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
Book
| FPH — · CL A | 9.38% | Hold | 8,898,419 | $7.83 | $70M |
| BN - Brookfield Asset Mgmt · CL A | 5.97% | Hold | 828,596 | $53.51 | $44M |
| HCC - Warrior Met Coal | 5.42% | Hold | 1,730,328 | $23.27 | $40M |
| LEN.B — · CL B | 5.06% | Hold | 484,684 | $77.59 | $38M |
| PLD - Prologis | 4.31% | Hold | 255,401 | $125.43 | $32M |
| CMA - Comerica | 4.03% | Hold | 371,544 | $80.50 | $30M |
| WY - Weyerhaeuser | 3.97% | Hold | 829,843 | $35.57 | $30M |
| RYN - Rayonier | 3.96% | Hold | 824,502 | $35.68 | $29M |
| TDW - Tidewater | 3.81% | Hold | 2,347,512 | $12.06 | $28M |
| UHAL - Amerco | 3.69% | Hold | 42,470 | $646.03 | $27M |
| ORI - Old Republic International | 3.46% | Hold | 1,110,301 | $23.13 | $26M |
| LOW - Lowe's Companies | 3.19% | Hold | 116,979 | $202.87 | $24M |
| Hawaiian | 2.90% | Hold | 994,055 | $21.66 | $22M |
| AMH — · CL A | 2.59% | Hold | 505,645 | $38.12 | $19M |
| Lazard | 2.27% | Hold | 368,858 | $45.80 | $17M |
| CBRE - CBRE Group | 2.19% | Hold | 167,076 | $97.36 | $16M |
| JBG Smith Properties | 2.10% | Hold | 527,851 | $29.61 | $16M |
| UMBF - UMB Financial | 1.90% | Hold | 146,136 | $96.71 | $14M |
| Trinity Place | 1.60% | Hold | 6,080,226 | $1.96 | $12M |
| MHK - Mohawk Industries | 1.59% | Hold | 66,464 | $177.40 | $12M |
| FNF - FNF Group | 1.55% | Hold | 253,673 | $45.34 | $12M |
| VAL - Valaris | 1.46% | Hold | 310,047 | $34.88 | $11M |
| FR - First Industrial Realty Trust | 1.42% | Hold | 202,857 | $52.08 | $11M |
| MYRG - MYR Group | 1.36% | Hold | 101,309 | $99.51 | $10M |
| ESS - Essex Property Trust | 1.31% | Hold | 30,334 | $319.74 | $10M |
| Washington Trust Bancorp | 1.30% | Hold | 182,745 | $52.98 | $10M |
| SEB - Seaboard | 1.29% | Hold | 2,336 | $4,100 | $10M |
| FRPH - FRP | 1.15% | Hold | 152,435 | $55.93 | $9M |
| VNO - Vornado Realty Trust | 1.09% | Hold | 193,011 | $42.01 | $8M |
| PB - Prosperity Bancshares | 1.03% | Hold | 107,928 | $71.13 | $8M |
| ICFI - ICF International | 1.01% | Hold | 83,673 | $89.30 | $7M |
| PRA - Proassurance | 0.95% | Hold | 297,038 | $23.78 | $7M |
| SBSI - Southside Bancshares | 0.85% | Hold | 164,220 | $38.29 | $6M |
| KALU - Kaiser Aluminum | 0.76% | Hold | 52,160 | $108.97 | $6M |
| EME - EMCOR Group | 0.71% | Hold | 45,788 | $115.40 | $5M |
| AAMI — | 0.68% | Hold | 193,259 | $26.13 | $5M |
| CALM - Cal-Maine Foods | 0.68% | Hold | 139,635 | $36.17 | $5M |
| TCOM - Tri Pointe Group | 0.66% | Hold | 232,961 | $21.02 | $5M |
| CET - Central Securities | 0.63% | Hold | 111,210 | $42.25 | $5M |
| Holding | 0.63% | Hold | 174,128 | $26.91 | $5M |
| Stratus Properties | 0.61% | Hold | 141,118 | $32.24 | $5M |
| ALG - Alamo Group | 0.60% | Hold | 31,880 | $139.55 | $4M |
| Hamilton Beach Brand · CL A | 0.60% | Hold | 282,436 | $15.67 | $4M |
| ATNI - ATN International | 0.59% | Hold | 93,903 | $46.86 | $4M |
| FIX - Comfort Systems USA | 0.50% | Hold | 52,390 | $71.33 | $4M |
| UNF - UniFirst | 0.43% | Hold | 14,942 | $212.62 | $3M |
| Holding | 0.42% | Hold | 257,713 | $12.23 | $3M |
| Visteon | 0.40% | Hold | 31,848 | $94.42 | $3M |
| SRG - Seritage Growth Properties | 0.40% | Hold | 202,271 | $14.83 | $3M |
| DORM - Dorman Products | 0.33% | Hold | 26,078 | $94.68 | $2M |
| SPHR — | 0.27% | Hold | 27,448 | $72.68 | $2M |
| Retail Opportunity Investments | 0.18% | Hold | 75,000 | $17.43 | $1M |
| STC - Stewart Information Services | 0.14% | Hold | 17,000 | $63.29 | $1M |
| CTO - CTO Realty Growth | 0.14% | Hold | 19,293 | $53.80 | $1M |
| PCH - Potlatchdeltic | 0.14% | Hold | 20,000 | $51.60 | $1M |
| NexPoint Residential Trust | 0.11% | Hold | 13,000 | $61.92 | $805K |
| The RMR Group | 0.10% | Hold | 23,000 | $33.48 | $770K |
| Monmouth Real Estate Investment | 0.08% | Hold | 30,000 | $18.67 | $560K |
| GRBK - Green Brick Partners | 0.04% | Hold | 16,000 | $20.56 | $329K |
Showing top 50 of 59 by value
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