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 | 7.28% | Add +0.2% | 8,749,913 | $6.11 | $53M | +17,239 | −$4M |
| HCC - Warrior Met Coal | 6.74% | Reduce −28.6% | 1,332,711 | $37.11 | $49M | −532,528 | +$2M |
| TDW - Tidewater | 6.24% | Add +1.0% | 2,105,930 | $21.74 | $46M | +20,225 | +$23M |
| PLD - Prologis | 5.33% | Reduce −3.7% | 242,225 | $161.48 | $39M | −9,362 | −$3M |
| BN - Brookfield Asset Mgmt · CL A | 5.26% | Reduce −4.3% | 681,791 | $56.57 | $39M | −30,760 | −$4M |
| LEN.B — · CL B | 4.42% | Reduce −0.8% | 474,491 | $68.35 | $32M | −3,639 | −$13M |
| RYN - Rayonier | 4.27% | Reduce −0.4% | 762,370 | $41.12 | $31M | −3,019 | +$457K |
| CMA - Comerica | 4.08% | Reduce −10.9% | 331,210 | $90.43 | $30M | −40,334 | −$2M |
| WY - Weyerhaeuser | 3.96% | Reduce −0.8% | 766,619 | $37.90 | $29M | −6,316 | −$3M |
| UHAL - Amerco | 3.55% | Add +4.4% | 43,678 | $596.96 | $26M | +1,845 | −$4M |
| Inventrust Properties | 3.54% | Add +67.4% | 843,778 | $30.78 | $26M | +339,833 | +$12M |
| Hawaiian | 3.28% | Add +24.2% | 1,220,901 | $19.70 | $24M | +237,849 | +$6M |
| ORI - Old Republic International | 2.99% | Add +0.8% | 848,127 | $25.87 | $22M | +6,949 | +$1M |
| LOW - Lowe's Companies | 2.79% | Reduce −12.0% | 101,406 | $202.20 | $21M | −13,810 | −$9M |
| AMH — · CL A | 2.72% | Reduce −0.8% | 498,444 | $40.03 | $20M | −4,142 | −$2M |
| VAL - Valaris | 2.27% | Add +3.4% | 320,736 | $51.97 | $17M | +10,689 | +$6M |
| CBRE - CBRE Group | 2.04% | Reduce 0.0% | 163,849 | $91.52 | $15M | −29 | −$3M |
| Lazard | 1.74% | Add +0.5% | 370,581 | $34.50 | $13M | +1,723 | −$3M |
| UMBF - UMB Financial | 1.71% | Reduce −0.4% | 128,952 | $97.16 | $13M | −517 | −$1M |
| Trinity Place | 1.69% | Hold | 6,514,436 | $1.90 | $12M | — | — |
| FR - First Industrial Realty Trust | 1.67% | Reduce −0.8% | 198,141 | $61.91 | $12M | −1,638 | −$959K |
| FNF - FNF Group | 1.64% | Reduce −0.8% | 246,915 | $48.84 | $12M | −2,056 | −$932K |
| SEB - Seaboard | 1.34% | Hold | 2,336 | $4,206 | $10M | — | — |
| Washington Trust Bancorp | 1.31% | Hold | 182,745 | $52.50 | $10M | — | — |
| MYRG - MYR Group | 1.30% | Hold | 101,187 | $94.04 | $10M | — | — |
| FRPH - FRP | 1.20% | Hold | 152,435 | $57.80 | $9M | — | — |
| PRA - Proassurance | 1.09% | Hold | 297,038 | $26.88 | $8M | — | — |
| ICFI - ICF International | 1.07% | Hold | 83,673 | $94.14 | $8M | — | — |
| PB - Prosperity Bancshares | 1.02% | Hold | 107,928 | $69.39 | $7M | — | — |
| Hamilton Beach Brand · CL A | 0.97% | Add +87.7% | 610,367 | $11.63 | $7M | +285,243 | +$2M |
| JBG Smith Properties | 0.95% | Reduce −29.5% | 239,262 | $29.22 | $7M | −100,130 | −$3M |
| SBSI - Southside Bancshares | 0.91% | Hold | 164,220 | $40.84 | $7M | — | — |
| Stratus Properties | 0.84% | Hold | 142,835 | $43.08 | $6M | — | — |
| SPHR — | 0.77% | Hold | 68,045 | $83.31 | $6M | — | — |
| EME - EMCOR Group | 0.70% | Hold | 45,788 | $112.65 | $5M | — | — |
| Holding | 0.68% | Hold | 174,128 | $28.78 | $5M | — | — |
| KALU - Kaiser Aluminum | 0.67% | Hold | 52,160 | $94.17 | $5M | — | — |
| CET - Central Securities | 0.63% | Hold | 111,210 | $41.39 | $5M | — | — |
| ALG - Alamo Group | 0.62% | Hold | 31,880 | $143.82 | $5M | — | — |
| TCOM - Tri Pointe Group | 0.53% | Hold | 195,155 | $20.08 | $4M | — | — |
| FIX - Comfort Systems USA | 0.51% | Reduce −19.1% | 42,400 | $89.03 | $4M | −9,990 | −$1M |
| CALM - Cal-Maine Foods | 0.50% | Reduce −52.7% | 66,044 | $55.22 | $4M | −73,591 | −$2M |
| Visteon | 0.47% | Hold | 31,848 | $109.14 | $3M | — | — |
| AAMI — | 0.46% | Add +46.5% | 137,908 | $24.26 | $3M | +43,792 | +$935K |
| Catchmark Timber Trust | 0.45% | Add +359.1% | 406,444 | $8.20 | $3M | +317,905 | +$3M |
| UNF - UniFirst | 0.38% | Hold | 14,942 | $184.31 | $3M | — | — |
| DORM - Dorman Products | 0.34% | Hold | 26,078 | $95.06 | $2M | — | — |
| Retail Opportunity Investments | 0.20% | Hold | 75,000 | $19.40 | $1M | — | — |
| CTO - CTO Realty Growth | 0.17% | Hold | 19,293 | $66.35 | $1M | — | — |
| NexPoint Residential Trust | 0.16% | Hold | 13,000 | $90.38 | $1M | — | — |
| PCH - Potlatchdeltic | 0.14% | Hold | 20,000 | $52.75 | $1M | — | — |
| STC - Stewart Information Services | 0.14% | Hold | 17,000 | $60.65 | $1M | — | — |
| The RMR Group | 0.10% | Hold | 23,000 | $31.13 | $716K | — | — |
| Holding | 0.05% | Add +100.0% | 24,000 | $14.42 | $346K | +12,000 | +$165K |
| GRBK - Green Brick Partners | 0.04% | Hold | 16,000 | $19.81 | $317K | — | — |
| DHI - D.R. Horton | 0.03% | New | 3,028 | $74.64 | $226K | +3,028 | +$226K |
| Holding | 0.02% | Add +125.0% | 27,000 | $6.67 | $180K | +15,000 | +$99K |
| Holding | 0.01% | Hold | 40,000 | $2.30 | $92K | — | — |
Showing top 50 of 58 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ESS - Essex Property Trust | 1.38% | Exit | 0 | $352.25 | $11M | −29,879 | −$11M |
| Holding | 1.08% | Exit | 0 | $18.06 | $8M | −454,411 | −$8M |
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