
	Third Avenue Management 13F
	Third Avenue Management

	Last update 2026-08-12	55 Stocks (4 new)
	Value $625.00 Mil	Turnover 6 %
	Countries: Top Holdings: TDW(9.95%)BCC(7.47%)VAL(5.99%)RHI(5.93%)HOG(5.79%) SEC Filings

Third Avenue Management Profile

Founded by legendary value investor Martin Whitman, Third Avenue Management manages mutual funds, separate accounts and hedge funds. Since 2002, Third Avenue Management has partnered with Affiliated Managers Group, a publicly traded asset manager that has invested in a diverse stable of boutique asset management firms. This partnership allowed Third Avenue to extend ownership rights to its senior professionals, including key members of the investment team, providing a clear and transparent succession plan for the Firm and all of its principals.
Third Avenue Management manages assets across four core strategies — Value, Small-Cap, Real Estate and International Real Estate – which are available to investors through 40Act mutual funds, institutional separately managed accounts and a Real Estate Value Fund UCITS for non-U.S. investors.

Third Avenue Management Investing Philosophy

For over 25 years, Third Avenue Management has consistently pursued a fundamental, bottom-up approach to deep value and distressed investing. Third Avenue takes an unconstrained investment approach and pursues opportunities across market capitalizations and geographies. The firm's core real estate, value and small-cap strategies focus on high-conviction ideas, pursuing maximum allocation to the best risk-adjusted return prospects across our universe.

Third Avenue Management Portfolio and Latest Trades

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Ticker
ROG
RHI
HCC
TPH Unlock Delisted
PRA
TMHC Unlock Delisted
MYRG
MMS
HKHGF
BN
BCC
CRAI
PLD
BATRA
ICFI
UNF
FSV
ALG
COLL
ECPG
TDW
FPH
DHI
LEN.B
WCC
VAL
BKD
HOG
SD
FR
JLL
CBRE
AMH
BATRK
SKY
FNF
KALU
OSG
PHM
UHAL.B
WY
HOG
RHI
HCC
DB
BCC
KALU
BKD
CPRX
ROG
RYN
FSV
CTLP Unlock Delisted
VAL
TDW
LXU
BN
QLYS
PLD
OSG
COLL
SUPN
CBRE
ALG
ECPG
MYRG
FPH
FR
FLG
COMP
ICFI
UHAL.B
OCFC
PRA
FNF
JLL
PHM
SUI
DHI
AMH
SKY
LEN.B
FG
WCC
WY
BXC
FRPH
DB
BCC
CMA Unlock Delisted
JLL
FNF
HCC
SEB
FSV
AMH
FLG
SBSI
UMBF
FRPH

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
ROG	Rogers Corp	2026-06-30	Reduce Reduce	-1.56%	● 105.5 ($136.98) 167.09	$126.14	-7.91%	Reduce -59.22%	61,584	-89,441
RHI	Robert Half Inc	2026-06-30	Add Add	+1.49%	● 23.59 ($27.96) 32.76	$44.54	59.30%	Add 33.68%	1,208,336	304,431
HCC	Warrior Met Coal Inc	2026-06-30	Reduce Reduce	-1.19%	● 80.81 ($90.46) 110.28	$105.22	16.32%	Reduce -21.59%	285,398	-78,604
TPH Unlock Delisted	Tri Pointe Homes Inc	2026-06-30	Sold Out Sold Out	-1.18%	● 46.55 ($46.84) 46.97	$46.95	0.23%	Sold Out	0	-155,855
PRA	ProAssurance Corp	2026-06-30	Sold Out Sold Out	-1.05%	● 23.83 ($24.57) 25	$25.00	1.75%	Sold Out	0	-260,608
TMHC Unlock Delisted	Taylor Morrison Home Corp	2026-06-30	New Buy New Buy	+0.99%	● 54.79 ($63.43) 71.98	$72.45	14.22%	New holding	85,941	85,941
MYRG	MYR Group Inc	2026-06-30	Reduce Reduce	-0.72%	● 282.32 ($408.6) 501.13	$312.83	-23.44%	Reduce -54.66%	13,066	-15,753
MMS	Maximus Inc	2026-06-30	New Buy New Buy	+0.64%	● 53.76 ($62.36) 69.42	$58.97	-5.44%	New holding	74,085	74,085
HKHGF	Hongkong Land Holdings Ltd	2026-06-30	New Buy New Buy	+0.63%	● 7.61 ($8.02) 8.62	$8.55	6.67%	New holding	550,300	550,300
BN	Brookfield Corp	2026-06-30	Reduce Reduce	-0.57%	● 40.47 ($44.65) 47.53	$41.67	-6.67%	Reduce -17.98%	394,929	-86,566
BCC	Boise Cascade Co	2026-06-30	Add Add	+0.50%	● 65.47 ($74.16) 84.15	$79.94	7.79%	Add 7.13%	602,086	40,065
CRAI	CRA International Inc	2026-06-30	New Buy New Buy	+0.47%	● 137.75 ($150.56) 166.87	$170.42	13.19%	New holding	20,819	20,819
PLD	Prologis Inc	2026-06-30	Reduce Reduce	-0.45%	● 132.18 ($141.63) 148.74	$142.59	0.68%	Reduce -16.77%	104,823	-21,122
BATRA	Atlanta Braves Holdings Inc	2026-06-30	Reduce Reduce	-0.40%	● 46.97 ($53.21) 56.51	$56.52	6.22%	Reduce -31.96%	111,880	-52,558
ICFI	ICF International Inc	2026-06-30	Add Add	+0.32%	● 59.9 ($69) 74.53	$89.34	29.48%	Add 37.86%	98,893	27,157
UNF	UniFirst Corp	2026-06-30	Reduce Reduce	-0.31%	● 249.74 ($261.07) 275.65	$287.98	10.31%	Reduce -26.84%	20,802	-7,632
FSV	FirstService Corp	2026-06-30	Add Add	+0.26%	● 125.66 ($138.75) 152.26	$143.57	3.48%	Add 22.79%	61,951	11,499
ALG	Alamo Group Inc	2026-06-30	Add Add	+0.21%	● 147.27 ($161.77) 179.04	$164.79	1.87%	Add 23.11%	42,265	7,933
COLL	Collegium Pharmaceutical Inc	2026-06-30	Add Add	+0.16%	● 30.48 ($34.15) 39.33	$27.51	-19.44%	Add 17.73%	182,645	27,502
ECPG	Encore Capital Group Inc	2026-06-30	Reduce Reduce	-0.15%	● 70.12 ($81.24) 93.29	$100.15	23.28%	Reduce -8.98%	129,717	-12,795
TDW	Tidewater Inc	2026-06-30	Add Add	+0.14%	● 64.6 ($79.41) 91.12	$88.81	11.84%	Add 1.4%	934,121	12,940
FPH	Five Point Holdings LLC	2026-06-30	Reduce Reduce	-0.13%	● 4.71 ($5.01) 5.47	$5.10	1.80%	Reduce -4.27%	3,696,155	-165,007
DHI	D.R. Horton Inc	2026-06-30	Reduce Reduce	-0.10%	● 134.72 ($149.05) 166.95	$149.25	0.13%	Reduce -6.27%	69,205	-4,631
LEN.B	Lennar Corp	2026-06-30	Add Add	+0.10%	● 80.32 ($87.27) 92.93	$85.61	-1.90%	Add 4.77%	149,658	6,815
WCC	WESCO International Inc	2026-06-30	Reduce Reduce	-0.10%	● 273.62 ($338.3) 374.52	$347.60	2.75%	Reduce -11.85%	16,963	-2,280
VAL	Valaris Ltd	2026-06-30	Add Add	+0.09%	● 72.6 ($93.16) 113.42	$83.60	-10.26%	Add 1.6%	516,313	8,127
BKD	Brookdale Senior Living Inc	2026-06-30	Add Add	+0.08%	● 11.87 ($13.6) 16.09	$12.20	-10.29%	Add 6.72%	494,826	31,162
HOG	Harley-Davidson Inc	2026-06-30	Add Add	+0.07%	● 20.22 ($23.97) 26.07	$27.85	16.19%	Add 1.24%	1,480,880	18,210
SD	SandRidge Energy Inc	2026-06-30	Add Add	+0.05%	● 13.51 ($14.93) 16.31	$13.91	-6.83%	Add 6.57%	352,558	21,740
FR	First Industrial Realty Trust Inc	2026-06-30	Reduce Reduce	-0.03%	● 57.85 ($61.85) 64.4	$62.86	1.63%	Reduce -4.34%	77,498	-3,518
JLL	Jones Lang LaSalle Inc	2026-06-30	Reduce Reduce	-0.02%	● 282.31 ($310.65) 353.47	$386.08	24.28%	Reduce -1.09%	32,053	-354
CBRE	CBRE Group Inc	2026-06-30	Reduce Reduce	-0.01%	● 124.64 ($137.73) 153.52	$150.36	9.17%	Reduce -0.32%	135,896	-434
AMH	American Homes 4 Rent	2026-06-30	Reduce Reduce	0%	● 27.92 ($31.56) 34.09	$34.16	8.24%	Reduce -0.18%	262,058	-462
BATRK	Atlanta Braves Holdings Inc	2026-06-30	Reduce Reduce	0%	● 42.4 ($48.97) 51.96	$51.65	5.47%	Reduce -0.29%	26,027	-77
SKY	Champion Homes Inc	2026-06-30	Reduce Reduce	0%	● 65.23 ($76.53) 88.82	$91.18	19.14%	Reduce -0.18%	100,576	-181
FNF	Fidelity National Financial Inc	2026-06-30	Reduce Reduce	0%	● 45.42 ($48.41) 52.67	$47.48	-1.92%	Reduce -0.17%	193,119	-336
KALU	Kaiser Aluminum Corp	2026-06-30	Reduce Reduce	0%	● 120.51 ($169.22) 195.63	$155.59	-8.05%	Reduce -0.11%	29,848	-33
OSG	Octave Specialty Group Inc	2026-06-30	Add Add	0%	● 3.94 ($5.2) 6.67	$4.60	-11.54%	Add 0.05%	1,341,879	668
PHM	PulteGroup Inc	2026-06-30	Reduce Reduce	0%	● 110.11 ($121.39) 137.94	$130.03	7.12%	Reduce -0.02%	95,111	-17
UHAL.B	U-Haul Holding Co	2026-06-30	Reduce Reduce	0%	● 44.04 ($49.71) 59.23	$60.66	22.03%	Reduce -0.18%	283,872	-503
WY	Weyerhaeuser Co	2026-06-30	Reduce Reduce	0%	● 22.68 ($24.29) 25.76	$24.08	-0.86%	Reduce -0.17%	162,097	-280
HOG	Harley-Davidson Inc	2026-03-31	New Buy New Buy	+4.80%	● 17.19 ($19.6) 21.43	$27.85	42.09%	New holding	1,462,670	1,462,670
RHI	Robert Half Inc	2026-03-31	New Buy New Buy	+3.73%	● 21.86 ($26.45) 34.61	$44.54	68.39%	New holding	903,905	903,905
HCC	Warrior Met Coal Inc	2026-03-31	Reduce Reduce	-3.52%	● 77.36 ($90.06) 102.44	$105.22	16.83%	Reduce -37.6%	364,002	-219,318
DB	Deutsche Bank AG	2026-03-31	Sold Out Sold Out	-2.36%	● 28.37 ($35.22) 40.33	$40.23	14.22%	Sold Out	0	-337,193
BCC	Boise Cascade Co	2026-03-31	Add Add	+1.63%	● 68.3 ($80.13) 91.03	$79.94	-0.24%	Add 30.7%	562,021	132,022
KALU	Kaiser Aluminum Corp	2026-03-31	Reduce Reduce	-1.16%	● 107.04 ($126.61) 144.71	$155.59	22.89%	Reduce -65%	29,881	-55,482
BKD	Brookdale Senior Living Inc	2026-03-31	New Buy New Buy	+1.03%	● 10.84 ($14.01) 16.77	$12.20	-12.92%	New holding	463,664	463,664
CPRX	Catalyst Pharmaceuticals Inc	2026-03-31	New Buy New Buy	+0.84%	● 22.33 ($23.82) 25.22	$31.49	32.20%	New holding	210,161	210,161
ROG	Rogers Corp	2026-03-31	Reduce Reduce	-0.81%	● 91.97 ($102.89) 111.91	$126.14	22.60%	Reduce -24.29%	151,025	-48,449
RYN	Rayonier Inc	2026-03-31	Sold Out Sold Out	-0.74%	● 19.5 ($22.03) 24.65	$20.82	-5.49%	Sold Out	0	-188,340
FSV	FirstService Corp	2026-03-31	Add Add	+0.72%	● 134.25 ($152.26) 165.1	$143.57	-5.70%	Add 169.59%	50,452	31,738
CTLP Unlock Delisted	Cantaloupe Inc	2026-03-31	Sold Out Sold Out	-0.71%	● 9.97 ($10.57) 10.89	$11.20	5.96%	Sold Out	0	-370,013
VAL	Valaris Ltd	2026-03-31	Reduce Reduce	-0.70%	● 51.37 ($77.9) 102.24	$83.60	7.32%	Reduce -13.04%	508,186	-76,187
TDW	Tidewater Inc	2026-03-31	Add Add	+0.65%	● 51.96 ($69.55) 87.67	$88.81	27.69%	Add 5.51%	921,181	48,110
LXU	LSB Industries Inc	2026-03-31	Reduce Reduce	-0.63%	● 8.57 ($11.4) 16.88	$10.41	-8.68%	Reduce -51.73%	381,096	-408,351
BN	Brookfield Corp	2026-03-31	Reduce Reduce	-0.56%	● 38.26 ($44.32) 49.17	$41.67	-5.98%	Reduce -12.16%	481,495	-66,624
QLYS	Qualys Inc	2026-03-31	New Buy New Buy	+0.56%	● 85.63 ($110.82) 135.21	$176.67	59.42%	New holding	39,120	39,120
PLD	Prologis Inc	2026-03-31	Reduce Reduce	-0.45%	● 126.43 ($133.63) 142.72	$142.59	6.71%	Reduce -13.41%	125,945	-19,506
OSG	Octave Specialty Group Inc	2026-03-31	Add Add	+0.42%	● 4.5 ($5.73) 7.47	$4.60	-19.72%	Add 71.49%	1,341,211	559,118
COLL	Collegium Pharmaceutical Inc	2026-03-31	Reduce Reduce	-0.41%	● 31.99 ($42.34) 48.78	$27.51	-35.03%	Reduce -23.73%	155,143	-48,258
SUPN	Supernus Pharmaceuticals Inc	2026-03-31	Reduce Reduce	-0.33%	● 47.76 ($50.92) 56.32	$44.90	-11.82%	Reduce -19.4%	152,724	-36,769
CBRE	CBRE Group Inc	2026-03-31	Reduce Reduce	-0.31%	● 131.77 ($151.95) 171.61	$150.36	-1.05%	Reduce -7.15%	136,330	-10,505
ALG	Alamo Group Inc	2026-03-31	Add Add	+0.28%	● 159.8 ($188.63) 218.47	$164.79	-12.64%	Add 43%	34,332	10,323
ECPG	Encore Capital Group Inc	2026-03-31	Reduce Reduce	-0.28%	● 53.91 ($61.46) 73.75	$100.15	62.95%	Reduce -16.67%	142,512	-28,510
MYRG	MYR Group Inc	2026-03-31	Reduce Reduce	-0.27%	● 221.8 ($259.88) 285.18	$312.83	20.37%	Reduce -18.94%	28,819	-6,735
FPH	Five Point Holdings LLC	2026-03-31	Reduce Reduce	-0.26%	● 4.73 ($5.37) 5.9	$5.10	-5.03%	Reduce -6.14%	3,861,162	-252,755
FR	First Industrial Realty Trust Inc	2026-03-31	Reduce Reduce	-0.25%	● 56.87 ($59.47) 63.5	$62.86	5.70%	Reduce -22.64%	81,016	-23,712
FLG	Flagstar Bank NA	2026-03-31	Add Add	+0.24%	● 12.2 ($13.11) 14.27	$13.61	3.81%	Add 52.43%	331,241	113,936
COMP	Compass Inc	2026-03-31	New Buy New Buy	+0.22%	● 6.84 ($10.51) 13.58	$11.38	8.28%	New holding	187,469	187,469
ICFI	ICF International Inc	2026-03-31	Add Add	+0.20%	● 64.77 ($81.26) 97.08	$89.34	9.94%	Add 35.7%	71,736	18,872
UHAL.B	U-Haul Holding Co	2026-03-31	Add Add	+0.18%	● 39.91 ($47.35) 53.85	$60.66	28.11%	Add 9.69%	284,375	25,129
OCFC	OceanFirst Financial Corp	2026-03-31	Add Add	+0.16%	● 17.26 ($18.41) 19.83	$19.02	3.31%	Add 27.93%	246,662	53,855
PRA	ProAssurance Corp	2026-03-31	Reduce Reduce	-0.14%	● 24.02 ($24.4) 24.75	$25.00	2.46%	Reduce -11.05%	260,608	-32,382
FNF	Fidelity National Financial Inc	2026-03-31	Reduce Reduce	-0.12%	● 43.26 ($51.92) 57.61	$47.48	-8.55%	Reduce -5.78%	193,455	-11,865
JLL	Jones Lang LaSalle Inc	2026-03-31	Reduce Reduce	-0.12%	● 280.16 ($322.98) 358.66	$386.08	19.54%	Reduce -5.66%	32,407	-1,944
PHM	PulteGroup Inc	2026-03-31	Reduce Reduce	-0.12%	● 113.72 ($128.07) 142.56	$130.03	1.53%	Reduce -5.52%	95,128	-5,556
SUI	Sun Communities Inc	2026-03-31	Reduce Reduce	-0.12%	● 121.14 ($129.23) 137.18	$125.24	-3.09%	Reduce -5.64%	91,455	-5,467
DHI	D.R. Horton Inc	2026-03-31	Reduce Reduce	-0.11%	● 132.53 ($151.08) 167.78	$149.25	-1.21%	Reduce -5.57%	73,836	-4,358
AMH	American Homes 4 Rent	2026-03-31	Reduce Reduce	-0.09%	● 27.38 ($30.24) 32.4	$34.16	12.96%	Reduce -5.74%	262,520	-15,992
SKY	Champion Homes Inc	2026-03-31	Reduce Reduce	-0.09%	● 72.25 ($86.13) 97.46	$91.18	5.86%	Reduce -5.31%	100,757	-5,652
LEN.B	Lennar Corp	2026-03-31	Reduce Reduce	-0.09%	● 81.84 ($100.73) 114.25	$85.61	-15.01%	Reduce -3.49%	142,843	-5,165
FG	F&G Annuities & Life Inc	2026-03-31	Sold Out Sold Out	-0.07%	● 20.69 ($26.06) 30.04	$23.44	-10.05%	Sold Out	0	-12,319
WCC	WESCO International Inc	2026-03-31	Reduce Reduce	-0.05%	● 250.02 ($280.84) 315.27	$347.60	23.77%	Reduce -5.18%	19,243	-1,052
WY	Weyerhaeuser Co	2026-03-31	Reduce Reduce	-0.04%	● 22.47 ($25.15) 27.1	$24.08	-4.25%	Reduce -5.36%	162,377	-9,205
BXC	BlueLinx Holdings Inc	2026-03-31	Add Add	0%	● 45.34 ($65.64) 79.05	$82.77	26.10%	Add 0.05%	64,369	30
FRPH	FRP Holdings Inc	2026-03-31	Reduce Reduce	0%	● 20.72 ($23.26) 24.42	$22.01	-5.37%	Reduce -0.25%	107,160	-269
DB	Deutsche Bank AG	2025-12-31	New Buy New Buy	+2.36%	● 33.18 ($36.1) 39.66	$40.23	11.44%	New holding	337,193	337,193
BCC	Boise Cascade Co	2025-12-31	Add Add	+2.09%	● 66.07 ($72.85) 78.04	$79.94	9.73%	Add 57.1%	429,999	156,294
CMA Unlock Delisted	Comerica Inc	2025-12-31	Sold Out Sold Out	-2.03%	● 70.12 ($80.67) 89.88	$88.67	9.92%	Sold Out	0	-156,314
JLL	Jones Lang LaSalle Inc	2025-12-31	Reduce Reduce	-0.96%	● 283.23 ($313.7) 346.96	$386.08	23.07%	Reduce -33.45%	34,351	-17,268
FNF	Fidelity National Financial Inc	2025-12-31	Add Add	+0.86%	● 52.6 ($55.13) 57.81	$47.48	-13.88%	Add 73.04%	205,320	86,664
HCC	Warrior Met Coal Inc	2025-12-31	Reduce Reduce	-0.72%	● 62.37 ($75.33) 89.2	$105.22	39.68%	Reduce -9.13%	583,320	-58,596
SEB	Seaboard Corp	2025-12-31	Sold Out Sold Out	-0.71%	● 3218 ($3958.87) 4697.26	$4,026.77	1.72%	Sold Out	0	-1,015
FSV	FirstService Corp	2025-12-31	New Buy New Buy	+0.53%	● 149.71 ($162.3) 188.72	$143.57	-11.54%	New holding	18,714	18,714
AMH	American Homes 4 Rent	2025-12-31	Add Add	+0.51%	● 30.16 ($32.04) 33.42	$34.16	6.62%	Add 45.77%	278,512	87,446
FLG	Flagstar Bank NA	2025-12-31	New Buy New Buy	+0.50%	● 10.72 ($11.96) 13.48	$13.61	13.80%	New holding	217,305	217,305
SBSI	Southside Bancshares Inc	2025-12-31	Reduce Reduce	-0.48%	● 26.44 ($29.32) 32.4	$32.06	9.35%	Reduce -44.19%	116,879	-92,547
UMBF	UMB Financial Corp	2025-12-31	Reduce Reduce	-0.43%	● 103.99 ($113.2) 119.99	$143.39	26.67%	Reduce -19.76%	78,245	-19,273
FRPH	FRP Holdings Inc	2025-12-31	Reduce Reduce	-0.32%	● 22.33 ($23.63) 25.47	$22.01	-6.86%	Reduce -39.83%	107,429	-71,101

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