Third Avenue Management LLC

CIK: 1099281

Latest Filing

Filed: February 12, 2026

Total Portfolio Value

$550.22M

Total Holdings

51

Report Period

Dec 2025

Accession Number: 0001099281-26-000003
Report Date: December 31, 2025

Top 10 Holdings

HCC
9.3%
TDW
8.0%
BCC
5.8%
VAL
5.4%
BN
4.6%
CBRE
4.3%
FPH
4.2%
PLD
3.4%
ROG
3.3%
LEN
2.6%
Others
49.2%
Showing top 10 of 54 total holdings

Holdings (54)

Latest 13F positions

HC
HCC📈 History
Warrior Met Coal Inc.
583.3K$51.43M9.3%
-9%
TD
TDW📈 History
Tidewater Inc.
873.1K$44.10M8.0%
-
BC
BCC📈 History
Boise Cascade Company
430.0K$31.65M5.8%
+57%
VA
584.4K$29.45M5.4%
-
BN
BN📈 History
Brookfield Corp.
548.1K$25.15M4.6%
+45%
CB
CBRE📈 History
CBRE Group, Inc.
146.8K$23.61M4.3%
-5%
FP
FPH📈 History
Five Point Holdings LLC - CL A
4.11M$23.00M4.2%
-
PL
145.5K$18.57M3.4%
-
RO
199.5K$18.27M3.3%
-
LE
LEN📈 History
Lennar Corp - Class B
148.0K$14.08M2.6%
-
DB
DB📈 History
Deutsche Bank AG
337.2K$13.00M2.4%
+100%
UH
UHAL📈 History
U-Haul Holding Company
259.2K$12.12M2.2%
-
SU
SUI📈 History
Sun Communities Inc.
96.9K$12.01M2.2%
-
PH
PHM📈 History
PulteGroup Inc.
100.7K$11.81M2.1%
+4%
JL
JLL📈 History
Jones Lang Lasalle
34.4K$11.56M2.1%
-33%
DH
DHI📈 History
DR Horton Inc.
78.2K$11.26M2.0%
-
FN
205.3K$11.21M2.0%
+73%
KA
KALU📈 History
Kaiser Aluminum Corp.
85.4K$9.80M1.8%
-5%
SU
SUPN📈 History
Supernus Pharmaceuticals, Inc.
189.5K$9.42M1.7%
-
CO
COLL📈 History
Collegium Pharmaceutical Inc.
203.4K$9.42M1.7%
-