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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, 264 new8 added10 reduced2 exited
≡RHI – Robert Half IncAdd 33.68%304,4312.21
≡HCC – Warrior Met Coal IncReduce 21.59%−78,604−1.80
≡Tri Pointe Group Inc.Sell−155,855−1.18
≡PRA – Proassurance Corp.Sell−260,608−1.05
≡ROG – Rogers CorpReduce 59.22%−89,441−1.02
≡TMHC – Taylor Morrison Home CorpBuy85,9410.99
≡MMS – Maximus IncBuy74,0850.64
≡HKHGF – Hongkong Land Holdings LtdBuy550,3000.63
≡BCC – Boise Cascade CoAdd 7.13%40,0650.55
≡CRAI – CRA International IncBuy20,8190.47
≡BN – Brookfield CorpReduce 17.98%−86,566−0.47
≡PLD – Prologis IncReduce 16.77%−21,122−0.43
≡ICFI – ICF International IncAdd 37.86%27,1570.39
≡ECPG – Encore Capital Group IncReduce 8.98%−12,7950.31
≡UNF – UniFirst Corp/MAReduce 26.84%−7,632−0.28
≡MYRG – MYR Group IncReduce 54.66%−15,753−0.28
≡FSV – FirstService CorpAdd 22.79%11,4990.27
≡BATRA – Atlanta Braves Holdings IncReduce 31.96%−52,558−0.25
≡BKD – Brookdale Senior Living IncAdd 6.72%31,1620.24
≡COLL – Collegium Pharmaceutical IncAdd 17.73%27,5020.22
≡ALG – Alamo Group IncAdd 23.11%7,9330.19
≡DHI – DR Horton IncReduce 6.27%−4,6310.16
≡SD – SandRidge Energy IncAdd 6.57%21,740−0.10
≡WCC – WESCO International IncReduce 11.85%−2,2800.08
Q1 2026filed May 13, 266 new9 added24 reduced4 exited
≡HOG – Harley-Davidson IncBuy1,462,6704.80
≡TDW – Tidewater Inc.Add 5.51%48,1104.48
≡HCC – Warrior Met Coal Inc.Reduce 37.60%−219,318−3.84
≡RHI – Robert Half, Inc.Buy903,905
Q4 2025filed Feb 12, 264 new11 added8 reduced3 exited
≡DB – Deutsche Bank AGBuy337,1932.36
≡CMA – Comerica Inc.Sell−156,314−2.03
≡BCC – Boise Cascade CompanyAdd 57.10%156,2941.78
≡HCC – Warrior Met Coal Inc.Reduce 9.13%−58,596
Q3 2025filed Nov 14, 252 new2 added10 reduced4 exited
≡DB – 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 77.75%46,544
Q2 2025filed Aug 13, 253 new9 added12 reduced12 exited
≡ORI – Old Republic International Corp.Reduce 70.71%−237,853−1.86
≡CMA – Comerica Inc.Reduce 43.48%−131,694−1.48
≡TDW – Tidewater Inc.Add 8.14%65,8991.47
≡BAM – Brookfield Asset Mgmt. CL ASell−132,103
Q1 2025filed May 14, 253 new5 added11 reduced1 exited
≡PHM – PulteGroup Inc.Buy63,8001.32
≡LEN.B – Lennar Corp - Class BReduce 8.66%−14,011−0.90
≡AMH – American Homes 4 RentReduce 40.05%−128,661−0.87
≡VAL – Valaris Ltd.Add 33.57%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 26.15%−207,969−2.14
≡CMA – Comerica Inc.Reduce 36.35%−173,002−1.04
≡FPH – Five Point Holdings LLC - CL AAdd 24.61%814,981
Q3 2024filed Nov 14, 242 new2 added7 reduced2 exited
≡TDW – Tidewater Inc.Reduce 5.56%−28,337−2.68
≡ORI – Old Republic International Corp.Reduce 38.39%−317,794−1.43
≡WASH – Washington Trust Bancorp.Sell−199,119−0.94
≡LAZ – Lazard Ltd.Reduce 34.18%−188,294
Q2 2024filed Aug 13, 242 new6 added8 reduced1 exited
≡Hawaiian Holdings Inc.Sell−686,011−1.46
≡DHI – DR Horton Inc.Reduce 13.83%−17,008−0.67
≡LOW – Lowe's Companies Inc.Reduce 48.05%−13,039−0.57
≡WY – Weyerhaeuser CompanyReduce 7.03%−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 21.06%−203,881−2.29
≡IVT – Inventrust Properties Corp.Reduce 55.90%−232,379−0.98
≡TDW – Tidewater Inc.Reduce 27.20%−191,411
Q4 2023filed Feb 14, 242 new5 added18 reduced2 exited
≡LAZ – Lazard Ltd.Sell−550,206−2.86
≡TDW – Tidewater Inc.Reduce 13.04%−105,554−1.48
≡HCC – Warrior Met Coal Inc.Reduce 23.63%−299,454−1.16
≡LOW – Lowe's Companies Inc.Reduce 47.83%−27,262
Q3 2023filed Nov 15, 233 new6 added8 reduced2 exited
≡HCC – Warrior Met Coal Inc.Reduce 5.77%−77,5582.20
≡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 13.04%−76,1872.73
≡DB – Deutsche Bank AGSell−337,193−2.36
≡BN – Brookfield Corp.Reduce 12.16%−66,624−1.41
≡CBRE – CBRE Group, Inc.Reduce 7.15%−10,505−1.29
≡KALU – Kaiser Aluminum Corp.Reduce 65.00%−55,482−1.20
≡BCC – Boise Cascade CompanyAdd 30.70%132,0221.17
≡FPH – Five Point Holdings LLC - CL AReduce 6.14%−252,755−1.15
≡BKD – Brookdale Senior Living Inc.Buy463,6641.03
≡COLL – Collegium Pharmaceutical Inc.Reduce 23.73%−48,258−0.88
≡CPRX – Catalyst PharmaceuticalsBuy210,1610.84
≡RYN – Rayonier Inc.Sell−188,340−0.74
≡Cantaloupe, Inc.Sell−370,013−0.71
≡ROG – Rogers Corp.Reduce 24.29%−48,449−0.69
≡PLD – Prologis Inc.Reduce 13.41%−19,506−0.67
≡FSV – FirstService Corp.Add 169.59%31,7380.61
≡FNF – FNF GroupReduce 5.78%−11,865−0.58
≡QLYS – Qualy's, Inc.Buy39,1200.56
≡JLL – Jones Lang LasalleReduce 5.66%−1,944−0.50
≡AMH – American Homes 4 RentReduce 5.74%−15,992−0.43
≡SUPN – Supernus Pharmaceuticals, Inc.Reduce 19.40%−36,769−0.43
≡SKY – Champion Homes, Inc.Reduce 5.31%−5,652−0.42
≡DHI – DR Horton Inc.Reduce 5.57%−4,358−0.40
≡PHM – PulteGroup Inc.Reduce 5.52%−5,556−0.33
≡FR – First Industrial Realty Trust, Inc.Reduce 22.64%−23,712−0.33
≡SUI – Sun Communities Inc.Reduce 5.64%−5,467−0.31
≡LXU – LSB Industries Inc.Reduce 51.73%−408,351−0.30
≡PRA – Proassurance Corp.Reduce 11.05%−32,382−0.24
≡COMP – Compass Inc.Buy187,4690.22
≡FLG – Flagstar BankAdd 52.43%113,9360.21
≡ALG – Alamo Group, Inc.Add 43.00%10,3230.19
≡UHAL.B – U-Haul Holding CompanyAdd 9.69%25,129−0.14
≡WY – Weyerhaeuser CompanyReduce 5.36%−9,205−0.09
≡OSG – Octave Specialty GroupAdd 71.49%559,118−0.09
≡OCFC – OceanFirst Financial TrustAdd 27.93%53,8550.09
≡MYRG – MYR Group Inc.Reduce 18.94%−6,735−0.09
≡FG – F&G Annuities and LifeSell−12,319−0.07
≡ECPG – Encore Capital Group Inc.Reduce 16.67%−28,510−0.07
≡ICFI – ICF International, Inc.Add 35.70%18,872−0.06
≡WCC – Wesco InternationalReduce 5.18%−1,052−0.05
1.40
≡JLL – Jones Lang LasalleReduce 33.45%−17,268−0.78
≡SEB – Seaboard Corp.Sell−1,015−0.71
≡FNF – FNF GroupAdd 73.04%86,6640.69
≡UMBF – UMB Financial CorporationReduce 19.76%−19,273−0.53
≡FSV – FirstService Corp.Buy18,7140.53
≡FLG – Flagstar BankBuy217,3050.50
≡SBSI – Southside Bancshares Inc.Reduce 44.19%−92,547−0.45
≡AMH – American Homes 4 RentAdd 45.77%87,4460.45
≡FRPH – FRP Holdings Inc.Reduce 39.83%−71,101−0.36
≡RYN – Rayonier Inc.Reduce 13.63%−29,712−0.36
≡PRA – Proassurance Corp.Reduce 19.51%−71,023−0.35
≡CBRE – CBRE Group, Inc.Reduce 5.07%−7,837−0.25
≡BN – Brookfield Corp.Add 44.91%169,870−0.25
≡VC – Visteon Corp.Sell−10,298−0.23
≡ALG – Alamo Group, Inc.Add 61.47%9,1400.20
≡UNF – UniFirst CorporationAdd 9.66%2,5050.19
≡OSG – Octave Specialty GroupAdd 29.62%178,7020.18
≡OCFC – OceanFirst Financial TrustAdd 18.77%30,4760.10
≡BXC – Bluelinx Holdings Inc.Add 38.79%17,9820.08
≡FG – F&G Annuities and LifeBuy12,3190.07
≡WY – Weyerhaeuser CompanyAdd 5.97%9,662−0.02
≡ICFI – ICF International, Inc.Add 12.42%5,840−0.01
0.78
≡ORI – Old Republic International Corp.Sell−98,535−0.78
≡MYRG – MYR Group Inc.Reduce 34.88%−19,041−0.69
≡HBB – Hamilton Beach BrandSell−131,461−0.49
≡ITIC – Investors Title Co.Reduce 38.79%−13,869−0.45
≡WY – Weyerhaeuser CompanyReduce 26.68%−58,929−0.41
≡FRPH – FRP Holdings Inc.Reduce 15.56%−32,910−0.37
≡MRP – Millrose Properties, Inc.Sell−50,697−0.30
≡FR – First Industrial Realty Trust, Inc.Reduce 19.84%−26,321−0.28
≡CBRE – CBRE Group, Inc.Reduce 6.09%−10,038−0.21
≡PRA – Proassurance Corp.Reduce 5.36%−20,627−0.17
≡UNF – UniFirst CorporationAdd 11.02%2,573−0.10
≡RYN – Rayonier Inc.Reduce 15.53%−40,077−0.08
≡CMA – Comerica Inc.Reduce 8.70%−14,896−0.08
≡UMBF – UMB Financial CorporationReduce 5.10%−5,245−0.06
−1.28
≡Cantaloupe, Inc.Buy370,0130.84
≡PRA – Proassurance Corp.Reduce 31.80%−179,348−0.83
≡PHM – PulteGroup Inc.Add 51.93%33,1310.79
≡SKY – Champion Homes, Inc.Buy59,8650.77
≡DB – Deutsche Bank AGReduce 29.43%−426,012−0.62
≡KALU – Kaiser Aluminum Corp.Add 12.16%9,7070.50
≡HBB – Hamilton Beach BrandReduce 47.41%−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 8.14%−3,167−0.32
≡WCC – Wesco InternationalAdd 35.56%5,2710.31
≡FRPH – FRP Holdings Inc.Reduce 16.41%−41,512−0.28
≡BXC – Bluelinx Holdings Inc.Add 55.20%16,4880.26
≡PLD – Prologis Inc.Add 12.67%16,3600.26
≡CTO – CTO Realty Growth, Inc.Sell−63,000−0.24
≡ALG – Alamo Group, Inc.Reduce 41.80%−10,677−0.24
≡OSG – Ambac Financial GroupAdd 64.65%236,9300.24
≡WSR – 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 7.16%6,4950.20
≡OCFC – OceanFirst Financial TrustAdd 39.09%45,5950.19
≡PCH – Potlatchdeltic Corp.Sell−20,000−0.18
≡MRP – Millrose Properties, Inc.Reduce 37.33%−30,193−0.13
≡RMR – The RMR Group Inc.Sell−37,000−0.12
≡SEB – Seaboard Corp.Reduce 23.05%−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 8.45%−9,3980.00
0.83
≡TDW – Tidewater Inc.Add 37.59%221,0790.63
≡ORI – Old Republic International Corp.Reduce 27.73%−129,090−0.61
≡BXC – Bluelinx Holdings Inc.Buy29,8690.45
≡DB – Deutsche Bank AGReduce 33.80%−738,934−0.45
≡MRP – Millrose Properties, Inc.Buy80,8900.43
≡SEB – Seaboard Corp.Reduce 43.49%−1,015−0.38
≡ROIC 03/19/11 P7.5 – Retail Opportunity Investments Corp.Sell−90,000−0.30
≡ALG – Alamo Group, Inc.Reduce 19.87%−6,334−0.23
≡SUI – Sun Communities Inc.Reduce 16.11%−17,422−0.23
≡ICFI – ICF International, Inc.Add 6.42%2,836−0.22
≡OCFC – OceanFirst Financial TrustAdd 91.66%55,7840.18
≡RYN – Rayonier Inc.Reduce 18.14%−57,301−0.15
≡CBRE – CBRE Group, Inc.Reduce 5.12%−8,909−0.09
≡OSG – Ambac Financial GroupAdd 59.04%136,0450.08
≡FR – First Industrial Realty Trust, Inc.Reduce 14.37%−22,572−0.07
≡HBB – Hamilton Beach BrandReduce 15.97%−47,5210.01
0.77
≡IVT – Inventrust Properties Corp.Reduce 79.25%−145,176−0.63
≡HBB – Hamilton Beach BrandReduce 6.05%−19,144−0.61
≡TDW – Tidewater Inc.Add 22.16%106,7050.57
≡OSG – Ambac Financial GroupBuy230,4160.56
≡WY – Weyerhaeuser CompanyReduce 28.30%−87,158−0.50
≡BN – Brookfield Corp.Reduce 13.92%−63,3160.40
≡UMBF – UMB Financial CorporationReduce 7.30%−8,1000.34
≡ORI – Old Republic International Corp.Reduce 8.74%−44,5760.31
≡UHAL.B – U-Haul Holding CompanyReduce 12.18%−34,663−0.25
≡DB – Deutsche Bank AGReduce 12.15%−302,4260.25
≡PBF – PBF Energy Inc.Add 52.46%45,0920.24
≡OCFC – OceanFirst Financial TrustBuy60,8590.21
≡SD – Sandridge Energy Inc.Add 17.87%50,1440.19
≡VTMX – Vesta Real Estate Corp.Add 150.00%15,0000.08
≡COLL – Collegium Pharmaceutical Inc.Add 11.36%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 6.14%−29,7360.50
≡PBF – PBF Energy Inc.Buy85,9580.43
≡MYRG – MYR Group Inc.Add 7.44%5,040−0.36
≡WCC – Wesco InternationalAdd 211.21%10,0030.28
≡UMBF – UMB Financial CorporationReduce 25.71%−38,388−0.23
≡DHI – DR Horton Inc.Reduce 25.71%−27,245−0.11
≡WY – Weyerhaeuser CompanyReduce 10.66%−36,7330.03
≡SUI – Sun Communities Inc.Add 23.65%20,6170.44
≡KALU – Kaiser Aluminum Corp.Reduce 28.10%−31,116−0.38
≡COLL – Collegium Pharmaceutical Inc.Add 68.59%74,1610.34
≡RYN – Rayonier Inc.Reduce 6.95%−23,595−0.22
≡UNF – UniFirst CorporationAdd 17.74%3,5190.14
≡WCC – Wesco InternationalBuy4,7360.13
≡PRA – Proassurance Corp.Reduce 8.00%−49,034−0.08
≡PLD – Prologis Inc.Add 10.31%12,0430.06
≡VTMX – Vesta Real Estate Corp.Buy10,0000.05
≡AMH – American Homes 4 RentReduce 5.56%−18,8870.05
≡TPHS – Trinity Place HoldingsReduce 15.43%−634,000−0.03
≡SUPN – Supernus Pharmaceuticals, Inc.Add 18.41%29,401−0.00
≡FRPH – FRP Holdings Inc.Add 100.06%126,566−0.00
−0.81
≡SUI – Sun Communities Inc.Add 72.17%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 15.89%−129,568−0.44
≡LXU – LSB Industries Inc.Add 66.50%314,6950.38
≡PRA – Proassurance Corp.Add 38.20%169,4840.25
≡COLL – Collegium Pharmaceutical Inc.Add 30.08%25,0000.25
≡ICFI – ICF International, Inc.Reduce 23.38%−13,510−0.21
≡STC – Stewart Information Services Corp.Reduce 69.45%−11,806−0.11
≡HBB – Hamilton Beach BrandReduce 30.65%−140,264−0.08
≡ELME – Elme CommunitiesAdd 43.08%28,0000.05
≡LOW – Lowe's Companies Inc.Reduce 8.73%−2,5950.02
≡TPHS – Trinity Place HoldingsReduce 19.86%−1,018,3140.00
−0.90
≡LXU – LSB Industries Inc.Add 1445.54%442,5960.67
≡UHAL.B – U-Haul Holding CompanyReduce 5.62%−17,5460.61
≡COLL – Collegium Pharmaceutical Inc.Buy83,1200.42
≡BN – Brookfield Corp.Reduce 6.16%−32,0780.42
≡SUI – Sun Communities Inc.Add 38.62%14,1070.39
≡ITIC – Investors Title Co.Add 32.32%9,5650.31
≡WASH – Washington Trust Bancorp.Reduce 32.50%−95,875−0.29
≡PLD – Prologis Inc.Reduce 5.15%−6,3160.24
≡MYRG – MYR Group Inc.Reduce 16.15%−13,049−0.24
≡LEN.B – Lennar Corp - Class BReduce 15.62%−32,1620.22
≡SUPN – Supernus Pharmaceuticals, Inc.Add 37.04%43,1680.21
≡ROIC 03/19/11 P7.5 – Retail Opportunity Investments Corp.Buy90,0000.21
≡Hawaiian Holdings Inc.Reduce 47.79%−746,5460.19
≡Retail Opportunity Investments Corp.Sell−90,000−0.19
≡DHI – DR Horton Inc.Reduce 22.55%−35,8160.17
≡FPH – Five Point Holdings LLC - CL AReduce 12.04%−451,079−0.16
≡JLL – Jones Lang LasalleReduce 29.99%−22,268−0.13
≡RYN – Rayonier Inc.Reduce 19.00%−79,472−0.12
≡HBB – Hamilton Beach BrandReduce 19.64%−111,8270.12
≡WY – Weyerhaeuser CompanyReduce 14.96%−65,102−0.11
≡SPHR – Madison Square Garden EntertainmentReduce 5.10%−5,669−0.11
≡KALU – Kaiser Aluminum Corp.Add 14.49%14,0180.10
≡FIX – Comfort Systems USA Inc.Reduce 24.39%−6,270−0.10
≡
CMA – Comerica Inc.
Reduce 17.22%
−99,010
−0.76
≡PLD – Prologis Inc.Reduce 18.50%−27,842−0.74
≡DB – Deutsche Bank AGReduce 18.48%−563,229−0.71
≡ITIC – Investors Title Co.Add 343.56%22,9260.57
≡SUI – Sun Communities Inc.Add 217.16%25,0100.48
≡WY – Weyerhaeuser CompanyReduce 10.30%−49,998−0.46
≡WASH – Washington Trust Bancorp.Add 44.50%90,8420.45
≡RYN – Rayonier Inc.Reduce 6.28%−28,015−0.33
≡TDW – Tidewater Inc.Reduce 26.34%−289,414−0.24
≡SUPN – Supernus Pharmaceuticals, Inc.Add 73.79%49,4870.22
≡ECPG – Encore Capital Group Inc.Add 17.75%25,7230.19
≡BATRK – Atlanta Braves Holdings Inc - CBuy25,7000.15
≡SPHR – Madison Square Garden EntertainmentReduce 13.59%−17,5000.12
≡LXU – LSB Industries Inc.Buy30,6180.05
≡ELME – Elme CommunitiesAdd 44.44%20,0000.03