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
≡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
≡BN – Brookfield CorpReduce 17.98%−86,566−0.47
≡PLD – Prologis IncReduce 16.77%−21,122−0.43
≡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
≡BATRA – Atlanta Braves Holdings IncReduce 31.96%−52,558−0.25
≡DHI – DR Horton IncReduce 6.27%−4,6310.16
≡WCC – WESCO International IncReduce 11.85%−2,2800.08
Q1 2026filed May 13, 266 new9 added24 reduced4 exited
≡HCC – Warrior Met Coal Inc.Reduce 37.60%−219,318−3.84
≡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
Q4 2025filed Feb 12, 264 new11 added8 reduced3 exited
≡CMA – Comerica Inc.Sell−156,314−2.03
≡HCC – Warrior Met Coal Inc.Reduce 9.13%−58,5961.40
≡JLL – Jones Lang LasalleReduce 33.45%−17,268−0.78
≡SEB – Seaboard Corp.Sell−1,015
Q3 2025filed Nov 14, 252 new2 added10 reduced4 exited
≡DB – Deutsche Bank AGSell−1,021,558−6.22
≡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
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
≡BAM – Brookfield Asset Mgmt. CL ASell−132,103−1.28
≡PRA – Proassurance Corp.Reduce 31.80%−179,348
Q1 2025filed May 14, 253 new5 added11 reduced1 exited
≡LEN.B – Lennar Corp - Class BReduce 8.66%−14,011−0.90
≡AMH – American Homes 4 RentReduce 40.05%−128,661−0.87
≡ORI – Old Republic International Corp.Reduce 27.73%−129,090−0.61
≡DB – Deutsche Bank AGReduce 33.80%−738,934
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
≡IVT – Inventrust Properties Corp.Reduce 79.25%−145,176
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
≡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%−191,411−0.81
≡FIX – Comfort Systems USA Inc.Sell−19,434
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
≡Chase Corp.Sell−40,192−0.80
≡CMA – Comerica Inc.Reduce 17.22%−99,010−0.76
−1.41
≡CBRE – CBRE Group, Inc.Reduce 7.15%−10,505−1.29
≡KALU – Kaiser Aluminum Corp.Reduce 65.00%−55,482−1.20
≡FPH – Five Point Holdings LLC - CL AReduce 6.14%−252,755−1.15
≡COLL – Collegium Pharmaceutical Inc.Reduce 23.73%−48,258−0.88
≡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
≡FNF – FNF GroupReduce 5.78%−11,865−0.58
≡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
≡WY – Weyerhaeuser CompanyReduce 5.36%−9,205−0.09
≡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
≡WCC – Wesco InternationalReduce 5.18%−1,052−0.05
−0.71
≡UMBF – UMB Financial CorporationReduce 19.76%−19,273−0.53
≡SBSI – Southside Bancshares Inc.Reduce 44.19%−92,547−0.45
≡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
≡VC – Visteon Corp.Sell−10,298−0.23
−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
≡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
−0.83
≡DB – Deutsche Bank AGReduce 29.43%−426,012−0.62
≡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
≡FRPH – FRP Holdings Inc.Reduce 16.41%−41,512−0.28
≡CTO – CTO Realty Growth, Inc.Sell−63,000−0.24
≡ALG – Alamo Group, Inc.Reduce 41.80%−10,677−0.24
≡WSR – Whitestone REITSell−80,000−0.23
≡IVT – Inventrust Properties Corp.Sell−38,000−0.22
≡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
−0.45
≡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
≡RYN – Rayonier Inc.Reduce 18.14%−57,301−0.15
≡CBRE – CBRE Group, Inc.Reduce 5.12%−8,909−0.09
≡FR – First Industrial Realty Trust, Inc.Reduce 14.37%−22,572−0.07
≡HBB – Hamilton Beach BrandReduce 15.97%−47,5210.01
−0.63
≡HBB – Hamilton Beach BrandReduce 6.05%−19,144−0.61
≡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
≡TPHS – Trinity Place HoldingsSell−3,475,472−0.02
−0.62
≡LOW – Lowe's Companies Inc.Sell−14,096−0.53
≡BN – Brookfield Corp.Reduce 6.14%−29,7360.50
≡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
≡KALU – Kaiser Aluminum Corp.Reduce 28.10%−31,116−0.38
≡RYN – Rayonier Inc.Reduce 6.95%−23,595−0.22
≡PRA – Proassurance Corp.Reduce 8.00%−49,034−0.08
≡AMH – American Homes 4 RentReduce 5.56%−18,8870.05
≡TPHS – Trinity Place HoldingsReduce 15.43%−634,000−0.03
−0.66
≡SPHR – Madison Square Garden EntertainmentSell−105,583−0.59
≡Hawaiian Holdings Inc.Reduce 15.89%−129,568−0.44
≡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
≡LOW – Lowe's Companies Inc.Reduce 8.73%−2,5950.02
≡TPHS – Trinity Place HoldingsReduce 19.86%−1,018,3140.00
−0.90
≡UHAL.B – U-Haul Holding CompanyReduce 5.62%−17,5460.61
≡BN – Brookfield Corp.Reduce 6.16%−32,0780.42
≡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
≡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
≡FIX – Comfort Systems USA Inc.Reduce 24.39%−6,270−0.10
≡
PLD – Prologis Inc.
Reduce 18.50%
−27,842
−0.74
≡DB – Deutsche Bank AGReduce 18.48%−563,229−0.71
≡WY – Weyerhaeuser CompanyReduce 10.30%−49,998−0.46
≡RYN – Rayonier Inc.Reduce 6.28%−28,015−0.33
≡TDW – Tidewater Inc.Reduce 26.34%−289,414−0.24
≡SPHR – Madison Square Garden EntertainmentReduce 13.59%−17,5000.12