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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Third Avenue Management LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
55
Portfolio value:
$625,338,000
Filed:
Aug 12, 2026
CIK:
1099281
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 12, 266 new8 added10 reduced4 exited
≡RHI – Robert Half IncAdd 34.00%304,4312.21
≡HCC – Warrior Met Coal IncReduce 22.00%−78,604−1.80
≡Tri Pointe Group Inc.Sell−155,855−1.18
≡CPRX – Catalyst Pharmaceuticals IncBuy210,1611.06
≡Proassurance Corp.Sell−260,608−1.05
≡ROG – Rogers CorpReduce 59.00%−89,441−1.02
≡TMHC – Taylor Morrison Home CorpBuy85,9410.99
≡Central Securities CorpBuy101,8120.85
≡Catalyst PharmaceuticalsSell−210,161−0.84
≡CET – Central Securities CorporationSell−101,812−0.82
≡MMS – Maximus IncBuy74,0850.64
≡Hongkong Land Holdings LtdBuy550,3000.63
≡BCC – Boise Cascade CoAdd 7.00%40,0650.55
≡CRAI – CRA International IncBuy20,8190.47
≡BN – Brookfield CorpReduce 18.00%−86,566−0.47
≡PLD – Prologis IncReduce 17.00%−21,122−0.43
≡ICFI – ICF International IncAdd 38.00%27,1570.39
≡ECPG – Encore Capital Group IncReduce 9.00%−12,7950.31
≡UNF – UniFirst Corp/MAReduce 27.00%−7,632−0.28
≡MYRG – MYR Group IncReduce 55.00%−15,753−0.28
≡FSV – FirstService CorpAdd 23.00%11,4990.27
≡BATRA – Atlanta Braves Holdings IncReduce 32.00%−52,558−0.25
≡BKD – Brookdale Senior Living IncAdd 7.00%31,1620.24
≡COLL – Collegium Pharmaceutical IncAdd 18.00%27,5020.22
≡ALG – Alamo Group IncAdd 23.00%7,9330.19
≡DHI – DR Horton IncReduce 6.00%−4,6310.16
≡SD – SandRidge Energy IncAdd 7.00%21,740−0.10
≡WCC – WESCO International IncReduce 12.00%−2,2800.08
Q1 2026filed May 13, 266 new9 added21 reduced4 exited
≡HOG – Harley-Davidson IncBuy1,462,6704.80
≡TDW – Tidewater Inc.Add 6.00%48,1104.48
≡HCC – Warrior Met Coal Inc.Reduce 38.00%−219,318−3.84
≡RHI – Robert Half, Inc.Buy903,905
Q4 2025filed Feb 12, 264 new11 added7 reduced3 exited
≡Deutsche Bank AGBuy337,1932.36
≡Comerica Inc.Sell−156,314−2.03
≡BCC – Boise Cascade CompanyAdd 57.00%156,2941.78
≡HCC – Warrior Met Coal Inc.Reduce 9.00%−58,5961.40
Q3 2025filed Nov 14, 252 new2 added8 reduced4 exited
≡Deutsche Bank AGSell−1,021,558−6.22
≡BCC – Boise Cascade CompanyBuy273,7053.98
≡ROG – Rogers Corp.Buy199,3683.06
≡SKY – Champion Homes, Inc.Add 78.00%46,5440.78
Q2 2025filed Aug 13, 253 new9 added12 reduced12 exited
≡ORI – Old Republic International Corp.Reduce 71.00%−237,853−1.86
≡Comerica Inc.Reduce 43.00%−131,694−1.48
≡TDW – Tidewater Inc.Add 8.00%65,8991.47
≡BAM – Brookfield Asset Mgmt. CL ASell−132,103−1.28
Q1 2025filed May 14, 253 new5 added10 reduced1 exited
≡PHM – PulteGroup Inc.Buy63,8001.32
≡LEN.B – Lennar Corp - Class BReduce 9.00%−14,011−0.90
≡AMH – American Homes 4 RentReduce 40.00%−128,661−0.87
≡VAL – Valaris Ltd.Add 34.00%143,231
Q4 2024filed Feb 13, 252 new6 added10 reduced2 exited
≡LAZ – Lazard Ltd.Sell−362,515−2.99
≡HCC – Warrior Met Coal Inc.Reduce 26.00%−207,969−2.14
≡Comerica Inc.Reduce 36.00%−173,002−1.04
≡FPH – Five Point Holdings LLC - CL AAdd 25.00%814,9810.77
Q3 2024filed Nov 14, 242 new2 added7 reduced2 exited
≡TDW – Tidewater Inc.Reduce 6.00%−28,337−2.68
≡ORI – Old Republic International Corp.Reduce 38.00%−317,794−1.43
≡WASH – Washington Trust Bancorp.Sell−199,119−0.94
≡LAZ – Lazard Ltd.Reduce 34.00%−188,294
Q2 2024filed Aug 13, 242 new6 added8 reduced1 exited
≡Hawaiian Holdings Inc.Sell−686,011−1.46
≡DHI – DR Horton Inc.Reduce 14.00%−17,008−0.67
≡LOW – Lowe's Companies Inc.Reduce 48.00%−13,039−0.57
≡WY – Weyerhaeuser CompanyReduce 7.00%−26,064−0.45
Q1 2024filed May 13, 241 new5 added9 reduced2 exited
≡LAZ – Lazard Ltd.Buy550,4723.68
≡HCC – Warrior Met Coal Inc.Reduce 21.00%−203,881−2.29
≡IVT – Inventrust Properties Corp.Reduce 56.00%−232,379−0.98
≡TDW – Tidewater Inc.Reduce 27.00%−191,411
Q4 2023filed Feb 14, 242 new5 added16 reduced2 exited
≡LAZ – Lazard Ltd.Sell−550,206−2.86
≡TDW – Tidewater Inc.Reduce 13.00%−105,554−1.48
≡HCC – Warrior Met Coal Inc.Reduce 24.00%−299,454−1.16
≡LOW – Lowe's Companies Inc.Reduce 48.00%−27,262
Q3 2023filed Nov 15, 233 new6 added8 reduced2 exited
≡HCC – Warrior Met Coal Inc.Reduce 6.00%−77,5582.20
≡BATRAUSD – Liberty Media Corp. - Braves ASell−164,438−1.11
≡BATRA – Atlanta Braves Holdings Inc - ABuy164,4381.06
≡Chase Corp.Sell−40,192−0.80
3.73
≡VAL – Valaris Ltd.Reduce 13.00%−76,1872.73
≡Deutsche Bank AGSell−337,193−2.36
≡BN – Brookfield Corp.Reduce 12.00%−66,624−1.41
≡CBRE – CBRE Group, Inc.Reduce 7.00%−10,505−1.29
≡KALU – Kaiser Aluminum Corp.Reduce 65.00%−55,482−1.20
≡BCC – Boise Cascade CompanyAdd 31.00%132,0221.17
≡FPH – Five Point Holdings LLC - CL AReduce 6.00%−252,755−1.15
≡BKD – Brookdale Senior Living Inc.Buy463,6641.03
≡COLL – Collegium Pharmaceutical Inc.Reduce 24.00%−48,258−0.88
≡Catalyst PharmaceuticalsBuy210,1610.84
≡RYN – Rayonier Inc.Sell−188,340−0.74
≡Cantaloupe, Inc.Sell−370,013−0.71
≡ROG – Rogers Corp.Reduce 24.00%−48,449−0.69
≡PLD – Prologis Inc.Reduce 13.00%−19,506−0.67
≡FSV – FirstService Corp.Add 170.00%31,7380.61
≡FNF – FNF GroupReduce 6.00%−11,865−0.58
≡QLYS – Qualy's, Inc.Buy39,1200.56
≡JLL – Jones Lang LasalleReduce 6.00%−1,944−0.50
≡AMH – American Homes 4 RentReduce 6.00%−15,992−0.43
≡SUPN – Supernus Pharmaceuticals, Inc.Reduce 19.00%−36,769−0.43
≡DHI – DR Horton Inc.Reduce 6.00%−4,358−0.40
≡PHM – PulteGroup Inc.Reduce 6.00%−5,556−0.33
≡FR – First Industrial Realty Trust, Inc.Reduce 23.00%−23,712−0.33
≡SUI – Sun Communities Inc.Reduce 6.00%−5,467−0.31
≡LXU – LSB Industries Inc.Reduce 52.00%−408,351−0.30
≡Proassurance Corp.Reduce 11.00%−32,382−0.24
≡COMP – Compass Inc.Buy187,4690.22
≡FLG – Flagstar BankAdd 52.00%113,9360.21
≡ALG – Alamo Group, Inc.Add 43.00%10,3230.19
≡UHAL.B – U-Haul Holding CompanyAdd 10.00%25,129−0.14
≡OSG – Octave Specialty GroupAdd 71.00%559,118−0.09
≡OCFC – OceanFirst Financial TrustAdd 28.00%53,8550.09
≡MYRG – MYR Group Inc.Reduce 19.00%−6,735−0.09
≡FG – F&G Annuities and LifeSell−12,319−0.07
≡ECPG – Encore Capital Group Inc.Reduce 17.00%−28,510−0.07
≡ICFI – ICF International, Inc.Add 36.00%18,872−0.06
≡
JLL – Jones Lang Lasalle
Reduce 33.00%
−17,268
−0.78
≡SEB – Seaboard Corp.Sell−1,015−0.71
≡FNF – FNF GroupAdd 73.00%86,6640.69
≡UMBF – UMB Financial CorporationReduce 20.00%−19,273−0.53
≡FSV – FirstService Corp.Buy18,7140.53
≡FLG – Flagstar BankBuy217,3050.50
≡SBSI – Southside Bancshares Inc.Reduce 44.00%−92,547−0.45
≡AMH – American Homes 4 RentAdd 46.00%87,4460.45
≡FRPH – FRP Holdings Inc.Reduce 40.00%−71,101−0.36
≡RYN – Rayonier Inc.Reduce 14.00%−29,712−0.36
≡Proassurance Corp.Reduce 20.00%−71,023−0.35
≡BN – Brookfield Corp.Add 45.00%169,870−0.25
≡VC – Visteon Corp.Sell−10,298−0.23
≡ALG – Alamo Group, Inc.Add 61.00%9,1400.20
≡UNF – UniFirst CorporationAdd 10.00%2,5050.19
≡OSG – Octave Specialty GroupAdd 30.00%178,7020.18
≡OCFC – OceanFirst Financial TrustAdd 19.00%30,4760.10
≡BXC – Bluelinx Holdings Inc.Add 39.00%17,9820.08
≡FG – F&G Annuities and LifeBuy12,3190.07
≡WY – Weyerhaeuser CompanyAdd 6.00%9,662−0.02
≡ICFI – ICF International, Inc.Add 12.00%5,840−0.01
≡ORI – Old Republic International Corp.Sell−98,535−0.78
≡MYRG – MYR Group Inc.Reduce 35.00%−19,041−0.69
≡HBB – Hamilton Beach BrandSell−131,461−0.49
≡ITIC – Investors Title Co.Reduce 39.00%−13,869−0.45
≡WY – Weyerhaeuser CompanyReduce 27.00%−58,929−0.41
≡FRPH – FRP Holdings Inc.Reduce 16.00%−32,910−0.37
≡MRP – Millrose Properties, Inc.Sell−50,697−0.30
≡FR – First Industrial Realty Trust, Inc.Reduce 20.00%−26,321−0.28
≡CBRE – CBRE Group, Inc.Reduce 6.00%−10,038−0.21
≡UNF – UniFirst CorporationAdd 11.00%2,573−0.10
≡RYN – Rayonier Inc.Reduce 16.00%−40,077−0.08
≡Comerica Inc.Reduce 9.00%−14,896−0.08
≡Cantaloupe, Inc.Buy370,0130.84
≡Proassurance Corp.Reduce 32.00%−179,348−0.83
≡PHM – PulteGroup Inc.Add 52.00%33,1310.79
≡SKY – Champion Homes, Inc.Buy59,8650.77
≡Deutsche Bank AGReduce 29.00%−426,012−0.62
≡KALU – Kaiser Aluminum Corp.Add 12.00%9,7070.50
≡HBB – Hamilton Beach BrandReduce 47.00%−118,508−0.49
≡MYRG – MYR Group Inc.Reduce 25.00%−18,2020.39
≡ELME – Elme CommunitiesSell−93,000−0.32
≡ITIC – Investors Title Co.Reduce 8.00%−3,167−0.32
≡WCC – Wesco InternationalAdd 36.00%5,2710.31
≡FRPH – FRP Holdings Inc.Reduce 16.00%−41,512−0.28
≡BXC – Bluelinx Holdings Inc.Add 55.00%16,4880.26
≡PLD – Prologis Inc.Add 13.00%16,3600.26
≡CTO – CTO Realty Growth, Inc.Sell−63,000−0.24
≡ALG – Alamo Group, Inc.Reduce 42.00%−10,677−0.24
≡OSG – Ambac Financial GroupAdd 65.00%236,9300.24
≡Whitestone REITSell−80,000−0.23
≡IVT – Inventrust Properties Corp.Sell−38,000−0.22
≡VC – Visteon Corp.Buy10,2980.20
≡SUI – Sun Communities Inc.Add 7.00%6,4950.20
≡OCFC – OceanFirst Financial TrustAdd 39.00%45,5950.19
≡Potlatchdeltic Corp.Sell−20,000−0.18
≡MRP – Millrose Properties, Inc.Reduce 37.00%−30,193−0.13
≡RMR – The RMR Group Inc.Sell−37,000−0.12
≡SEB – Seaboard Corp.Reduce 23.00%−304−0.11
≡VTMX – Vesta Real Estate Corp.Sell−25,000−0.11
≡STC – Stewart Information Services Corp.Sell−5,194−0.07
≡GRBK – Green Brick PartnersSell−5,000−0.06
≡UHAL – U-Haul Holding CompanySell−1,456−0.02
≡Equity CommonwealthSell−55,000−0.02
≡CET – Central Securities CorporationReduce 8.00%−9,3980.00
0.83
≡TDW – Tidewater Inc.Add 38.00%221,0790.63
≡ORI – Old Republic International Corp.Reduce 28.00%−129,090−0.61
≡BXC – Bluelinx Holdings Inc.Buy29,8690.45
≡Deutsche Bank AGReduce 34.00%−738,934−0.45
≡MRP – Millrose Properties, Inc.Buy80,8900.43
≡SEB – Seaboard Corp.Reduce 43.00%−1,015−0.38
≡ROIC 03/19/11 P7.5 – Retail Opportunity Investments Corp.Sell−90,000−0.30
≡ALG – Alamo Group, Inc.Reduce 20.00%−6,334−0.23
≡SUI – Sun Communities Inc.Reduce 16.00%−17,422−0.23
≡ICFI – ICF International, Inc.Add 6.00%2,836−0.22
≡OCFC – OceanFirst Financial TrustAdd 92.00%55,7840.18
≡RYN – Rayonier Inc.Reduce 18.00%−57,301−0.15
≡OSG – Ambac Financial GroupAdd 59.00%136,0450.08
≡FR – First Industrial Realty Trust, Inc.Reduce 14.00%−22,572−0.07
≡HBB – Hamilton Beach BrandReduce 16.00%−47,5210.01
≡IVT – Inventrust Properties Corp.Reduce 79.00%−145,176−0.63
≡HBB – Hamilton Beach BrandReduce 6.00%−19,144−0.61
≡TDW – Tidewater Inc.Add 22.00%106,7050.57
≡OSG – Ambac Financial GroupBuy230,4160.56
≡WY – Weyerhaeuser CompanyReduce 28.00%−87,158−0.50
≡BN – Brookfield Corp.Reduce 14.00%−63,3160.40
≡UMBF – UMB Financial CorporationReduce 7.00%−8,1000.34
≡ORI – Old Republic International Corp.Reduce 9.00%−44,5760.31
≡UHAL.B – U-Haul Holding CompanyReduce 12.00%−34,663−0.25
≡Deutsche Bank AGReduce 12.00%−302,4260.25
≡PBF – PBF Energy Inc.Add 52.00%45,0920.24
≡OCFC – OceanFirst Financial TrustBuy60,8590.21
≡SD – Sandridge Energy Inc.Add 18.00%50,1440.19
≡VTMX – Vesta Real Estate Corp.Add 150.00%15,0000.08
≡COLL – Collegium Pharmaceutical Inc.Add 11.00%20,750−0.03
≡TPHS – Trinity Place HoldingsSell−3,475,472−0.02
−0.62
≡SD – Sandridge Energy Inc.Buy280,5540.56
≡LOW – Lowe's Companies Inc.Sell−14,096−0.53
≡BN – Brookfield Corp.Reduce 6.00%−29,7360.50
≡PBF – PBF Energy Inc.Buy85,9580.43
≡MYRG – MYR Group Inc.Add 7.00%5,040−0.36
≡WCC – Wesco InternationalAdd 211.00%10,0030.28
≡UMBF – UMB Financial CorporationReduce 26.00%−38,388−0.23
≡DHI – DR Horton Inc.Reduce 26.00%−27,245−0.11
≡WY – Weyerhaeuser CompanyReduce 11.00%−36,7330.03
≡SUI – Sun Communities Inc.Add 24.00%20,6170.44
≡KALU – Kaiser Aluminum Corp.Reduce 28.00%−31,116−0.38
≡COLL – Collegium Pharmaceutical Inc.Add 69.00%74,1610.34
≡RYN – Rayonier Inc.Reduce 7.00%−23,595−0.22
≡UNF – UniFirst CorporationAdd 18.00%3,5190.14
≡WCC – Wesco InternationalBuy4,7360.13
≡Proassurance Corp.Reduce 8.00%−49,034−0.08
≡PLD – Prologis Inc.Add 10.00%12,0430.06
≡VTMX – Vesta Real Estate Corp.Buy10,0000.05
≡AMH – American Homes 4 RentReduce 6.00%−18,8870.05
≡TPHS – Trinity Place HoldingsReduce 15.00%−634,000−0.03
≡SUPN – Supernus Pharmaceuticals, Inc.Add 18.00%29,401−0.00
≡FRPH – FRP Holdings Inc.Add 100.00%126,566−0.00
−0.81
≡SUI – Sun Communities Inc.Add 72.00%36,5440.68
≡FIX – Comfort Systems USA Inc.Sell−19,434−0.66
≡SPHR – Madison Square Garden EntertainmentSell−105,583−0.59
≡Hawaiian Holdings Inc.Reduce 16.00%−129,568−0.44
≡LXU – LSB Industries Inc.Add 67.00%314,6950.38
≡Proassurance Corp.Add 38.00%169,4840.25
≡COLL – Collegium Pharmaceutical Inc.Add 30.00%25,0000.25
≡ICFI – ICF International, Inc.Reduce 23.00%−13,510−0.21
≡STC – Stewart Information Services Corp.Reduce 69.00%−11,806−0.11
≡HBB – Hamilton Beach BrandReduce 31.00%−140,264−0.08
≡ELME – Elme CommunitiesAdd 43.00%28,0000.05
≡LOW – Lowe's Companies Inc.Reduce 9.00%−2,5950.02
≡TPHS – Trinity Place HoldingsReduce 20.00%−1,018,3140.00
−0.90
≡LXU – LSB Industries Inc.Add 1446.00%442,5960.67
≡UHAL.B – U-Haul Holding CompanyReduce 6.00%−17,5460.61
≡COLL – Collegium Pharmaceutical Inc.Buy83,1200.42
≡BN – Brookfield Corp.Reduce 6.00%−32,0780.42
≡SUI – Sun Communities Inc.Add 39.00%14,1070.39
≡ITIC – Investors Title Co.Add 32.00%9,5650.31
≡WASH – Washington Trust Bancorp.Reduce 33.00%−95,875−0.29
≡MYRG – MYR Group Inc.Reduce 16.00%−13,049−0.24
≡LEN.B – Lennar Corp - Class BReduce 16.00%−32,1620.22
≡SUPN – Supernus Pharmaceuticals, Inc.Add 37.00%43,1680.21
≡ROIC 03/19/11 P7.5 – Retail Opportunity Investments Corp.Buy90,0000.21
≡Hawaiian Holdings Inc.Reduce 48.00%−746,5460.19
≡Retail Opportunity Investments Corp.Sell−90,000−0.19
≡DHI – DR Horton Inc.Reduce 23.00%−35,8160.17
≡FPH – Five Point Holdings LLC - CL AReduce 12.00%−451,079−0.16
≡JLL – Jones Lang LasalleReduce 30.00%−22,268−0.13
≡RYN – Rayonier Inc.Reduce 19.00%−79,472−0.12
≡HBB – Hamilton Beach BrandReduce 20.00%−111,8270.12
≡WY – Weyerhaeuser CompanyReduce 15.00%−65,102−0.11
≡KALU – Kaiser Aluminum Corp.Add 14.00%14,0180.10
≡FIX – Comfort Systems USA Inc.Reduce 24.00%−6,270−0.10
≡Comerica Inc.Reduce 17.00%−99,010−0.76
≡PLD – Prologis Inc.Reduce 18.00%−27,842−0.74
≡Deutsche Bank AGReduce 18.00%−563,229−0.71
≡ITIC – Investors Title Co.Add 344.00%22,9260.57
≡SUI – Sun Communities Inc.Add 217.00%25,0100.48
≡WY – Weyerhaeuser CompanyReduce 10.00%−49,998−0.46
≡WASH – Washington Trust Bancorp.Add 44.00%90,8420.45
≡RYN – Rayonier Inc.Reduce 6.00%−28,015−0.33
≡TDW – Tidewater Inc.Reduce 26.00%−289,414−0.24
≡SUPN – Supernus Pharmaceuticals, Inc.Add 74.00%49,4870.22
≡ECPG – Encore Capital Group Inc.Add 18.00%25,7230.19
≡BATRK – Atlanta Braves Holdings Inc - CBuy25,7000.15
≡SPHR – Madison Square Garden EntertainmentReduce 14.00%−17,5000.12
≡LXU – LSB Industries Inc.Buy30,6180.05
≡ELME – Elme CommunitiesAdd 44.00%20,0000.03