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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
Capital flow per quarter
BuysSellsNet
+$43M+$22M$0-$22M-$43M'24Q2'24Q3
Latest · 2024Q3
-$32M
Lifetime buys
$24M
Lifetime sells
$65M

Quarter activity

What changed in 2024Q3 - net new, added, trimmed, exited.
New positions2 names
  • SDSANDRIDGE ENERGY INC
    +280,554
    $3.4M
  • PBFPBF ENERGY INC
    +85,958
    $2.7M
Added to15 names
  • HCCWARRIOR MET COAL INC
    +31,012
    $2.0M
  • WCCWESCO INTL INC
    +10,003
    $1.7M
  • G9460GVALARIS LIMITED
    +12,189
    $680K
  • MYRGMYR GROUP INC DEL
    +5,040
    $515K
  • D18190DEUTSCHE BANK A G
    +7,232
    $125K
  • CBRECBRE GROUP INC
    +210
    $26K
  • AMHAMERICAN HOMES 4 RENT
    +600
    $23K
  • ECPGENCORE CAP GROUP INC
    +344
    $16K
  • PBPROSPERITY BANCSHARES INC
    +203
    $15K
  • COLLCOLLEGIUM PHARMACEUTICAL INC
    +370
    $14K
  • LXULSB INDS INC
    +1,538
    $12K
  • SUPNSUPERNUS PHARMACEUTICALS INC
    +375
    $12K
  • + 3 more…
Trimmed16 names
  • ORIOLD REP INTL CORP
    −317,794
    $11.3M
  • LAZLAZARD INC
    −188,294
    $9.5M
  • DHID R HORTON INC
    −27,245
    $5.2M
  • UMBFUMB FINL CORP
    −38,388
    $4.0M
  • TDWTIDEWATER INC NEW
    −28,337
    $2.0M
  • BNBROOKFIELD CORP
    −29,736
    $1.6M
  • WYWEYERHAEUSER CO MTN BE
    −36,733
    $1.2M
  • CMACOMERICA INC
    −529
    $32K
  • HBBHAMILTON BEACH BRANDS HLDG C
    −679
    $21K
  • ITICINVESTORS TITLE CO NC
    −58
    $13K
  • ICFIICF INTL INC
    −69
    $12K
  • TPHTRI POINTE HOMES INC
    −167
    $8K
  • + 4 more…
Exited2 names
  • WASHWASHINGTON TR BANCORP INC
    −199,119
    $5.5M
  • LOWLOWES COS INC
    −14,096
    $3.1M

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