01M | $127.13 | |
| 18 | ITIC | Investors Title Co. | 1.88% | Reduce -0.6% | 38,919 | $9.38M | $241.08 | |
| 19 | MYRG | MYR Group Inc. | 1.65% | - | 72,797 | $8.23M | $113.09 | |
| 20 | FNF | FNF Group | 1.55% | - | 118,656 | $7.72M | $65.08 | |
| 21 | PB | Prosperity Bancshares Inc. | 1.46% | - | 102,168 | $7.29M | $71.37 | |
| 22 | AMH | American Homes 4 Rent | 1.46% | Reduce -40.0% | 192,560 | $7.28M | $37.81 | |
| 23 | FR | First Industrial Realty Trust, Inc. | 1.46% | Reduce -14.4% | 134,558 | $7.26M | $53.96 | |
| 24 | FRPH | FRP Holdings Inc. | 1.45% | - | 252,952 | $7.23M | $28.57 | |
| 25 | BATRA | Atlanta Braves Holdings Inc - A | 1.45% | - | 164,438 | $7.21M | $43.87 | |
| 26 | RYN | Rayonier Inc. | 1.45% | Reduce -18.1% | 258,499 | $7.21M | $27.88 | |
| 27 | PHM | PulteGroup Inc. | 1.32% | New | 63,800 | $6.56M | $102.80 | |
| 28 | WY | Weyerhaeuser Company | 1.30% | - | 220,849 | $6.47M | $29.28 | |
| 29 | BAM | Brookfield Asset Mgmt. CL A | 1.28% | - | 132,103 | $6.4M | $48.45 | |
| 30 | SUPN | Supernus Pharmaceuticals, Inc. | 1.24% | - | 189,493 | $6.21M | $32.75 | |
| 31 | COLL | Collegium Pharmaceutical Inc. | 1.22% | - | 203,401 | $6.07M | $29.85 | |
| 32 | SBSI | Southside Bancshares Inc. | 1.22% | - | 209,426 | $6.06M | $28.96 | |
| 33 | ECPG | Encore Capital Group Inc. | 1.18% | - | 171,022 | $5.86M | $34.28 | |
| 34 | LXU | LSB Industries Inc. | 1.04% | - | 789,447 | $5.2M | $6.59 | |
| 35 | CET | Central Securities Corporation | 1.00% | - | 111,210 | $5M | $44.96 | |
| 36 | TPH | Tri Pointe Group Inc. | 1.00% | - | 155,830 | $4.97M | $31.92 | |
| 37 | HBB | Hamilton Beach Brand | 0.97% | Reduce -16.0% | 249,969 | $4.86M | No quote | No quote |
| 38 | KALU | Kaiser Aluminum Corp. | 0.97% | Add +0.3% | 79,828 | $4.84M | $60.62 | |
| 39 | ALG | Alamo Group, Inc. | 0.91% | Reduce -19.9% | 25,546 | $4.55M | $178.21 | |
| 40 | UNF | UniFirst Corporation | 0.81% | - | 23,356 | $4.06M | $174.00 | |
| 41 | ICFI | ICF International, Inc. | 0.80% | Add +6.4% | 47,024 | $4M | $84.97 | |
| 42 | SD | Sandridge Energy Inc. | 0.76% | - | 330,698 | $3.78M | $11.42 | |
| 43 | SEB | Seaboard Corp. | 0.71% | Reduce -43.5% | 1,319 | $3.56M | $2697.12 | |
| 44 | AMBC | Ambac Financial Group | 0.64% | Add +59.0% | 366,461 | $3.21M | No quote | No quote |
| 45 | PBF | PBF Energy Inc. | 0.50% | - | 131,050 | $2.5M | $19.09 | |
| 46 | WCC | Wesco International | 0.46% | Add +0.6% | 14,822 | $2.3M | $155.30 | |
| 47 | BXC | Bluelinx Holdings Inc. | 0.45% | New | 29,869 | $2.24M | $74.98 | |
| 48 | MRP | Millrose Properties, Inc. | 0.43% | New | 80,890 | $2.14M | $26.51 | |
| 49 | OCFC | OceanFirst Financial Trust | 0.40% | Add +91.7% | 116,643 | $1.98M | $17.01 | |
| 50 | ELME | Elme Communities | 0.32% | - | 93,000 | $1.62M | No quote | No quote |
| 51 | CTO | CTO Realty Growth, Inc. | 0.24% | - | 63,000 | $1.22M | $19.31 | |
| 52 | WSR | Whitestone REIT | 0.23% | - | 80,000 | $1.17M | $14.57 | |
| 53 | IVT | Inventrust Properties Corp. | 0.22% | - | 38,000 | $1.12M | No quote | No quote |
| 54 | BATRK | Atlanta Braves Holdings Inc - C | 0.21% | - | 26,104 | $1.04M | $40.01 | |
| 55 | PCH | Potlatchdeltic Corp. | 0.18% | - | 20,000 | $902.4K | No quote | No quote |
| 56 | RMR | The RMR Group Inc. | 0.12% | - | 37,000 | $616.05K | No quote | No quote |
| 57 | VTMX | Vesta Real Estate Corp. | 0.11% | - | 25,000 | $570.25K | No quote | No quote |
| 58 | STC | Stewart Information Services Corp. | 0.07% | - | 5,194 | $370.59K | $71.35 | |
| 59 | GRBK | Green Brick Partners | 0.06% | - | 5,000 | $291.55K | $58.31 | |
| 60 | UHAL | U-Haul Holding Company | 0.02% | - | 1,456 | $95.16K | $65.36 | |
| 61 | EQC | Equity Commonwealth | 0.02% | - | 55,000 | $88.55K | No quote | No quote |
| 62 | ROIC | Retail Opportunity Investments Corp. | - | Sold | 0 | $0 | No quote | No quote |