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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Third Avenue Management
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  • Portfolio51
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Third Avenue Management

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  • Asset Manager · CIK 0001099281
  • Boutique

Third Avenue Management, an asset manager overseeing $550.2M in disclosed equity holdings (SEC CIK 0001099281). The latest portfolio (2025Q4) discloses 51 positions across 9 sectors, with the largest positions in HCC, TDW and BCC. On a mark-to-market basis the tracked portfolio has returned 23.0% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Third's filingsView holdings↓
Portfolio
$550.21M
Positions
51
Quarter
2025Q4
Filings tracked
8
Since filing+23.0%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$63M+$31M$0-$31M-$63M'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
+$14M
Lifetime buys
$189M
Lifetime sells
$322M

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions4 names
  • D18190DEUTSCHE BANK A G
    +337,193
    $13.0M
  • FSVFIRSTSERVICE CORP NEW
    +18,714
    $2.9M
  • FLGNEW YORK CMNTY BANCORP INC
    +217,305
    $2.7M
  • FGF&G ANNUITIES & LIFE INC
    +12,319
    $380K
Added to21 names
  • BCCBOISE CASCADE CO DEL
    +156,294
    $11.5M
  • BNBROOKFIELD CORP
    +169,870
    $7.8M
  • FNFFIDELITY NATIONAL FINANCIAL
    +86,664
    $4.7M
  • AMHAMERICAN HOMES 4 RENT
    +87,446
    $2.8M
  • ALGALAMO GROUP INC
    +9,140
    $1.5M
  • OSGAMBAC FINL GROUP INC
    +178,702
    $1.4M
  • BXCBLUELINX HLDGS INC
    +17,982
    $1.1M
  • OCFCOCEANFIRST FINL CORP
    +30,476
    $547K
  • ICFIICF INTL INC
    +5,840
    $498K
  • UNFUNIFIRST CORP MASS
    +2,505
    $483K
  • PHMPULTE GROUP INC
    +3,918
    $459K
  • WYWEYERHAEUSER CO MTN BE
    +9,662
    $229K
  • + 9 more…
Trimmed12 names
  • JLLJONES LANG LASALLE INC
    −17,268
    $5.8M
  • HCCWARRIOR MET COAL INC
    −58,596
    $5.2M
  • SBSISOUTHSIDE BANCSHARES INC
    −92,547
    $2.8M
  • UMBFUMB FINL CORP
    −19,273
    $2.2M
  • PRAPROASSURANCE CORP
    −71,023
    $1.7M
  • FRPHFRP HLDGS INC
    −71,101
    $1.6M
  • CBRECBRE GROUP INC
    −7,837
    $1.3M
  • RYNRAYONIER INC
    −29,712
    $643K
  • KALUKAISER ALUMINUM CORP
    −4,172
    $479K
  • FRFIRST INDL RLTY TR INC
    −1,614
    $92K
  • TDWTIDEWATER INC NEW
    −1,596
    $81K
  • G9460GVALARIS LIMITED
    −1,229
    $62K
Exited3 names
  • CMACOMERICA INC
    −156,314
    $10.8M
  • SEBSEABOARD CORP DEL
    −1,015
    $3.8M
  • VCVISTEON CORP
    −10,298
    $1.2M

Recent transactions

Last 20 moves
TRIM
J
Third Avenue Management trimmed JLL
JONES LANG LASALLE INC
−17,268
~$336.47 · 2025Q4
2026-02-12
TRIM
K
Third Avenue Management trimmed KALU
KAISER ALUMINUM CORP
−4,172
~$114.86 · 2025Q4
2026-02-12
ADD
I
Third Avenue Management added to ICFI
ICF INTL INC
+5,840
~$85.30 · 2025Q4
2026-02-12
ADD
I
Third Avenue Management added to ITIC
INVESTORS TITLE CO NC
+11
~$249.64 · 2025Q4
2026-02-12
ADD
F
Third Avenue Management added to FNF
FIDELITY NATIONAL FINANCIAL
+86,664
~$54.59 · 2025Q4
2026-02-12
TRIM
F
Third Avenue Management trimmed FRPH
FRP HLDGS INC
−71,101
~$22.79 · 2025Q4
2026-02-12
TRIM
F
Third Avenue Management trimmed FR
FIRST INDL RLTY TR INC
−1,614
~$57.27 · 2025Q4
2026-02-12
NEW
F
Third Avenue Management opened a new position in FSV
FIRSTSERVICE CORP NEW
+18,714
~$155.53 · 2025Q4
2026-02-12
ADD
B
Third Avenue Management added to BCC
BOISE CASCADE CO DEL
+156,294
~$73.60 · 2025Q4
2026-02-12
NEW
F
Third Avenue Management opened a new position in FG
F&G ANNUITIES & LIFE INC
+12,319
~$30.85 · 2025Q4
2026-02-12
ADD
A
Third Avenue Management added to ALG
ALAMO GROUP INC
+9,140
~$167.87 · 2025Q4
2026-02-12
TRIM
C
Third Avenue Management trimmed CBRE
CBRE GROUP INC
−7,837
~$160.79 · 2025Q4
2026-02-12
ADD
U
Third Avenue Management added to UHAL/B
U HAUL HOLDING COMPANY
+21
~$46.74 · 2025Q4
2026-02-12
ADD
O
Third Avenue Management added to OSG
AMBAC FINL GROUP INC
+178,702
~$7.78 · 2025Q4
2026-02-12
ADD
B
Third Avenue Management added to BN
BROOKFIELD CORP
+169,870
~$45.89 · 2025Q4
2026-02-12
ADD
D
Third Avenue Management added to DHI
D R HORTON INC
+116
~$144.03 · 2025Q4
2026-02-12
SOLD
C
Third Avenue Management exited CMA
COMERICA INC
−156,314
~$69.09 · 2025Q4
2026-02-12
ADD
A
Third Avenue Management added to AMH
AMERICAN HOMES 4 RENT
+87,446
~$32.10 · 2025Q4
2026-02-12
ADD
B
Third Avenue Management added to BXC
BLUELINX HLDGS INC
+17,982
~$61.43 · 2025Q4
2026-02-12
ADD
L
Third Avenue Management added to LEN/B
LENNAR CORP
+165
~$95.12 · 2025Q4
2026-02-12