Featured 13F manager
Third Avenue Management LLC
New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $625M
- 55 Positions
- 2026 Q2
- +1.5% QoQ
- Top 5 35.2%
Portfolio
top 5 35.2% · top 10 50.2%
- TDW - Tidewater 10.0%
- BCC - Boise Cascade 7.5%
- VAL - Valaris 6.0%
- RHI - Robert Half 5.9%
- HOG - Harley-Davidson 5.8%
- HCC - Warrior Met Coal 3.7%
- FPH - Five Point 3.1%
- CBRE - CBRE Group 2.9%
- BN - Brookfield 2.7%
- UHAL.B - U-Haul 2.6%
- PLD - Prologis 2.3%
- LEN.B — 2.1%
- Other 45.4%
AUM over time
Latest book
| TDW - Tidewater | 9.95% | Add +1.4% | 934,121 | $66.63 | $62M | +12,940 | −$15M |
| BCC - Boise Cascade | 7.47% | Add +7.1% | 602,086 | $77.63 | $47M | +40,065 | +$4M |
| VAL - Valaris | 5.99% | Add +1.6% | 516,313 | $72.60 | $37M | +8,127 | −$12M |
| RHI - Robert Half | 5.93% | Add +33.7% | 1,208,336 | $30.70 | $37M | +304,431 | +$14M |
| HOG - Harley-Davidson | 5.79% | Add +1.2% | 1,480,880 | $24.46 | $36M | +18,210 | +$7M |
| HCC - Warrior Met Coal | 3.70% | Reduce −21.6% | 285,398 | $81.16 | $23M | −78,604 | −$11M |
| FPH - Five Point | 3.11% | Reduce −4.3% | 3,696,155 | $5.27 | $19M | −165,007 | +$791K |
| CBRE - CBRE Group | 2.93% | Reduce −0.3% | 135,896 | $134.69 | $18M | −434 | −$163K |
| BN - Brookfield | 2.69% | Reduce −18.0% | 394,929 | $42.59 | $17M | −86,566 | −$3M |
| UHAL.B - U-Haul | 2.62% | Reduce −0.2% | 283,872 | $57.70 | $16M | −503 | +$4M |
| PLD - Prologis | 2.27% | Reduce −16.8% | 104,823 | $135.47 | $14M | −21,122 | −$2M |
| LEN.B — | 2.12% | Add +4.8% | 149,658 | $88.71 | $13M | +6,815 | +$1M |
| PHM - PulteGroup | 2.09% | Reduce 0.0% | 95,111 | $137.21 | $13M | −17 | +$2M |
| ECPG - Encore Capital Group | 1.94% | Reduce −9.0% | 129,717 | $93.29 | $12M | −12,795 | +$2M |
| DHI - D.R. Horton | 1.80% | Reduce −6.3% | 69,205 | $162.88 | $11M | −4,631 | +$1M |
| UMBF - UMB Financial | 1.79% | Hold | 78,245 | $142.76 | $11M | — | — |
| SUI - Sun Communities | 1.75% | Reduce 0.0% | 91,454 | $119.91 | $11M | −1 | −$553K |
| ROG - Rogers | 1.61% | Reduce −59.2% | 61,584 | $163.73 | $10M | −89,441 | −$6M |
| JLL - Jones Lang LaSalle | 1.59% | Reduce −1.1% | 32,053 | $309.95 | $10M | −354 | +$73K |
| FNF - Fidelity National Financial | 1.46% | Reduce −0.2% | 193,119 | $47.16 | $9M | −336 | +$135K |
| SKY - Champion Homes | 1.42% | Reduce −0.2% | 100,576 | $88.12 | $9M | −181 | +$1M |
| FSV - FirstService | 1.41% | Add +22.8% | 61,951 | $142.11 | $9M | +11,499 | +$2M |
| AMH — | 1.40% | Reduce −0.2% | 262,058 | $33.52 | $9M | −462 | +$1M |
| OSG - Octave Specialty Group | 1.34% | Add 0.0% | 1,341,879 | $6.24 | $8M | +668 | +$2M |
| BKD - Brookdale Senior Living | 1.27% | Add +6.7% | 494,826 | $16.09 | $8M | +31,162 | +$2M |
| PB - Prosperity Bancshares | 1.19% | Hold | 102,168 | $73.03 | $7M | — | — |
| ICFI - ICF International | 1.15% | Add +37.9% | 98,893 | $72.86 | $7M | +27,157 | +$3M |
| SUPN - Supernus Pharmaceuticals | 1.14% | Hold | 152,724 | $46.51 | $7M | — | — |
| ALG - Alamo Group | 1.11% | Add +23.1% | 42,265 | $164.49 | $7M | +7,933 | +$1M |
| COLL - Collegium Pharmaceutical | 1.06% | Add +17.7% | 182,645 | $36.20 | $7M | +27,502 | +$1M |
| Catalyst Pharmaceuticals | 1.06% | Hold | 210,161 | $31.43 | $7M | — | — |
| MYRG - MYR Group | 1.05% | Reduce −54.7% | 13,066 | $500.40 | $7M | −15,753 | −$2M |
| BATRA - Atlanta Braves | 1.01% | Reduce −32.0% | 111,880 | $56.31 | $6M | −52,558 | −$1M |
| TMHC - Taylor Morrison Home | 0.99% | New | 85,941 | $71.74 | $6M | +85,941 | +$6M |
| ITIC - Investors Title | 0.96% | Hold | 21,894 | $273.68 | $6M | — | — |
| PBF - PBF Energy | 0.95% | Hold | 131,050 | $45.52 | $6M | — | — |
| WCC - WESCO International | 0.94% | Reduce −11.8% | 16,963 | $345.43 | $6M | −2,280 | +$594K |
| KALU - Kaiser Aluminum | 0.93% | Reduce −0.1% | 29,848 | $195.63 | $6M | −33 | +$2M |
| UNF - UniFirst /MA | 0.88% | Reduce −26.8% | 20,802 | $264.46 | $6M | −7,632 | −$2M |
| QLYS - Qualys | 0.86% | Hold | 39,120 | $137.49 | $5M | — | — |
| CET - Central Securities | 0.85% | Hold | 101,812 | $52.45 | $5M | — | — |
| FLG - Flagstar Bank NA | 0.79% | Hold | 331,241 | $14.94 | $5M | — | — |
| SD - SandRidge Energy | 0.77% | Add +6.6% | 352,558 | $13.70 | $5M | +21,740 | −$566K |
| OCFC - OceanFirst Financial | 0.77% | Hold | 246,662 | $19.53 | $5M | — | — |
| FR — | 0.76% | Reduce −4.3% | 77,498 | $61.31 | $5M | −3,518 | +$65K |
| LXU - LSB Industries | 0.66% | Hold | 381,096 | $10.81 | $4M | — | — |
| SBSI - Southside Bancshares | 0.66% | Hold | 116,879 | $35.19 | $4M | — | — |
| BXC - BlueLinx | 0.64% | Hold | 64,369 | $61.88 | $4M | — | — |
| MMS - Maximus | 0.64% | New | 74,085 | $53.76 | $4M | +74,085 | +$4M |
| HKHGF - Hongkong Land | 0.63% | New | 550,300 | $7.12 | $4M | +550,300 | +$4M |
| WY - Weyerhaeuser | 0.62% | Reduce −0.2% | 162,097 | $23.94 | $4M | −280 | −$86K |
| CRAI - CRA International | 0.47% | New | 20,819 | $142.30 | $3M | +20,819 | +$3M |
| FRPH - FRP | 0.43% | Hold | 107,160 | $24.99 | $3M | — | — |
| COMP - Compass | 0.37% | Hold | 187,469 | $12.33 | $2M | — | — |
| BATRK - Atlanta Braves | 0.22% | Reduce −0.3% | 26,027 | $51.90 | $1M | −77 | +$236K |
Showing top 50 of 55 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TCOM - Tri Pointe Group | 1.18% | Exit | 0 | $46.73 | $7M | −155,855 | −$7M |
| PRA - Proassurance | 1.05% | Exit | 0 | $24.72 | $6M | −260,608 | −$6M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 55 | $625M | +1.5% | 13F-HR | 8/12/2026 | 000109928126000008 |
| 2026 Q1 | 53 | $616M | +12.0% | 13F-HR | 5/13/2026 | 000109928126000005 |
| 2025 Q4 | 51 | $550M | +3.2% | 13F-HR | 2/12/2026 | 000109928126000003 |
| 2025 Q3 | 50 | $533M | +9.9% | 13F-HR | 11/14/2025 | 000109928125000017 |
| 2025 Q2 | 52 | $485M | −2.8% | 13F-HR | 8/13/2025 | 000109928125000009 |
| 2025 Q1 | 61 | $499M | −3.5% | 13F-HR | 5/14/2025 | 000109928125000006 |
| 2024 Q4 | 59 | $517M | −15.5% | 13F-HR | 2/13/2025 | 000109928125000002 |
| 2024 Q3 | 59 | $612M | +5.0% | 13F-HR | 11/14/2024 | 000109928124000011 |
| 2024 Q2 | 59 | $583M | −7.0% | 13F-HR | 8/13/2024 | 000109928124000008 |
| 2024 Q1 | 58 | $627M | +3.0% | 13F-HR | 5/13/2024 | 000109928124000007 |
| 2023 Q4 | 59 | $609M | +2.2% | 13F-HR | 2/14/2024 | 000109928124000006 |
| 2023 Q3 | 59 | $596M | −1.7% | 13F-HR | 11/15/2023 | 000109928123000016 |
| 2023 Q2 | 58 | $606M | +3.6% | 13F-HR | 8/14/2023 | 000109928123000013 |
| 2023 Q1 | 54 | $585M | — | RESTATEMENT | 5/16/2023 | 000109928123000012 |
| 2023 Q1 | 54 | $585M | +1.7% | 13F-HR | 5/12/2023 | 000109928123000010 |
| 2022 Q4 | 55 | $575M | +13.2% | 13F-HR | 2/10/2023 | 000109928123000009 |
| 2022 Q3 | 53 | $508M | −9.6% | 13F-HR | 11/14/2022 | 000109928122000015 |
| 2022 Q2 | 56 | $562M | −23.4% | 13F-HR | 8/12/2022 | 000109928122000008 |
| 2022 Q1 | 58 | $734M | −3.4% | 13F-HR | 5/13/2022 | 000109928122000007 |
| 2021 Q4 | 59 | $760M | +2.3% | 13F-HR | 2/11/2022 | 000109928122000002 |
| 2021 Q3 | 59 | $743M | — | 13F-HR | 11/12/2021 | 000109928121000012 |
About
THIRD AVENUE MANAGEMENT LLC
21 processed 13Fs on this site · 2021 Q3–2026 Q2