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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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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

Holdings

Sorted by value · 2024Q3
59 positions
1
H
HCCWARRIOR MET COAL INC
Basic Materials·Coking Coal
8.31%
of portfolio
Number of shares
795,414 sh
Holdings current value
$50.83M
Avg closing price
$59.64
+48.6%
Last action
Trimmed 6.9%
2025Q4
Current $88.62
2
D
D18190898DEUTSCHE BANK A G
7.04%
of portfolio
Number of shares
2,488,930 sh
Holdings current value
$43.05M
Avg closing price
$15.75
Last action
New holding
2025Q4
Current —
3
T
TDWTIDEWATER INC NEW
Energy·Oil & Gas Equipment & Services
5.65%
of portfolio
Number of shares
481,474 sh
Holdings current value
$34.57M
Avg closing price
$71.44
+19.9%
Last action
Trimmed 0.3%
2025Q4
Current $85.62
4
C
CMACOMERICA INC
4.66%
of portfolio
Number of shares
475,883 sh
Holdings current value
$28.51M
Avg closing price
$54.99
+61.3%
Last action
Exited
2025Q4
Current $88.67
5
L
LEN/BLENNAR CORP
4.57%
of portfolio
Number of shares
161,781 sh
Holdings current value
$27.98M
Avg closing price
$154.03
Last action
Added 0.1%
2025Q4
Current —
6
B
BNBROOKFIELD CORP
Financial Services·Asset Management
3.95%
of portfolio
Number of shares
454,794 sh
Holdings current value
$24.17M
Avg closing price
$43.12
+5.2%
Last action
Added 59.6%
2025Q4
Current $45.36
7
G
G9460G101VALARIS LIMITED
3.94%
of portfolio
Number of shares
432,347 sh
Holdings current value
$24.10M
Avg closing price
$65.15
Last action
Trimmed 0.3%
2025Q4
Current —
8
C
CBRECBRE GROUP INC
Real Estate·Real Estate Services
3.72%
of portfolio
Number of shares
183,011 sh
Holdings current value
$22.78M
Avg closing price
$97.24
+53.5%
Last action
Trimmed 4.1%
2025Q4
Current $149.31
9
U
UHAL/BU HAUL HOLDING COMPANY
3.35%
of portfolio
Number of shares
284,528 sh
Holdings current value
$20.49M
Avg closing price
$66.22
Last action
Added 0.0%
2025Q4
Current —
10
L
LAZLAZARD INC
Financial Services·Capital Markets
2.99%
of portfolio
Number of shares
362,515 sh
Holdings current value
$18.26M
Avg closing price
$41.87
+12.4%
Last action
Exited
2024Q4
Current $47.04
11
O
ORIOLD REP INTL CORP
Financial Services·Insurance - Property & Casualty
2.95%
of portfolio
Number of shares
510,054 sh
Holdings current value
$18.07M
Avg closing price
$30.72
+29.9%
Last action
Exited
2025Q3
Current $39.90
12
P
PLDPROLOGIS INC.REIT
Real Estate·REIT - Industrial
2.66%
of portfolio
Number of shares
128,943 sh
Holdings current value
$16.28M
Avg closing price
$125.89
+13.1%
Last action
Added 0.0%
2025Q4
Current $142.34
13
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
2.46%
of portfolio
Number of shares
78,745 sh
Holdings current value
$15.02M
Avg closing price
$164.52
-0.2%
Last action
Added 0.1%
2025Q4
Current $164.22
14
S
SUISUN CMNTYS INCREIT
Real Estate·REIT - Residential
2.38%
of portfolio
Number of shares
107,795 sh
Holdings current value
$14.57M
Avg closing price
$126.95
+2.1%
Last action
Added 0.1%
2025Q4
Current $129.60
15
J
JLLJONES LANG LASALLE INC
Real Estate·Real Estate Services
2.29%
of portfolio
Number of shares
51,990 sh
Holdings current value
$14.03M
Avg closing price
$195.09
+73.1%
Last action
Trimmed 24.9%
2025Q4
Current $337.63
16
F
FPHFIVE POINT HOLDINGS LLC
2.25%
of portfolio
Number of shares
3,310,930 sh
Holdings current value
$13.74M
Avg closing price
$3.26
+55.3%
Last action
Trimmed 0.4%
2025Q3
Current $5.06
17
A
AMHAMERICAN HOMES 4 RENTREIT
Real Estate·REIT - Residential
2.02%
of portfolio
Number of shares
321,221 sh
Holdings current value
$12.33M
Avg closing price
$35.31
-13.3%
Last action
Added 37.4%
2025Q4
Current $30.61
18
U
UMBFUMB FINL CORP
Financial Services·Banks - Regional
1.91%
of portfolio
Number of shares
110,896 sh
Holdings current value
$11.66M
Avg closing price
$86.99
+42.1%
Last action
Trimmed 14.8%
2025Q4
Current $123.62
19
W
WYWEYERHAEUSER CO MTN BEREIT
Real Estate·REIT - Specialty
1.71%
of portfolio
Number of shares
308,007 sh
Holdings current value
$10.43M
Avg closing price
$35.22
-29.0%
Last action
Added 3.2%
2025Q4
Current $25.00
20
R
RYNRAYONIER INCREIT
Real Estate·REIT - Specialty
1.66%
of portfolio
Number of shares
315,800 sh
Holdings current value
$10.16M
Avg closing price
$33.24
-35.9%
Last action
Trimmed 8.6%
2025Q4
Current $21.30
21
H
HBBHAMILTON BEACH BRANDS HLDG C
1.58%
of portfolio
Number of shares
316,634 sh
Holdings current value
$9.64M
Avg closing price
$24.36
-14.9%
Last action
Exited
2025Q3
Current $20.74
22
I
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
1.47%
of portfolio
Number of shares
39,139 sh
Holdings current value
$8.99M
Avg closing price
$163.25
+49.0%
Last action
Added 0.0%
2025Q4
Current $243.19
23
F
FRFIRST INDL RLTY TR INCREIT
Real Estate·REIT - Industrial
1.44%
of portfolio
Number of shares
157,130 sh
Holdings current value
$8.80M
Avg closing price
$52.48
+19.8%
Last action
Trimmed 1.0%
2025Q4
Current $62.85
24
P
PRAPROASSURANCE CORP
Financial Services·Insurance - Property & Casualty
1.39%
of portfolio
Number of shares
563,988 sh
Holdings current value
$8.48M
Avg closing price
$12.86
+91.6%
Last action
Trimmed 11.2%
2025Q4
Current $24.64
25
E
ECPGENCORE CAP GROUP INC
Financial Services·Credit Services
1.32%
of portfolio
Number of shares
171,022 sh
Holdings current value
$8.08M
Avg closing price
$45.61
+84.4%
Last action
Added 0.2%
2024Q3
Current $84.10
26
F
FRPHFRP HLDGS INC
Real Estate·Real Estate Services
1.23%
of portfolio
Number of shares
252,952 sh
Holdings current value
$7.55M
Avg closing price
$44.95
-52.4%
Last action
Trimmed 21.9%
2025Q4
Current $21.40
27
M
MYRGMYR GROUP INC DEL
Industrials·Engineering & Construction
1.22%
of portfolio
Number of shares
72,797 sh
Holdings current value
$7.44M
Avg closing price
$171.59
+97.0%
Last action
Trimmed 20.7%
2025Q3
Current $338.05
28
I
ICFIICF INTL INC
Industrials·Consulting Services
1.20%
of portfolio
Number of shares
44,188 sh
Holdings current value
$7.37M
Avg closing price
$139.89
-52.1%
Last action
Added 15.2%
2025Q4
Current $66.95
29
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
1.20%
of portfolio
Number of shares
118,656 sh
Holdings current value
$7.36M
Avg closing price
$53.72
-4.1%
Last action
Added 270.9%
2025Q4
Current $51.54
30
P
PBPROSPERITY BANCSHARES INC
Financial Services·Banks - Regional
1.20%
of portfolio
Number of shares
102,168 sh
Holdings current value
$7.36M
Avg closing price
$65.79
+5.8%
Last action
Added 0.2%
2024Q3
Current $69.63
31
S
SEBSEABOARD CORP DEL
Industrials·Conglomerates
1.20%
of portfolio
Number of shares
2,334 sh
Holdings current value
$7.32M
Avg closing price
$3224
+80.7%
Last action
Exited
2025Q4
Current $5824
32
T
TPHTRI POINTE HOMES INC
Consumer Cyclical·Residential Construction
1.15%
of portfolio
Number of shares
155,830 sh
Holdings current value
$7.06M
Avg closing price
$38.66
+21.3%
Last action
Added 0.0%
2025Q3
Current $46.89
33
C
COLLCOLLEGIUM PHARMACEUTICAL INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.15%
of portfolio
Number of shares
182,651 sh
Holdings current value
$7.06M
Avg closing price
$35.37
-8.7%
Last action
Added 12.8%
2024Q4
Current $32.28
34
S
SBSISOUTHSIDE BANCSHARES INC
Financial Services·Banks - Regional
1.14%
of portfolio
Number of shares
209,426 sh
Holdings current value
$7.00M
Avg closing price
$29.23
+13.4%
Last action
Trimmed 30.6%
2025Q4
Current $33.15
35
B
BATRAATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
1.13%
of portfolio
Number of shares
164,438 sh
Holdings current value
$6.93M
Avg closing price
$41.90
+26.8%
Last action
—
Current $53.11
36
L
LXULSB INDS INC
Basic Materials·Chemicals
1.04%
of portfolio
Number of shares
789,447 sh
Holdings current value
$6.35M
Avg closing price
$8.78
+66.0%
Last action
Added 0.2%
2024Q3
Current $14.57
37
B
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
1.02%
of portfolio
Number of shares
132,103 sh
Holdings current value
$6.25M
Avg closing price
$42.01
+13.8%
Last action
Exited
2025Q2
Current $47.80
38
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.97%
of portfolio
Number of shares
189,493 sh
Holdings current value
$5.91M
Avg closing price
$32.96
+52.9%
Last action
Added 0.2%
2024Q3
Current $50.39
39
K
KALUKAISER ALUMINUM CORP
Basic Materials·Aluminum
0.94%
of portfolio
Number of shares
79,623 sh
Holdings current value
$5.77M
Avg closing price
$88.27
+86.7%
Last action
Trimmed 5.0%
2025Q4
Current $164.84
40
A
ALGALAMO GROUP INC
Industrials·Farm & Heavy Construction Machinery
0.94%
of portfolio
Number of shares
31,880 sh
Holdings current value
$5.74M
Avg closing price
$205.31
-15.1%
Last action
Added 40.2%
2025Q4
Current $174.35
41
I
IVTINVENTRUST PPTYS CORPREIT
Real Estate·REIT - Retail
0.85%
of portfolio
Number of shares
183,176 sh
Holdings current value
$5.20M
Avg closing price
$25.71
+25.7%
Last action
Exited
2025Q2
Current $32.33
42
C
CETCENTRAL SECS CORPCEF
0.83%
of portfolio
Number of shares
111,210 sh
Holdings current value
$5.10M
Avg closing price
$41.77
Last action
Trimmed 7.8%
2025Q2
Current —
43
U
UNFUNIFIRST CORP MASS
Industrials·Specialty Business Services
0.76%
of portfolio
Number of shares
23,356 sh
Holdings current value
$4.64M
Avg closing price
$174.27
+50.3%
Last action
Added 12.0%
2025Q4
Current $261.88
44
S
SDSANDRIDGE ENERGY INC
Energy·Oil & Gas E&P
0.56%
of portfolio
Number of shares
280,554 sh
Holdings current value
$3.43M
Avg closing price
$12.15
+25.3%
Last action
Added 0.0%
2025Q4
Current $15.23
45
P
PBFPBF ENERGY INC
Energy·Oil & Gas Refining & Marketing
0.43%
of portfolio
Number of shares
85,958 sh
Holdings current value
$2.66M
Avg closing price
$29.44
+39.2%
Last action
Added 110.3%
2024Q4
Current $40.97
46
W
WCCWESCO INTL INC
Industrials·Industrial Distribution
0.40%
of portfolio
Number of shares
14,739 sh
Holdings current value
$2.48M
Avg closing price
$170.96
+86.1%
Last action
Added 1.4%
2025Q4
Current $318.19
47
E
ELMEWASHINGTON REAL ESTATE INVTREIT
Real Estate·REIT - Residential
0.27%
of portfolio
Number of shares
93,000 sh
Holdings current value
$1.64M
Avg closing price
$13.92
-84.8%
Last action
Exited
2025Q2
Current $2.12
48
R
ROICUSDRETAIL OPPORTUNITY INVTS CORREIT
0.23%
of portfolio
Number of shares
90,000 sh
Holdings current value
$1.42M
Avg closing price
$12.82
Last action
Exited
2025Q1
Current —
49
C
CTOCTO RLTY GROWTH INC NEWREIT
Real Estate·REIT - Diversified
0.20%
of portfolio
Number of shares
63,000 sh
Holdings current value
$1.20M
Avg closing price
$16.95
+15.5%
Last action
Exited
2025Q2
Current $19.58
50
H
HP5AEQUITY COMWLTHREIT
0.18%
of portfolio
Number of shares
55,000 sh
Holdings current value
$1.09M
Avg closing price
$18.88
Last action
Exited
2025Q2
Current —
51
W
WSRWHITESTONE REITREIT
Real Estate·REIT - Retail
0.18%
of portfolio
Number of shares
80,000 sh
Holdings current value
$1.08M
Avg closing price
$12.55
+51.1%
Last action
Exited
2025Q2
Current $18.96
52
B
BATRKATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
0.17%
of portfolio
Number of shares
26,104 sh
Holdings current value
$1.04M
Avg closing price
$39.06
+23.8%
Last action
Trimmed 0.7%
2024Q3
Current $48.37
53
R
RMRRMR GROUP INC
Real Estate·Real Estate Services
0.15%
of portfolio
Number of shares
37,000 sh
Holdings current value
$939.1K
Avg closing price
$24.00
-30.3%
Last action
Exited
2025Q2
Current $16.73
54
P
PCHPOTLATCHDELTIC CORPORATIONREIT
0.15%
of portfolio
Number of shares
20,000 sh
Holdings current value
$901.0K
Avg closing price
$47.02
Last action
Exited
2025Q2
Current —
55
G
GRBKGREEN BRICK PARTNERS INC
Consumer Cyclical·Residential Construction
0.07%
of portfolio
Number of shares
5,000 sh
Holdings current value
$417.6K
Avg closing price
$60.23
+19.3%
Last action
Exited
2025Q2
Current $71.84
56
S
STCSTEWART INFORMATION SVCS COR
Financial Services·Insurance - Property & Casualty
0.06%
of portfolio
Number of shares
5,194 sh
Holdings current value
$388.2K
Avg closing price
$65.06
+9.0%
Last action
Exited
2025Q2
Current $70.94
57
V
VTMXVESTA REAL ESTATE CORPORATIOADR
Real Estate·Real Estate - Development
0.04%
of portfolio
Number of shares
10,000 sh
Holdings current value
$269.4K
Avg closing price
$27.36
+29.6%
Last action
Exited
2025Q2
Current $35.45
58
T
TPHSTRINITY PL HLDGS INC
0.02%
of portfolio
Number of shares
3,475,472 sh
Holdings current value
$139.0K
Avg closing price
$0.15
-82.9%
Last action
Exited
2024Q4
Current $0.03
59
U
UHALAMERCO
Industrials·Rental & Leasing Services
0.02%
of portfolio
Number of shares
1,456 sh
Holdings current value
$112.8K
Avg closing price
$67.54
-21.1%
Last action
Exited
2025Q2
Current $53.29

Portfolio heatmap

Box size = % of portfolio · color = return since filing
HCC
8.31% · +38.7%
DEUTSCHE BANK A G
7.04%
TDW
5.65% · +19.3%
CMA
4.66% · +48.0%
LEN/B
4.57%
BN
3.95% · -14.7%
VALARIS LIMITED
3.94%
CBRE
3.72% · +19.9%
UHAL/B
3.35%
LAZ
2.99% · -6.6%
ORI
2.95% · +12.6%
PLD
2.66% · +12.7%
DHI
2.46% · -13.9%
SUI
2.38% · -4.1%
JLL
2.29% · +25.1%
FPH
2.25% · +21.9%
AMH
2.02% · -20.3%
UMBF
1.91% · +17.6%
WY
1.71% · -26.2%
RYN
1.66% · -33.8%
HBB
1.58% · -31.8%
ITIC
1.47% · +5.8%
FR
1.44% · +12.3%
PRA
1.39% · +63.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Real Estate15 pos$127.3M29.2%
  • Financial Services12 pos$126.1M29.0%
  • Basic Materials3 pos$62.9M14.5%
  • Energy3 pos$40.7M9.3%
  • Industrials7 pos$35.1M8.1%
  • Consumer Cyclical3 pos$22.5M5.2%
  • Healthcare2 pos$13.0M3.0%
  • Communication Services2 pos$8.0M1.8%
(28.8% unclassified, excluded from %)