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 47 of 54 rows. Rows without a quote are marked unavailable.
| 1 | TDW | Tidewater Inc. | 9.00% | Reduce -0.1% | 874,667 | $47.93M | $54.80 | |
| 2 | HCC | Warrior Met Coal Inc. | 7.94% | Add +0.0% | 641,916 | $42.32M | $65.92 | |
| 3 | VAL | Valaris Ltd. | 5.63% | Reduce -0.1% | 585,602 | $29.99M | $51.22 | |
| 4 | BN | Brookfield Corp. | 4.82% | - | 378,249 | $25.68M | $67.88 | |
| 5 | FPH | Five Point Holdings LLC - CL A | 4.73% | Reduce -0.3% | 4,113,917 | $25.22M | $6.13 | |
| 6 | CBRE | CBRE Group, Inc. | 4.55% | Reduce -6.1% | 154,672 | $24.22M | $156.56 | |
| 7 | BCC | Boise Cascade Company | 3.98% | New | 273,705 | $21.18M | $77.38 | |
| 8 | LEN-B | Lennar Corp - Class B | 3.39% | Reduce -0.1% | 147,843 | $18.03M | $121.97 | |
| 9 | PLD | Prologis Inc. | 3.18% | Reduce -0.1% | 145,394 | $16.94M | $116.48 | |
| 10 | ROG | Rogers Corp. | 3.06% | New | 199,368 | $16.31M | $81.83 | |
| 11 | JLL | Jones Lang Lasalle | 2.88% | Reduce -0.1% | 51,619 | $15.35M | $297.32 | |
| 12 | DHI | DR Horton Inc. | 2.53% | Reduce -0.1% | 78,078 | $13.46M | $172.44 | |
| 13 | UHAL-B | U-Haul Holding Company | 2.49% | Reduce -0.1% | 259,225 | $13.26M | $51.15 | |
| 14 | PHM | PulteGroup Inc. | 2.44% | Reduce -0.2% | 96,766 | $13.01M | $134.44 | |
| 15 | SUI | Sun Communities Inc. | 2.33% | Reduce -0.4% | 96,786 | $12.44M | $128.50 | |
| 16 | UMBF | UMB Financial Corporation | 2.17% | Reduce -5.1% | 97,518 | $11.54M | $118.30 | |
| 17 | CMA | Comerica Inc. | 2.03% | Reduce -8.7% | 156,314 | $10.8M | No quote | No quote |
| 18 | SUPN | Supernus Pharmaceuticals, Inc. | 1.71% | - | 189,493 | $9.1M | $48.04 | |
| 19 | PRA | Proassurance Corp. | 1.64% | Reduce -5.4% | 364,013 | $8.73M | $23.98 | |
| 20 | SKY | Champion Homes, Inc. | 1.56% | Add +77.8% | 106,409 | $8.29M | $77.88 | |
| 21 | BATRA | Atlanta Braves Holdings Inc - A | 1.39% | - | 164,438 | $7.42M | $45.14 | |
| 22 | MYRG | MYR Group Inc. | 1.35% | Reduce -34.9% | 35,554 | $7.18M | $202.00 | |
| 23 | FNF | FNF Group | 1.34% | - | 118,656 | $7.16M | $60.34 | |
| 24 | COLL | Collegium Pharmaceutical Inc. | 1.34% | - | 203,401 | $7.15M | $35.17 | |
| 25 | KALU | Kaiser Aluminum Corp. | 1.32% | - | 89,535 | $7.01M | $78.34 | |
| 26 | ECPG | Encore Capital Group Inc. | 1.30% | - | 171,022 | $6.94M | $40.60 | |
| 27 | PB | Prosperity Bancshares Inc. | 1.28% | - | 102,168 | $6.84M | $66.96 | |
| 28 | AMH | American Homes 4 Rent | 1.18% | - | 191,066 | $6.27M | $32.83 | |
| 29 | LXU | LSB Industries Inc. | 1.15% | - | 789,447 | $6.13M | $7.76 | |
| 30 | ITIC | Investors Title Co. | 1.10% | Reduce -38.8% | 21,883 | $5.88M | $268.88 | |
| 31 | RYN | Rayonier Inc. | 1.10% | Reduce -15.5% | 218,052 | $5.87M | $26.92 | |
| 32 | SBSI | Southside Bancshares Inc. | 1.09% | - | 209,426 | $5.83M | $27.82 | |
| 33 | FR | First Industrial Realty Trust, Inc. | 1.04% | Reduce -19.8% | 106,342 | $5.54M | $52.07 | |
| 34 | TPH | Tri Pointe Group Inc. | 1.00% | Add +0.0% | 155,855 | $5.34M | $34.28 | |
| 35 | CET | Central Securities Corporation | 0.98% | - | 101,812 | $5.22M | $51.28 | |
| 36 | AMBC | Ambac Financial Group | 0.92% | - | 603,391 | $4.91M | No quote | No quote |
| 37 | ICFI | ICF International, Inc. | 0.83% | - | 47,024 | $4.44M | $94.49 | |
| 38 | UNF | UniFirst Corporation | 0.81% | Add +11.0% | 25,929 | $4.31M | $166.31 | |
| 39 | FRPH | FRP Holdings Inc. | 0.81% | Reduce -15.6% | 178,530 | $4.29M | $24.05 | |
| 40 | WCC | Wesco International | 0.80% | - | 20,093 | $4.27M | $212.69 | |
| 41 | WY | Weyerhaeuser Company | 0.76% | Reduce -26.7% | 161,920 | $4.04M | $24.95 | |
| 42 | PBF | PBF Energy Inc. | 0.74% | - | 131,050 | $3.92M | $29.95 | |
| 43 | CTLP | Cantaloupe, Inc. | 0.73% | - | 370,013 | $3.91M | $10.58 | |
| 44 | SD | Sandridge Energy Inc. | 0.73% | - | 330,698 | $3.87M | $11.70 | |
| 45 | SEB | Seaboard Corp. | 0.71% | - | 1,015 | $3.76M | $3703.09 | |
| 46 | BXC | Bluelinx Holdings Inc. | 0.64% | - | 46,357 | $3.42M | $73.67 | |
| 47 | OCFC | OceanFirst Financial Trust | 0.53% | Add +0.1% | 162,331 | $2.82M | $17.36 | |
| 48 | ALG | Alamo Group, Inc. | 0.53% | - | 14,869 | $2.81M | $189.15 | |
| 49 | VC | Visteon Corp. | 0.23% | - | 10,298 | $1.25M | No quote | No quote |
| 50 | BATRK | Atlanta Braves Holdings Inc - C | 0.20% | - | 26,104 | $1.07M | $41.00 | |
| 54 | ORI | Old Republic International Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 53 | MRP | Millrose Properties, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 52 | HBB | Hamilton Beach Brand | - | Sold | 0 | $0 | No quote | No quote |
| 51 | DB | Deutsche Bank AG | - | Sold | 0 | $0 | No quote | No quote |