The Analysis of THIRD AVENUE MANAGEMENT LLC's Holdings
Currently, THIRD AVENUE MANAGEMENT LLC holds 50 types of securities in its portfolio with a total value $532.7M. In the most recent quarter, they have increased their positions in BCC (+273.7K shares, valued at $21.2M), ROG (+199.4K shares, valued at $16.3M), SKY (+46.5K shares, valued at $3.6M); decreased their positions in MYRG (-19.0K shares, valued at $3.8M), ITIC (-13.9K shares, valued at $3.7M), CBRE (-10.0K shares, valued at $1.6M); initiated new positions in BCC (+273.7K shares, valued at $21.2M), ROG (+199.4K shares, valued at $16.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TDW Tidewater Inc.874.7K shares-0.06%2025-09-302025-11-14
HCC Warrior Met Coal Inc.641.9K shares0.04%2025-09-302025-11-14 VAL Valaris Ltd.585.6K shares-0.05%2025-09-302025-11-14 BN Brookfield Corp.378.2K shares0.00%2025-09-302025-11-14 FPH Five Point Holdings LLC - CL A4.1M shares-0.29%2025-09-302025-11-14 CBRE CBRE Group, Inc.154.7K shares-6.09%2025-09-302025-11-14 BCC Boise Cascade Company273.7K sharesnew addition2025-09-302025-11-14 LEN.B Lennar Corp - Class B147.8K shares-0.13%2025-09-302025-11-14 PLD Prologis Inc.145.4K shares-0.09%2025-09-302025-11-14 ROG Rogers Corp.199.4K sharesnew addition2025-09-302025-11-14 JLL Jones Lang Lasalle51.6K shares-0.14%2025-09-302025-11-14 DHI DR Horton Inc.78.1K shares-0.14%2025-09-302025-11-14 UHAL.B U-Haul Holding Company259.2K shares-0.11%2025-09-302025-11-14 PHM PulteGroup Inc.96.8K shares-0.17%2025-09-302025-11-14 SUI Sun Communities Inc.96.8K shares-0.44%2025-09-302025-11-14 UMBF UMB Financial Corporation97.5K shares-5.10%2025-09-302025-11-14 CMA Comerica Inc.156.3K shares-8.70%2025-09-302025-11-14 SUPN Supernus Pharmaceuticals, Inc.189.5K shares0.00%2025-09-302025-11-14 PRA Proassurance Corp.364.0K shares-5.36%2025-09-302025-11-14 SKY Champion Homes, Inc.106.4K shares77.75%2025-09-302025-11-14 BATRA Atlanta Braves Holdings Inc - A164.4K shares0.00%2025-09-302025-11-14 MYRG MYR Group Inc.35.6K shares-34.88%2025-09-302025-11-14 FNF FNF Group118.7K shares0.00%2025-09-302025-11-14 COLL Collegium Pharmaceutical Inc.203.4K shares0.00%2025-09-302025-11-14 KALU Kaiser Aluminum Corp.89.5K shares0.00%2025-09-302025-11-14 ECPG Encore Capital Group Inc.171.0K shares0.00%2025-09-302025-11-14 PB Prosperity Bancshares Inc.102.2K shares0.00%2025-09-302025-11-14 AMH American Homes 4 Rent191.1K shares0.00%2025-09-302025-11-14 LXU LSB Industries Inc.789.4K shares0.00%2025-09-302025-11-14 ITIC Investors Title Co.21.9K shares-38.79%2025-09-302025-11-14 RYN Rayonier Inc.218.1K shares-15.53%2025-09-302025-11-14 SBSI Southside Bancshares Inc.209.4K shares0.00%2025-09-302025-11-14 FR First Industrial Realty Trust, Inc.106.3K shares-19.84%2025-09-302025-11-14 TPH Tri Pointe Group Inc.155.9K shares0.02%2025-09-302025-11-14 CET Central Securities Corporation101.8K shares0.00%2025-09-302025-11-14 AMBC Ambac Financial Group603.4K shares0.00%2025-09-302025-11-14 ICFI ICF International, Inc.47.0K shares0.00%2025-09-302025-11-14 UNF UniFirst Corporation25.9K shares11.02%2025-09-302025-11-14 FRPH FRP Holdings Inc.178.5K shares-15.56%2025-09-302025-11-14 WCC Wesco International20.1K shares0.00%2025-09-302025-11-14 WY Weyerhaeuser Company161.9K shares-26.68%2025-09-302025-11-14 PBF PBF Energy Inc.131.1K shares0.00%2025-09-302025-11-14 CTLP Cantaloupe, Inc.370.0K shares0.00%2025-09-302025-11-14 SD Sandridge Energy Inc.330.7K shares0.00%2025-09-302025-11-14 SEB Seaboard Corp.1.0K shares0.00%2025-09-302025-11-14 BXC Bluelinx Holdings Inc.46.4K shares0.00%2025-09-302025-11-14 OCFC OceanFirst Financial Trust162.3K shares0.06%2025-09-302025-11-14 ALG Alamo Group, Inc.14.9K shares0.00%2025-09-302025-11-14 VC Visteon Corp.10.3K shares0.00%2025-09-302025-11-14 BATRK Atlanta Braves Holdings Inc - C26.1K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available