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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
+$63M+$31M$0-$31M-$63M'24Q2'24Q3'24Q4'25Q1
Latest · 2025Q1
-$13M
Lifetime buys
$69M
Lifetime sells
$170M

Quarter activity

What changed in 2025Q1 - net new, added, trimmed, exited.
New positions3 names
  • PHMPULTE GROUP INC
    +63,800
    $6.6M
  • BXCBLUELINX HLDGS INC
    +29,869
    $2.2M
  • MRPMILLROSE PPTYS INC
    +80,890
    $2.1M
Added to10 names
  • TDWTIDEWATER INC NEW
    +221,079
    $9.3M
  • G9460GVALARIS LIMITED
    +143,231
    $5.6M
  • HCCWARRIOR MET COAL INC
    +25,761
    $1.2M
  • OSGAMBAC FINL GROUP INC
    +136,045
    $1.2M
  • OCFCOCEANFIRST FINL CORP
    +55,784
    $949K
  • ICFIICF INTL INC
    +2,836
    $241K
  • PLDPROLOGIS INC.
    +219
    $24K
  • WCCWESCO INTL INC
    +83
    $13K
  • KALUKAISER ALUMINUM CORP
    +205
    $12K
  • CMACOMERICA INC
    +23
    $1K
Trimmed13 names
  • D18190DEUTSCHE BANK A G
    −738,934
    $17.4M
  • ORIOLD REP INTL CORP
    −129,090
    $5.1M
  • AMHAMERICAN HOMES 4 RENT
    −128,661
    $4.9M
  • SEBSEABOARD CORP DEL
    −1,015
    $2.7M
  • SUISUN CMNTYS INC
    −17,422
    $2.2M
  • RYNRAYONIER INC
    −57,301
    $1.6M
  • LEN/BLENNAR CORP
    −14,011
    $1.5M
  • FRFIRST INDL RLTY TR INC
    −22,572
    $1.2M
  • CBRECBRE GROUP INC
    −8,909
    $1.2M
  • ALGALAMO GROUP INC
    −6,334
    $1.1M
  • HBBHAMILTON BEACH BRANDS HLDG C
    −47,521
    $923K
  • BNBROOKFIELD CORP
    −13,229
    $693K
  • + 1 more…
Exited1 name
  • ROICUSDRETAIL OPPORTUNITY INVTS COR
    −90,000
    $1.6M

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