SI
Super Investor
HomeClub StocksInsightsInvestorsInsidersCongressStocksAll Funds
HomeClub StocksInsightsInvestorsInsidersCongressStocksAll Funds
HoldingsActivityBuysSells

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
≡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
≡ICFI – ICF International IncAdd 37.86%27,1570.39
≡FSV – FirstService CorpAdd 22.79%11,4990.27
≡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
≡SD – SandRidge Energy IncAdd 6.57%21,740−0.10
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
≡RHI – Robert Half, Inc.Buy903,9053.73
≡BCC – Boise Cascade CompanyAdd 30.70%132,022
Q4 2025filed Feb 12, 264 new11 added8 reduced3 exited
≡DB – Deutsche Bank AGBuy337,1932.36
≡BCC – Boise Cascade CompanyAdd 57.10%156,2941.78
≡FNF – FNF GroupAdd 73.04%86,6640.69
≡FSV – FirstService Corp.Buy18,714
Q3 2025filed Nov 14, 252 new2 added10 reduced4 exited
≡BCC – Boise Cascade CompanyBuy273,7053.98
≡ROG – Rogers Corp.Buy199,3683.06
≡SKY – Champion Homes, Inc.Add 77.75%46,5440.78
≡UNF – UniFirst CorporationAdd 11.02%2,573
Q2 2025filed Aug 13, 253 new9 added12 reduced12 exited
≡TDW – Tidewater Inc.Add 8.14%65,8991.47
≡Cantaloupe, Inc.Buy370,0130.84
≡PHM – PulteGroup Inc.Add 51.93%33,1310.79
≡SKY – Champion Homes, Inc.Buy59,8650.77
Q1 2025filed May 14, 253 new5 added11 reduced1 exited
≡PHM – PulteGroup Inc.Buy63,8001.32
≡VAL – Valaris Ltd.Add 33.57%143,2310.83
≡TDW – Tidewater Inc.Add 37.59%221,0790.63
≡BXC – Bluelinx Holdings Inc.Buy29,869
Q4 2024filed Feb 13, 252 new6 added10 reduced2 exited
≡FPH – Five Point Holdings LLC - CL AAdd 24.61%814,9810.77
≡TDW – Tidewater Inc.Add 22.16%106,7050.57
≡OSG – Ambac Financial GroupBuy230,4160.56
≡PBF – PBF Energy Inc.Add 52.46%45,092
Q3 2024filed Nov 14, 242 new2 added7 reduced2 exited
≡SD – Sandridge Energy Inc.Buy280,5540.56
≡PBF – PBF Energy Inc.Buy85,9580.43
≡MYRG – MYR Group Inc.Add 7.44%5,040−0.36
≡WCC – Wesco InternationalAdd 211.21%10,003
Q2 2024filed Aug 13, 242 new6 added8 reduced1 exited
≡SUI – Sun Communities Inc.Add 23.65%20,6170.44
≡COLL – Collegium Pharmaceutical Inc.Add 68.59%74,1610.34
≡UNF – UniFirst CorporationAdd 17.74%3,5190.14
≡WCC – Wesco InternationalBuy
Q1 2024filed May 13, 241 new5 added9 reduced2 exited
≡LAZ – Lazard Ltd.Buy550,4723.68
≡SUI – Sun Communities Inc.Add 72.17%36,5440.68
≡LXU – LSB Industries Inc.Add 66.50%314,6950.38
≡PRA – Proassurance Corp.Add 38.20%169,484
Q4 2023filed Feb 14, 242 new5 added18 reduced2 exited
≡LXU – LSB Industries Inc.Add 1445.54%442,5960.67
≡COLL – Collegium Pharmaceutical Inc.Buy83,1200.42
≡SUI – Sun Communities Inc.Add 38.62%14,1070.39
≡ITIC – Investors Title Co.Add 32.32%
Q3 2023filed Nov 15, 233 new6 added8 reduced2 exited
≡BATRA – Atlanta Braves Holdings Inc - ABuy164,4381.06
≡ITIC – Investors Title Co.Add 343.56%22,9260.57
≡SUI – Sun Communities Inc.Add 217.16%25,0100.48
≡WASH – Washington Trust Bancorp.Add 44.50%
1.17
≡BKD – Brookdale Senior Living Inc.Buy463,6641.03
≡CPRX – Catalyst PharmaceuticalsBuy210,1610.84
≡FSV – FirstService Corp.Add 169.59%31,7380.61
≡QLYS – Qualy's, Inc.Buy39,1200.56
≡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
≡OSG – Octave Specialty GroupAdd 71.49%559,118−0.09
≡OCFC – OceanFirst Financial TrustAdd 27.93%53,8550.09
≡ICFI – ICF International, Inc.Add 35.70%18,872−0.06
0.53
≡FLG – Flagstar BankBuy217,3050.50
≡AMH – American Homes 4 RentAdd 45.77%87,4460.45
≡BN – Brookfield Corp.Add 44.91%169,870−0.25
≡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
−0.10
≡KALU – Kaiser Aluminum Corp.Add 12.16%9,7070.50
≡WCC – Wesco InternationalAdd 35.56%5,2710.31
≡BXC – Bluelinx Holdings Inc.Add 55.20%16,4880.26
≡PLD – Prologis Inc.Add 12.67%16,3600.26
≡OSG – Ambac Financial GroupAdd 64.65%236,9300.24
≡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
0.45
≡MRP – Millrose Properties, Inc.Buy80,8900.43
≡ICFI – ICF International, Inc.Add 6.42%2,836−0.22
≡OCFC – OceanFirst Financial TrustAdd 91.66%55,7840.18
≡OSG – Ambac Financial GroupAdd 59.04%136,0450.08
0.24
≡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
0.28
4,736
0.13
≡PLD – Prologis Inc.Add 10.31%12,0430.06
≡VTMX – Vesta Real Estate Corp.Buy10,0000.05
≡SUPN – Supernus Pharmaceuticals, Inc.Add 18.41%29,401−0.00
≡FRPH – FRP Holdings Inc.Add 100.06%126,566−0.00
0.25
≡COLL – Collegium Pharmaceutical Inc.Add 30.08%25,0000.25
≡ELME – Elme CommunitiesAdd 43.08%28,0000.05
9,565
0.31
≡SUPN – Supernus Pharmaceuticals, Inc.Add 37.04%43,1680.21
≡ROIC 03/19/11 P7.5 – Retail Opportunity Investments Corp.Buy90,0000.21
≡KALU – Kaiser Aluminum Corp.Add 14.49%14,0180.10
90,842
0.45
≡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
≡LXU – LSB Industries Inc.Buy30,6180.05
≡ELME – Elme CommunitiesAdd 44.44%20,0000.03