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
| HCC - Warrior Met Coal | 10.85% | Reduce −5.8% | 1,267,353 | $51.06 | $65M | −77,558 | +$12M |
| TDW - Tidewater | 9.81% | Reduce −26.3% | 809,185 | $72.28 | $58M | −289,414 | −$2M |
| VAL - Valaris | 5.37% | Hold | 419,726 | $76.34 | $32M | — | — |
| DB - Deutsche Bank AG | 4.57% | Reduce −18.5% | 2,485,341 | $10.97 | $27M | −563,229 | −$5M |
| ORI - Old Republic International | 3.78% | Reduce −1.2% | 826,557 | $27.27 | $23M | −9,774 | +$1M |
| LEN.B — · CL B | 3.60% | Reduce −3.5% | 205,872 | $104.25 | $21M | −7,496 | −$3M |
| CMA - Comerica | 3.26% | Reduce −17.2% | 475,896 | $40.81 | $19M | −99,010 | −$5M |
| DHI - D.R. Horton | 2.90% | Reduce −4.1% | 158,814 | $108.92 | $17M | −6,864 | −$3M |
| Lazard | 2.86% | Hold | 550,206 | $31.03 | $17M | — | — |
| BN - Brookfield | 2.80% | Reduce −0.1% | 520,352 | $32.08 | $17M | −771 | −$843K |
| UHAL.B - U-Haul | 2.79% | Reduce −0.1% | 311,959 | $53.34 | $17M | −462 | +$810K |
| PLD - Prologis | 2.31% | Reduce −18.5% | 122,689 | $112.13 | $14M | −27,842 | −$5M |
| WY - Weyerhaeuser | 2.23% | Reduce −10.3% | 435,244 | $30.51 | $13M | −49,998 | −$3M |
| CBRE - CBRE Group | 2.22% | Reduce −0.2% | 180,902 | $73.30 | $13M | −287 | −$1M |
| AMH — · CL A | 2.02% | Reduce −0.2% | 355,261 | $33.86 | $12M | −562 | −$585K |
| LOW - Lowe's Companies | 1.99% | Reduce −0.2% | 56,992 | $207.78 | $12M | −104 | −$1M |
| RYN - Rayonier | 1.98% | Reduce −6.3% | 418,193 | $28.24 | $12M | −28,015 | −$2M |
| MYRG - MYR Group | 1.85% | Reduce −0.1% | 80,806 | $136.19 | $11M | −79 | −$185K |
| FPH — · CL A | 1.82% | Reduce −0.1% | 3,745,875 | $2.90 | $11M | −5,365 | +$22K |
| JLL - Jones Lang Lasalle | 1.75% | Reduce −0.2% | 74,258 | $140.28 | $10M | −120 | −$1M |
| Inventrust Properties | 1.73% | Reduce −0.1% | 432,420 | $23.82 | $10M | −399 | +$285K |
| Hawaiian | 1.71% | Hold | 1,562,125 | $6.53 | $10M | — | — |
| UMBF - UMB Financial | 1.54% | Hold | 149,284 | $61.53 | $9M | — | — |
| SEB - Seaboard | 1.48% | Hold | 2,333 | $3,773 | $9M | — | — |
| PRA - Proassurance | 1.40% | Add 0.0% | 443,619 | $18.85 | $8M | +109 | +$2M |
| Washington Trust Bancorp | 1.35% | Add +44.5% | 294,994 | $27.29 | $8M | +90,842 | +$3M |
| ECPG - Encore Capital Group | 1.35% | Add +17.7% | 170,678 | $47.14 | $8M | +25,723 | +$998K |
| FR - First Industrial Realty Trust | 1.26% | Reduce −0.2% | 157,758 | $47.60 | $8M | −252 | −$808K |
| Hamilton Beach Brand · CL A | 1.19% | Hold | 569,404 | $12.51 | $7M | — | — |
| KALU - Kaiser Aluminum | 1.19% | Hold | 96,721 | $73.33 | $7M | — | — |
| ICFI - ICF International | 1.17% | Hold | 57,779 | $120.67 | $7M | — | — |
| FRPH - FRP | 1.16% | Hold | 126,489 | $54.53 | $7M | — | — |
| BATRA — | 1.06% | New | 164,438 | $38.51 | $6M | +164,438 | +$6M |
| SBSI - Southside Bancshares | 1.01% | Hold | 209,426 | $28.70 | $6M | — | — |
| ALG - Alamo Group | 0.96% | Hold | 31,880 | $180.02 | $6M | — | — |
| PB - Prosperity Bancshares | 0.92% | Hold | 101,965 | $53.80 | $5M | — | — |
| FNF - FNF Group | 0.84% | Reduce −0.2% | 121,207 | $41.33 | $5M | −221 | +$638K |
| FIX - Comfort Systems USA | 0.76% | Hold | 25,704 | $176.47 | $5M | — | — |
| BAM — · CL A | 0.74% | Reduce −0.2% | 130,437 | $33.77 | $4M | −209 | +$142K |
| ITIC - Investors Title | 0.73% | Add +343.6% | 29,599 | $147.76 | $4M | +22,926 | +$3M |
| TCOM - Tri Pointe Group | 0.73% | Hold | 155,997 | $27.82 | $4M | — | — |
| SUI - Sun Communities | 0.73% | Add +217.2% | 36,527 | $118.39 | $4M | +25,010 | +$3M |
| SPHR — | 0.70% | Reduce −13.6% | 111,252 | $37.64 | $4M | −17,500 | +$661K |
| CET - Central Securities | 0.66% | Hold | 111,210 | $35.57 | $4M | — | — |
| UNF - UniFirst | 0.55% | Hold | 19,837 | $165.01 | $3M | — | — |
| SUPN - Supernus Pharmaceuticals | 0.55% | Add +73.8% | 116,549 | $28.08 | $3M | +49,487 | +$1M |
| Trinity Place | 0.31% | Hold | 5,127,786 | $0.3650 | $2M | — | — |
| Retail Opportunity Investments | 0.19% | Hold | 90,000 | $12.41 | $1M | — | — |
| CTO - CTO Realty Growth | 0.17% | Hold | 63,000 | $16.24 | $1M | — | — |
| Equity Commonwealth | 0.17% | Hold | 55,000 | $18.42 | $1M | — | — |
| The RMR Group | 0.15% | Hold | 37,000 | $24.71 | $914K | — | — |
| BATRK — | 0.15% | New | 25,700 | $35.55 | $914K | +25,700 | +$914K |
| PCH - Potlatchdeltic | 0.15% | Hold | 20,000 | $45.14 | $903K | — | — |
| Elme Communities | 0.15% | Add +44.4% | 65,000 | $13.52 | $879K | +20,000 | +$139K |
| Whitestone REIT | 0.13% | Hold | 80,000 | $9.67 | $774K | — | — |
| STC - Stewart Information Services | 0.13% | Hold | 17,000 | $44.86 | $763K | — | — |
| LXU - LSB Industries | 0.05% | New | 30,618 | $10.26 | $314K | +30,618 | +$314K |
| GRBK - Green Brick Partners | 0.04% | Hold | 5,000 | $42.44 | $212K | — | — |
| UHAL - U-Haul | 0.01% | Reduce −3.4% | 1,456 | $55.94 | $81K | −52 | −$2K |
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