OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Third Avenue Management
  • Overview
  • Portfolio51
  • Performance8Q
  • Options
  • Activity238
  • News

Third Avenue Management

Share
  • 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
Latest · 2024Q4
-$47M
Lifetime buys
$40M
Lifetime sells
$128M

Quarter activity

What changed in 2024Q4 - net new, added, trimmed, exited.
New positions2 names
  • OSGAMBAC FINL GROUP INC
    +230,416
    $2.9M
  • OCFCOCEANFIRST FINL CORP
    +60,859
    $1.1M
Added to7 names
  • TDWTIDEWATER INC NEW
    +106,705
    $5.8M
  • FPHFIVE POINT HOLDINGS LLC
    +814,981
    $3.1M
  • PBFPBF ENERGY INC
    +45,092
    $1.2M
  • COLLCOLLEGIUM PHARMACEUTICAL INC
    +20,750
    $594K
  • SDSANDRIDGE ENERGY INC
    +50,144
    $587K
  • VTMXVESTA REAL ESTATE CORPORATIO
    +15,000
    $384K
  • SUISUN CMNTYS INC
    +342
    $42K
Trimmed12 names
  • HCCWARRIOR MET COAL INC
    −207,969
    $11.3M
  • CMACOMERICA INC
    −173,002
    $10.7M
  • D18190DEUTSCHE BANK A G
    −302,426
    $5.2M
  • IVTINVENTRUST PPTYS CORP
    −145,176
    $4.4M
  • BNBROOKFIELD CORP
    −63,316
    $3.6M
  • WYWEYERHAEUSER CO MTN BE
    −87,158
    $2.5M
  • UHAL/BU HAUL HOLDING COMPANY
    −34,663
    $2.2M
  • ORIOLD REP INTL CORP
    −44,576
    $1.6M
  • CBRECBRE GROUP INC
    −8,993
    $1.2M
  • UMBFUMB FINL CORP
    −8,100
    $914K
  • HBBHAMILTON BEACH BRANDS HLDG C
    −19,144
    $322K
  • G9460GVALARIS LIMITED
    −5,739
    $254K
Exited2 names
  • LAZLAZARD INC
    −362,515
    $18.3M
  • TPHSTRINITY PL HLDGS INC
    −3,475,472
    $139K

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