Third Avenue Management LLC activity

Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 12 Aug. Sitewide activity

New 4

Add 13

Reduce 23

Exit 2

42 shown

Ticker	Action	Δ weight	Detail	Period
TMHC	New	0% to 0.99%	$6.2M	Q1→Q2
MMS	New	0% to 0.64%	$4M	Q1→Q2
HKHGF	New	0% to 0.63%	$3.9M	Q1→Q2
CRAI	New	0% to 0.47%	$3M	Q1→Q2
TCOM	Exit	1.2% to 0%	$7.3M	Q1→Q2
PRA	Exit	1.1% to 0%	$6.4M	Q1→Q2
TDW	Add	12.5% to 10.0%	+1.4% sh	Q1→Q2
RHI	Add	3.7% to 5.9%	+33.7% sh	Q1→Q2
VAL	Add	8.1% to 6.0%	+1.6% sh	Q1→Q2
HOG	Add	4.8% to 5.8%	+1.2% sh	Q1→Q2
BCC	Add	6.9% to 7.5%	+7.1% sh	Q1→Q2
ICFI	Add	0.76% to 1.2%	+37.9% sh	Q1→Q2
OSG	Add	1.0% to 1.3%	0.0% sh	Q1→Q2
FSV	Add	1.1% to 1.4%	+22.8% sh	Q1→Q2
BKD	Add	1.0% to 1.3%	+6.7% sh	Q1→Q2
COLL	Add	0.83% to 1.1%	+17.7% sh	Q1→Q2
ALG	Add	0.92% to 1.1%	+23.1% sh	Q1→Q2
LEN.B	Add	2.0% to 2.1%	+4.8% sh	Q1→Q2
SD	Add	0.88% to 0.77%	+6.6% sh	Q1→Q2
HCC	Reduce	5.5% to 3.7%	−21.6% sh	Q1→Q2
ROG	Reduce	2.6% to 1.6%	−59.2% sh	Q1→Q2
UHAL.B	Reduce	2.1% to 2.6%	−0.2% sh	Q1→Q2
BN	Reduce	3.2% to 2.7%	−18.0% sh	Q1→Q2
PLD	Reduce	2.7% to 2.3%	−16.8% sh	Q1→Q2
KALU	Reduce	0.58% to 0.93%	−0.1% sh	Q1→Q2
ECPG	Reduce	1.6% to 1.9%	−9.0% sh	Q1→Q2
MYRG	Reduce	1.3% to 1.1%	−54.7% sh	Q1→Q2
UNF	Reduce	1.2% to 0.88%	−26.8% sh	Q1→Q2
PHM	Reduce	1.8% to 2.1%	0.0% sh	Q1→Q2
BATRA	Reduce	1.3% to 1.0%	−32.0% sh	Q1→Q2
AMH	Reduce	1.2% to 1.4%	−0.2% sh	Q1→Q2
SKY	Reduce	1.2% to 1.4%	−0.2% sh	Q1→Q2
DHI	Reduce	1.6% to 1.8%	−6.3% sh	Q1→Q2
SUI	Reduce	1.9% to 1.8%	0.0% sh	Q1→Q2
FPH	Reduce	3.0% to 3.1%	−4.3% sh	Q1→Q2
WCC	Reduce	0.85% to 0.94%	−11.8% sh	Q1→Q2
CBRE	Reduce	3.0% to 2.9%	−0.3% sh	Q1→Q2
BATRK	Reduce	0.18% to 0.22%	−0.3% sh	Q1→Q2
WY	Reduce	0.64% to 0.62%	−0.2% sh	Q1→Q2
JLL	Reduce	1.6% to 1.6%	−1.1% sh	Q1→Q2
FNF	Reduce	1.5% to 1.5%	−0.2% sh	Q1→Q2
FR	Reduce	0.76% to 0.76%	−4.3% sh	Q1→Q2