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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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  1. Home/
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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
Activity composition
2024Q2
  • New positions2 pos$1M3.1%
  • Added to18 pos$12M33.7%
  • Trimmed14 pos$12M36.5%
  • Fully sold1 pos$9M26.7%
Buys (NEW+ADD)
$13M
Sells (TRIM+SOLD)
$22M
Net flow
-$9M

Quarter activity

What changed in 2024Q2 - net new, added, trimmed, exited.
New positions2 names
  • WCCWESCO INTL INC
    +4,736
    $751K
  • VTMXVESTA REAL ESTATE CORPORATIO
    +10,000
    $300K
Added to18 names
  • FRPHFRP HLDGS INC
    +126,566
    $3.6M
  • SUISUN CMNTYS INC
    +20,617
    $2.5M
  • COLLCOLLEGIUM PHARMACEUTICAL INC
    +74,161
    $2.4M
  • PLDPROLOGIS INC.
    +12,043
    $1.4M
  • SUPNSUPERNUS PHARMACEUTICALS INC
    +29,401
    $786K
  • UNFUNIFIRST CORP MASS
    +3,519
    $604K
  • FRFIRST INDL RLTY TR INC
    +1,867
    $89K
  • CBRECBRE GROUP INC
    +601
    $54K
  • FNFFIDELITY NATIONAL FINANCIAL
    +703
    $35K
  • HCCWARRIOR MET COAL INC
    +384
    $24K
  • FPHFIVE POINT HOLDINGS LLC
    +7,267
    $21K
  • G9460GVALARIS LIMITED
    +234
    $17K
  • + 6 more…
Trimmed14 names
  • LOWLOWES COS INC
    −13,039
    $2.9M
  • KALUKAISER ALUMINUM CORP
    −31,116
    $2.7M
  • DHID R HORTON INC
    −17,008
    $2.4M
  • LEN/BLENNAR CORP
    −5,513
    $769K
  • WYWEYERHAEUSER CO MTN BE
    −26,064
    $740K
  • AMHAMERICAN HOMES 4 RENT
    −18,887
    $702K
  • RYNRAYONIER INC
    −23,595
    $686K
  • PRAPROASSURANCE CORP
    −49,034
    $599K
  • UHAL/BU HAUL HOLDING COMPANY
    −9,904
    $594K
  • TDWTIDEWATER INC NEW
    −2,409
    $229K
  • TPHSTRINITY PL HLDGS INC
    −634,000
    $74K
  • D18190DEUTSCHE BANK A G
    −4,582
    $73K
  • + 2 more…
Exited1 name
  • HANHAWAIIAN HOLDINGS INC
    −686,011
    $9.1M

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