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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 · 2024Q4
59 positions
1
D
D18190898DEUTSCHE BANK A G
7.29%
of portfolio
Number of shares
2,186,504 sh
Holdings current value
$37.67M
Avg closing price
$15.75
Last action
New holding
2025Q4
Current —
2
T
TDWTIDEWATER INC NEW
Energy·Oil & Gas Equipment & Services
6.23%
of portfolio
Number of shares
588,179 sh
Holdings current value
$32.18M
Avg closing price
$71.44
+19.9%
Last action
Trimmed 0.3%
2025Q4
Current $85.62
3
H
HCCWARRIOR MET COAL INC
Basic Materials·Coking Coal
6.17%
of portfolio
Number of shares
587,445 sh
Holdings current value
$31.86M
Avg closing price
$59.64
+48.6%
Last action
Trimmed 9.1%
2025Q4
Current $88.62
4
C
CBRECBRE GROUP INC
Real Estate·Real Estate Services
4.42%
of portfolio
Number of shares
174,018 sh
Holdings current value
$22.85M
Avg closing price
$97.24
+53.5%
Last action
Trimmed 4.3%
2025Q4
Current $149.31
5
B
BNBROOKFIELD CORP
Financial Services·Asset Management
4.35%
of portfolio
Number of shares
391,478 sh
Holdings current value
$22.49M
Avg closing price
$43.12
+5.2%
Last action
Added 76.7%
2025Q4
Current $45.36
6
L
LEN/BLENNAR CORP
4.14%
of portfolio
Number of shares
161,781 sh
Holdings current value
$21.38M
Avg closing price
$154.03
Last action
Added 0.1%
2025Q4
Current —
7
G
G9460G101VALARIS LIMITED
3.65%
of portfolio
Number of shares
426,608 sh
Holdings current value
$18.87M
Avg closing price
$65.15
Last action
Trimmed 0.3%
2025Q4
Current —
8
C
CMACOMERICA INC
3.62%
of portfolio
Number of shares
302,881 sh
Holdings current value
$18.73M
Avg closing price
$54.99
+61.3%
Last action
Exited
2025Q4
Current $88.67
9
O
ORIOLD REP INTL CORP
Financial Services·Insurance - Property & Casualty
3.26%
of portfolio
Number of shares
465,478 sh
Holdings current value
$16.85M
Avg closing price
$30.72
+29.9%
Last action
Exited
2025Q3
Current $39.90
10
U
UHAL/BU HAUL HOLDING COMPANY
3.10%
of portfolio
Number of shares
249,865 sh
Holdings current value
$16.00M
Avg closing price
$66.22
Last action
Added 0.0%
2025Q4
Current —
11
F
FPHFIVE POINT HOLDINGS LLC
3.02%
of portfolio
Number of shares
4,125,911 sh
Holdings current value
$15.60M
Avg closing price
$3.26
+55.3%
Last action
Trimmed 0.3%
2025Q3
Current $5.06
12
P
PLDPROLOGIS INC.REIT
Real Estate·REIT - Industrial
2.64%
of portfolio
Number of shares
128,943 sh
Holdings current value
$13.63M
Avg closing price
$125.89
+13.1%
Last action
Added 0.0%
2025Q4
Current $142.34
13
S
SUISUN CMNTYS INCREIT
Real Estate·REIT - Residential
2.57%
of portfolio
Number of shares
108,137 sh
Holdings current value
$13.30M
Avg closing price
$126.95
+2.1%
Last action
Added 0.1%
2025Q4
Current $129.60
14
J
JLLJONES LANG LASALLE INC
Real Estate·Real Estate Services
2.55%
of portfolio
Number of shares
51,990 sh
Holdings current value
$13.16M
Avg closing price
$195.09
+73.1%
Last action
Trimmed 24.9%
2025Q4
Current $337.63
15
A
AMHAMERICAN HOMES 4 RENTREIT
Real Estate·REIT - Residential
2.33%
of portfolio
Number of shares
321,221 sh
Holdings current value
$12.02M
Avg closing price
$35.31
-13.3%
Last action
Added 37.4%
2025Q4
Current $30.61
16
U
UMBFUMB FINL CORP
Financial Services·Banks - Regional
2.24%
of portfolio
Number of shares
102,796 sh
Holdings current value
$11.60M
Avg closing price
$86.99
+42.1%
Last action
Trimmed 15.8%
2025Q4
Current $123.62
17
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
2.13%
of portfolio
Number of shares
78,745 sh
Holdings current value
$11.01M
Avg closing price
$164.52
-0.2%
Last action
Added 0.1%
2025Q4
Current $164.22
18
M
MYRGMYR GROUP INC DEL
Industrials·Engineering & Construction
2.10%
of portfolio
Number of shares
72,797 sh
Holdings current value
$10.83M
Avg closing price
$171.59
+97.0%
Last action
Trimmed 20.7%
2025Q3
Current $338.05
19
I
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
1.79%
of portfolio
Number of shares
39,139 sh
Holdings current value
$9.27M
Avg closing price
$163.25
+49.0%
Last action
Added 0.0%
2025Q4
Current $243.19
20
P
PRAPROASSURANCE CORP
Financial Services·Insurance - Property & Casualty
1.74%
of portfolio
Number of shares
563,988 sh
Holdings current value
$8.97M
Avg closing price
$12.86
+91.6%
Last action
Trimmed 11.2%
2025Q4
Current $24.64
21
R
RYNRAYONIER INCREIT
Real Estate·REIT - Specialty
1.59%
of portfolio
Number of shares
315,800 sh
Holdings current value
$8.24M
Avg closing price
$33.24
-35.9%
Last action
Trimmed 8.6%
2025Q4
Current $21.30
22
E
ECPGENCORE CAP GROUP INC
Financial Services·Credit Services
1.58%
of portfolio
Number of shares
171,022 sh
Holdings current value
$8.17M
Avg closing price
$45.61
+84.4%
Last action
Added 0.2%
2024Q3
Current $84.10
23
F
FRFIRST INDL RLTY TR INCREIT
Real Estate·REIT - Industrial
1.52%
of portfolio
Number of shares
157,130 sh
Holdings current value
$7.88M
Avg closing price
$52.48
+19.8%
Last action
Trimmed 1.0%
2025Q4
Current $62.85
24
F
FRPHFRP HLDGS INC
Real Estate·Real Estate Services
1.50%
of portfolio
Number of shares
252,952 sh
Holdings current value
$7.75M
Avg closing price
$44.95
-52.4%
Last action
Trimmed 21.9%
2025Q4
Current $21.40
25
P
PBPROSPERITY BANCSHARES INC
Financial Services·Banks - Regional
1.49%
of portfolio
Number of shares
102,168 sh
Holdings current value
$7.70M
Avg closing price
$65.79
+5.8%
Last action
Added 0.2%
2024Q3
Current $69.63
26
B
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
1.39%
of portfolio
Number of shares
132,103 sh
Holdings current value
$7.16M
Avg closing price
$42.01
+13.8%
Last action
Exited
2025Q2
Current $47.80
27
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.33%
of portfolio
Number of shares
189,493 sh
Holdings current value
$6.85M
Avg closing price
$32.96
+52.9%
Last action
Added 0.2%
2024Q3
Current $50.39
28
B
BATRAATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
1.30%
of portfolio
Number of shares
164,438 sh
Holdings current value
$6.71M
Avg closing price
$41.90
+26.8%
Last action
—
Current $53.11
29
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
1.29%
of portfolio
Number of shares
118,656 sh
Holdings current value
$6.66M
Avg closing price
$53.72
-4.1%
Last action
Added 270.9%
2025Q4
Current $51.54
30
S
SBSISOUTHSIDE BANCSHARES INC
Financial Services·Banks - Regional
1.29%
of portfolio
Number of shares
209,426 sh
Holdings current value
$6.65M
Avg closing price
$29.23
+13.4%
Last action
Trimmed 30.6%
2025Q4
Current $33.15
31
W
WYWEYERHAEUSER CO MTN BEREIT
Real Estate·REIT - Specialty
1.20%
of portfolio
Number of shares
220,849 sh
Holdings current value
$6.22M
Avg closing price
$35.22
-29.0%
Last action
Added 4.6%
2025Q4
Current $25.00
32
L
LXULSB INDS INC
Basic Materials·Chemicals
1.16%
of portfolio
Number of shares
789,447 sh
Holdings current value
$5.99M
Avg closing price
$8.78
+66.0%
Last action
Added 0.2%
2024Q3
Current $14.57
33
A
ALGALAMO GROUP INC
Industrials·Farm & Heavy Construction Machinery
1.15%
of portfolio
Number of shares
31,880 sh
Holdings current value
$5.93M
Avg closing price
$205.31
-15.1%
Last action
Added 40.2%
2025Q4
Current $174.35
34
C
COLLCOLLEGIUM PHARMACEUTICAL INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.13%
of portfolio
Number of shares
203,401 sh
Holdings current value
$5.83M
Avg closing price
$35.37
-8.7%
Last action
Added 11.4%
2024Q4
Current $32.28
35
S
SEBSEABOARD CORP DEL
Industrials·Conglomerates
1.10%
of portfolio
Number of shares
2,334 sh
Holdings current value
$5.67M
Avg closing price
$3224
+80.7%
Last action
Exited
2025Q4
Current $5824
36
T
TPHTRI POINTE HOMES INC
Consumer Cyclical·Residential Construction
1.09%
of portfolio
Number of shares
155,830 sh
Holdings current value
$5.65M
Avg closing price
$38.66
+21.3%
Last action
Added 0.0%
2025Q3
Current $46.89
37
K
KALUKAISER ALUMINUM CORP
Basic Materials·Aluminum
1.08%
of portfolio
Number of shares
79,623 sh
Holdings current value
$5.60M
Avg closing price
$88.27
+86.7%
Last action
Trimmed 5.0%
2025Q4
Current $164.84
38
I
ICFIICF INTL INC
Industrials·Consulting Services
1.02%
of portfolio
Number of shares
44,188 sh
Holdings current value
$5.27M
Avg closing price
$139.89
-52.1%
Last action
Added 15.2%
2025Q4
Current $66.95
39
C
CETCENTRAL SECS CORPCEF
0.98%
of portfolio
Number of shares
111,210 sh
Holdings current value
$5.08M
Avg closing price
$41.77
Last action
Trimmed 7.8%
2025Q2
Current —
40
H
HBBHAMILTON BEACH BRANDS HLDG C
0.97%
of portfolio
Number of shares
297,490 sh
Holdings current value
$5.01M
Avg closing price
$24.36
-14.9%
Last action
Exited
2025Q3
Current $20.74
41
U
UNFUNIFIRST CORP MASS
Industrials·Specialty Business Services
0.77%
of portfolio
Number of shares
23,356 sh
Holdings current value
$4.00M
Avg closing price
$174.27
+50.3%
Last action
Added 12.0%
2025Q4
Current $261.88
42
S
SDSANDRIDGE ENERGY INC
Energy·Oil & Gas E&P
0.75%
of portfolio
Number of shares
330,698 sh
Holdings current value
$3.87M
Avg closing price
$12.15
+25.3%
Last action
Added 0.0%
2025Q4
Current $15.23
43
P
PBFPBF ENERGY INC
Energy·Oil & Gas Refining & Marketing
0.67%
of portfolio
Number of shares
131,050 sh
Holdings current value
$3.48M
Avg closing price
$29.44
+39.2%
Last action
Added 52.5%
2024Q4
Current $40.97
44
O
OSGAMBAC FINL GROUP INC
Financial Services·Insurance - Specialty
0.56%
of portfolio
Number of shares
230,416 sh
Holdings current value
$2.91M
Avg closing price
$9.18
-50.0%
Last action
Added 345.6%
2025Q4
Current $4.59
45
W
WCCWESCO INTL INC
Industrials·Industrial Distribution
0.52%
of portfolio
Number of shares
14,739 sh
Holdings current value
$2.67M
Avg closing price
$170.96
+86.1%
Last action
Added 1.4%
2025Q4
Current $318.19
46
R
ROICUSDRETAIL OPPORTUNITY INVTS CORREIT
0.30%
of portfolio
Number of shares
90,000 sh
Holdings current value
$1.56M
Avg closing price
$12.82
Last action
Exited
2025Q1
Current —
47
E
ELMEWASHINGTON REAL ESTATE INVTREIT
Real Estate·REIT - Residential
0.27%
of portfolio
Number of shares
93,000 sh
Holdings current value
$1.42M
Avg closing price
$13.92
-84.8%
Last action
Exited
2025Q2
Current $2.12
48
C
CTOCTO RLTY GROWTH INC NEWREIT
Real Estate·REIT - Diversified
0.24%
of portfolio
Number of shares
63,000 sh
Holdings current value
$1.24M
Avg closing price
$16.95
+15.5%
Last action
Exited
2025Q2
Current $19.58
49
I
IVTINVENTRUST PPTYS CORPREIT
Real Estate·REIT - Retail
0.22%
of portfolio
Number of shares
38,000 sh
Holdings current value
$1.14M
Avg closing price
$25.71
+25.7%
Last action
Exited
2025Q2
Current $32.33
50
W
WSRWHITESTONE REITREIT
Real Estate·REIT - Retail
0.22%
of portfolio
Number of shares
80,000 sh
Holdings current value
$1.13M
Avg closing price
$12.55
+51.1%
Last action
Exited
2025Q2
Current $18.96
51
O
OCFCOCEANFIRST FINL CORP
Financial Services·Banks - Regional
0.21%
of portfolio
Number of shares
60,859 sh
Holdings current value
$1.10M
Avg closing price
$17.64
+8.0%
Last action
Added 100.3%
2025Q4
Current $19.06
52
B
BATRKATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
0.19%
of portfolio
Number of shares
26,104 sh
Holdings current value
$998.7K
Avg closing price
$39.06
+23.8%
Last action
Trimmed 0.7%
2024Q3
Current $48.37
53
P
PCHPOTLATCHDELTIC CORPORATIONREIT
0.15%
of portfolio
Number of shares
20,000 sh
Holdings current value
$785.0K
Avg closing price
$47.02
Last action
Exited
2025Q2
Current —
54
R
RMRRMR GROUP INC
Real Estate·Real Estate Services
0.15%
of portfolio
Number of shares
37,000 sh
Holdings current value
$763.7K
Avg closing price
$24.00
-30.3%
Last action
Exited
2025Q2
Current $16.73
55
V
VTMXVESTA REAL ESTATE CORPORATIOADR
Real Estate·Real Estate - Development
0.12%
of portfolio
Number of shares
25,000 sh
Holdings current value
$640.0K
Avg closing price
$27.36
+29.6%
Last action
Exited
2025Q2
Current $35.45
56
S
STCSTEWART INFORMATION SVCS COR
Financial Services·Insurance - Property & Casualty
0.07%
of portfolio
Number of shares
5,194 sh
Holdings current value
$350.5K
Avg closing price
$65.06
+9.0%
Last action
Exited
2025Q2
Current $70.94
57
G
GRBKGREEN BRICK PARTNERS INC
Consumer Cyclical·Residential Construction
0.05%
of portfolio
Number of shares
5,000 sh
Holdings current value
$282.4K
Avg closing price
$60.23
+19.3%
Last action
Exited
2025Q2
Current $71.84
58
U
UHALAMERCO
Industrials·Rental & Leasing Services
0.02%
of portfolio
Number of shares
1,456 sh
Holdings current value
$100.6K
Avg closing price
$67.54
-21.1%
Last action
Exited
2025Q2
Current $53.29
59
H
HP5AEQUITY COMWLTHREIT
0.02%
of portfolio
Number of shares
55,000 sh
Holdings current value
$97.3K
Avg closing price
$18.88
Last action
Exited
2025Q2
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
DEUTSCHE BANK A G
7.29%
TDW
6.23% · +56.5%
HCC
6.17% · +63.4%
CBRE
4.42% · +13.7%
BN
4.35% · -21.0%
LEN/B
4.14%
VALARIS LIMITED
3.65%
CMA
3.62% · +43.4%
ORI
3.26% · +10.3%
UHAL/B
3.10%
FPH
3.02% · +33.9%
PLD
2.64% · +34.7%
SUI
2.57% · +5.4%
JLL
2.55% · +33.4%
AMH
2.33% · -18.2%
UMBF
2.24% · +9.5%
DHI
2.13% · +17.5%
MYRG
2.10% · +127.2%
ITIC
1.79% · +2.7%
PRA
1.74% · +54.9%
RYN
1.59% · -18.4%
ECPG
1.58% · +76.1%
FR
1.52% · +25.4%
FRPH
1.50% · -30.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Real Estate15 pos$111.4M29.6%
  • Financial Services13 pos$109.9M29.2%
  • Basic Materials3 pos$43.5M11.6%
  • Energy3 pos$39.5M10.5%
  • Industrials7 pos$34.5M9.2%
  • Consumer Cyclical3 pos$16.9M4.5%
  • Healthcare2 pos$12.7M3.4%
  • Communication Services2 pos$7.7M2.0%
(27.2% unclassified, excluded from %)