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 49 of 54 rows. Rows without a quote are marked unavailable.
| 1 | HCC | Warrior Met Coal Inc. | 9.35% | Reduce -9.1% | 583,320 | $51.43M | $88.17 | |
| 2 | TDW | Tidewater Inc. | 8.01% | Reduce -0.2% | 873,071 | $44.1M | $50.51 | |
| 3 | BCC | Boise Cascade Company | 5.75% | Add +57.1% | 429,999 | $31.65M | $73.60 | |
| 4 | VAL | Valaris Ltd. | 5.35% | Reduce -0.2% | 584,373 | $29.45M | $50.40 | |
| 5 | BN | Brookfield Corp. | 4.57% | Reduce -3.4%1.5:1 split | 548,119 | $25.15M | $45.89 | |
| 6 | CBRE | CBRE Group, Inc. | 4.29% | Reduce -5.1% | 146,835 | $23.61M | $160.79 | |
| 7 | FPH | Five Point Holdings LLC - CL A | 4.18% | - | 4,113,917 | $23M | $5.59 | |
| 8 | PLD | Prologis Inc. | 3.37% | Add +0.0% | 145,451 | $18.57M | $127.66 | |
| 9 | ROG | Rogers Corp. | 3.32% | Add +0.1% | 199,474 | $18.27M | $91.57 | |
| 10 | LEN-B | Lennar Corp - Class B | 2.56% | Add +0.1% | 148,008 | $14.08M | $95.12 | |
| 11 | DB | Deutsche Bank AG | 2.36% | New | 337,193 | $13M | $38.56 | |
| 12 | UHAL-B | U-Haul Holding Company | 2.20% | Add +0.0% | 259,246 | $12.12M | $46.74 | |
| 13 | SUI | Sun Communities Inc. | 2.18% | Add +0.1% | 96,922 | $12.01M | $123.91 | |
| 14 | PHM | PulteGroup Inc. | 2.15% | Add +4.0% | 100,684 | $11.81M | $117.26 | |
| 15 | JLL | Jones Lang Lasalle | 2.10% | Reduce -33.5% | 34,351 | $11.56M | $336.47 | |
| 16 | DHI | DR Horton Inc. | 2.05% | Add +0.1% | 78,194 | $11.26M | $144.03 | |
| 17 | FNF | FNF Group | 2.04% | Add +66.9%1.037:1 split | 205,320 | $11.21M | $54.59 | |
| 18 | KALU | Kaiser Aluminum Corp. | 1.78% | Reduce -4.7% | 85,363 | $9.8M | $114.86 | |
| 19 | SUPN | Supernus Pharmaceuticals, Inc. | 1.71% | - | 189,493 | $9.42M | $49.70 | |
| 20 | COLL | Collegium Pharmaceutical Inc. | 1.71% | - | 203,401 | $9.42M | $46.30 | |
| 21 | ECPG | Encore Capital Group Inc. | 1.69% | - | 171,022 | $9.3M | $54.35 | |
| 22 | UMBF | UMB Financial Corporation | 1.64% | Reduce -19.8% | 78,245 | $9M | $115.04 | |
| 23 | SKY | Champion Homes, Inc. | 1.63% | - | 106,409 | $8.99M | $84.50 | |
| 24 | AMH | American Homes 4 Rent | 1.62% | Add +45.8% | 278,512 | $8.94M | $32.10 | |
| 25 | MYRG | MYR Group Inc. | 1.41% | - | 35,554 | $7.77M | $218.50 | |
| 26 | PRA | Proassurance Corp. | 1.29% | Reduce -19.5% | 292,990 | $7.08M | $24.16 | |
| 27 | PB | Prosperity Bancshares Inc. | 1.28% | - | 102,168 | $7.06M | $69.11 | |
| 28 | BATRA | Atlanta Braves Holdings Inc - A | 1.27% | - | 164,438 | $6.99M | $42.49 | |
| 29 | LXU | LSB Industries Inc. | 1.22% | - | 789,447 | $6.71M | $8.50 | |
| 30 | AMBC | Octave Specialty Group | 1.11% | Add +29.6% | 782,093 | $6.08M | No quote | No quote |
| 31 | FR | First Industrial Realty Trust, Inc. | 1.09% | Reduce -1.5% | 104,728 | $6M | $57.27 | |
| 32 | UNF | UniFirst Corporation | 1.00% | Add +9.7% | 28,434 | $5.48M | $192.90 | |
| 33 | ITIC | Investors Title Co. | 0.99% | Add +0.1% | 21,894 | $5.47M | $249.64 | |
| 34 | CET | Central Securities Corporation | 0.94% | - | 101,812 | $5.16M | $50.71 | |
| 35 | WCC | Wesco International | 0.90% | Add +1.0% | 20,295 | $4.96M | $244.64 | |
| 36 | TPH | Tri Pointe Group Inc. | 0.89% | - | 155,855 | $4.9M | $31.47 | |
| 37 | SD | Sandridge Energy Inc. | 0.87% | Add +0.0% | 330,818 | $4.77M | $14.43 | |
| 38 | ICFI | ICF International, Inc. | 0.82% | Add +12.4% | 52,864 | $4.51M | $85.30 | |
| 39 | RYN | Rayonier Inc. | 0.74% | Reduce -13.6% | 188,340 | $4.08M | $21.65 | |
| 40 | WY | Weyerhaeuser Company | 0.74% | Add +6.0% | 171,582 | $4.06M | $23.69 | |
| 41 | ALG | Alamo Group, Inc. | 0.73% | Add +61.5% | 24,009 | $4.03M | $167.87 | |
| 42 | BXC | Bluelinx Holdings Inc. | 0.72% | Add +38.8% | 64,339 | $3.95M | $61.43 | |
| 43 | CTLP | Cantaloupe, Inc. | 0.71% | - | 370,013 | $3.93M | $10.62 | |
| 44 | PBF | PBF Energy Inc. | 0.65% | - | 131,050 | $3.55M | $27.12 | |
| 45 | SBSI | Southside Bancshares Inc. | 0.65% | Reduce -44.2% | 116,879 | $3.55M | $30.39 | |
| 46 | OCFC | OceanFirst Financial Trust | 0.63% | Add +18.8% | 192,807 | $3.46M | $17.95 | |
| 47 | FSV | FirstService Corp. | 0.53% | New | 18,714 | $2.91M | $155.53 | |
| 48 | NYCB | Flagstar Bank | 0.50% | New | 217,305 | $2.74M | No quote | No quote |
| 49 | FRPH | FRP Holdings Inc. | 0.45% | Reduce -39.8% | 107,429 | $2.45M | $22.79 | |
| 50 | BATRK | Atlanta Braves Holdings Inc - C | 0.19% | - | 26,104 | $1.03M | $39.45 | |
| 51 | FG | F&G Annuities and Life | 0.07% | New | 12,319 | $380.05K | $30.85 | |
| 54 | VC | Visteon Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 53 | SEB | Seaboard Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 52 | CMA | Comerica Inc. | - | Sold | 0 | $0 | No quote | No quote |