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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 · 2025Q1
61 positions
1
T
TDWTIDEWATER INC NEW
Energy·Oil & Gas Equipment & Services
6.86%
of portfolio
Number of shares
809,258 sh
Holdings current value
$34.21M
Avg closing price
$71.44
+19.9%
Last action
Trimmed 0.2%
2025Q4
Current $85.62
2
D
D18190898DEUTSCHE BANK A G
6.84%
of portfolio
Number of shares
1,447,570 sh
Holdings current value
$34.12M
Avg closing price
$15.75
Last action
New holding
2025Q4
Current —
3
H
HCCWARRIOR MET COAL INC
Basic Materials·Coking Coal
5.87%
of portfolio
Number of shares
613,206 sh
Holdings current value
$29.26M
Avg closing price
$59.64
+48.6%
Last action
Trimmed 8.7%
2025Q4
Current $88.62
4
G
G9460G101VALARIS LIMITED
4.49%
of portfolio
Number of shares
569,839 sh
Holdings current value
$22.37M
Avg closing price
$65.15
Last action
Trimmed 0.2%
2025Q4
Current —
5
F
FPHFIVE POINT HOLDINGS LLC
4.42%
of portfolio
Number of shares
4,125,911 sh
Holdings current value
$22.03M
Avg closing price
$3.26
+55.3%
Last action
Trimmed 0.3%
2025Q3
Current $5.06
6
C
CBRECBRE GROUP INC
Real Estate·Real Estate Services
4.33%
of portfolio
Number of shares
165,109 sh
Holdings current value
$21.59M
Avg closing price
$97.24
+53.5%
Last action
Trimmed 4.5%
2025Q4
Current $149.31
7
B
BNBROOKFIELD CORP
Financial Services·Asset Management
3.98%
of portfolio
Number of shares
378,249 sh
Holdings current value
$19.82M
Avg closing price
$43.12
+5.2%
Last action
Added 81.5%
2025Q4
Current $45.36
8
C
CMACOMERICA INC
3.59%
of portfolio
Number of shares
302,904 sh
Holdings current value
$17.89M
Avg closing price
$54.99
+61.3%
Last action
Exited
2025Q4
Current $88.67
9
L
LEN/BLENNAR CORP
3.23%
of portfolio
Number of shares
147,770 sh
Holdings current value
$16.12M
Avg closing price
$154.03
Last action
Added 0.1%
2025Q4
Current —
10
U
UHAL/BU HAUL HOLDING COMPANY
2.97%
of portfolio
Number of shares
249,865 sh
Holdings current value
$14.79M
Avg closing price
$66.22
Last action
Added 0.0%
2025Q4
Current —
11
P
PLDPROLOGIS INC.REIT
Real Estate·REIT - Industrial
2.90%
of portfolio
Number of shares
129,162 sh
Holdings current value
$14.44M
Avg closing price
$125.89
+13.1%
Last action
Added 0.0%
2025Q4
Current $142.34
12
O
ORIOLD REP INTL CORP
Financial Services·Insurance - Property & Casualty
2.65%
of portfolio
Number of shares
336,388 sh
Holdings current value
$13.19M
Avg closing price
$30.72
+29.9%
Last action
Exited
2025Q3
Current $39.90
13
P
PRAPROASSURANCE CORP
Financial Services·Insurance - Property & Casualty
2.64%
of portfolio
Number of shares
563,988 sh
Holdings current value
$13.17M
Avg closing price
$12.86
+91.6%
Last action
Trimmed 11.2%
2025Q4
Current $24.64
14
J
JLLJONES LANG LASALLE INC
Real Estate·Real Estate Services
2.58%
of portfolio
Number of shares
51,990 sh
Holdings current value
$12.89M
Avg closing price
$195.09
+73.1%
Last action
Trimmed 24.9%
2025Q4
Current $337.63
15
S
SUISUN CMNTYS INCREIT
Real Estate·REIT - Residential
2.34%
of portfolio
Number of shares
90,715 sh
Holdings current value
$11.67M
Avg closing price
$126.95
+2.1%
Last action
Added 0.2%
2025Q4
Current $129.60
16
U
UMBFUMB FINL CORP
Financial Services·Banks - Regional
2.08%
of portfolio
Number of shares
102,796 sh
Holdings current value
$10.39M
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
2.01%
of portfolio
Number of shares
78,745 sh
Holdings current value
$10.01M
Avg closing price
$164.52
-0.2%
Last action
Added 0.1%
2025Q4
Current $164.22
18
I
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
1.88%
of portfolio
Number of shares
38,919 sh
Holdings current value
$9.38M
Avg closing price
$163.25
+49.0%
Last action
Added 0.0%
2025Q4
Current $243.19
19
M
MYRGMYR GROUP INC DEL
Industrials·Engineering & Construction
1.65%
of portfolio
Number of shares
72,797 sh
Holdings current value
$8.23M
Avg closing price
$171.59
+97.0%
Last action
Trimmed 20.7%
2025Q3
Current $338.05
20
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
1.55%
of portfolio
Number of shares
118,656 sh
Holdings current value
$7.72M
Avg closing price
$53.72
-4.1%
Last action
Added 270.9%
2025Q4
Current $51.54
21
P
PBPROSPERITY BANCSHARES INC
Financial Services·Banks - Regional
1.46%
of portfolio
Number of shares
102,168 sh
Holdings current value
$7.29M
Avg closing price
$65.79
+5.8%
Last action
Added 0.2%
2024Q3
Current $69.63
22
A
AMHAMERICAN HOMES 4 RENTREIT
Real Estate·REIT - Residential
1.46%
of portfolio
Number of shares
192,560 sh
Holdings current value
$7.28M
Avg closing price
$35.31
-13.3%
Last action
Added 83.2%
2025Q4
Current $30.61
23
F
FRFIRST INDL RLTY TR INCREIT
Real Estate·REIT - Industrial
1.46%
of portfolio
Number of shares
134,558 sh
Holdings current value
$7.26M
Avg closing price
$52.48
+19.8%
Last action
Trimmed 1.2%
2025Q4
Current $62.85
24
F
FRPHFRP HLDGS INC
Real Estate·Real Estate Services
1.45%
of portfolio
Number of shares
252,952 sh
Holdings current value
$7.23M
Avg closing price
$44.95
-52.4%
Last action
Trimmed 21.9%
2025Q4
Current $21.40
25
B
BATRAATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
1.45%
of portfolio
Number of shares
164,438 sh
Holdings current value
$7.21M
Avg closing price
$41.90
+26.8%
Last action
—
Current $53.11
26
R
RYNRAYONIER INCREIT
Real Estate·REIT - Specialty
1.45%
of portfolio
Number of shares
258,499 sh
Holdings current value
$7.21M
Avg closing price
$33.24
-35.9%
Last action
Trimmed 10.3%
2025Q4
Current $21.30
27
P
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
1.32%
of portfolio
Number of shares
63,800 sh
Holdings current value
$6.56M
Avg closing price
$104.24
+25.3%
Last action
Added 6.5%
2025Q4
Current $130.64
28
W
WYWEYERHAEUSER CO MTN BEREIT
Real Estate·REIT - Specialty
1.30%
of portfolio
Number of shares
220,849 sh
Holdings current value
$6.47M
Avg closing price
$35.22
-29.0%
Last action
Added 4.6%
2025Q4
Current $25.00
29
B
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
1.28%
of portfolio
Number of shares
132,103 sh
Holdings current value
$6.40M
Avg closing price
$42.01
+13.8%
Last action
Exited
2025Q2
Current $47.80
30
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.24%
of portfolio
Number of shares
189,493 sh
Holdings current value
$6.21M
Avg closing price
$32.96
+52.9%
Last action
Added 0.2%
2024Q3
Current $50.39
31
C
COLLCOLLEGIUM PHARMACEUTICAL INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.22%
of portfolio
Number of shares
203,401 sh
Holdings current value
$6.07M
Avg closing price
$35.37
-8.7%
Last action
Added 11.4%
2024Q4
Current $32.28
32
S
SBSISOUTHSIDE BANCSHARES INC
Financial Services·Banks - Regional
1.22%
of portfolio
Number of shares
209,426 sh
Holdings current value
$6.06M
Avg closing price
$29.23
+13.4%
Last action
Trimmed 30.6%
2025Q4
Current $33.15
33
E
ECPGENCORE CAP GROUP INC
Financial Services·Credit Services
1.18%
of portfolio
Number of shares
171,022 sh
Holdings current value
$5.86M
Avg closing price
$45.61
+84.4%
Last action
Added 0.2%
2024Q3
Current $84.10
34
L
LXULSB INDS INC
Basic Materials·Chemicals
1.04%
of portfolio
Number of shares
789,447 sh
Holdings current value
$5.20M
Avg closing price
$8.78
+66.0%
Last action
Added 0.2%
2024Q3
Current $14.57
35
C
CETCENTRAL SECS CORPCEF
1.00%
of portfolio
Number of shares
111,210 sh
Holdings current value
$5.00M
Avg closing price
$41.77
Last action
Trimmed 7.8%
2025Q2
Current —
36
T
TPHTRI POINTE HOMES INC
Consumer Cyclical·Residential Construction
1.00%
of portfolio
Number of shares
155,830 sh
Holdings current value
$4.97M
Avg closing price
$38.66
+21.3%
Last action
Added 0.0%
2025Q3
Current $46.89
37
H
HBBHAMILTON BEACH BRANDS HLDG C
0.97%
of portfolio
Number of shares
249,969 sh
Holdings current value
$4.86M
Avg closing price
$24.36
-14.9%
Last action
Exited
2025Q3
Current $20.74
38
K
KALUKAISER ALUMINUM CORP
Basic Materials·Aluminum
0.97%
of portfolio
Number of shares
79,828 sh
Holdings current value
$4.84M
Avg closing price
$88.27
+86.7%
Last action
Trimmed 5.0%
2025Q4
Current $164.84
39
A
ALGALAMO GROUP INC
Industrials·Farm & Heavy Construction Machinery
0.91%
of portfolio
Number of shares
25,546 sh
Holdings current value
$4.55M
Avg closing price
$205.31
-15.1%
Last action
Added 55.7%
2025Q4
Current $174.35
40
U
UNFUNIFIRST CORP MASS
Industrials·Specialty Business Services
0.81%
of portfolio
Number of shares
23,356 sh
Holdings current value
$4.06M
Avg closing price
$174.27
+50.3%
Last action
Added 12.0%
2025Q4
Current $261.88
41
I
ICFIICF INTL INC
Industrials·Consulting Services
0.80%
of portfolio
Number of shares
47,024 sh
Holdings current value
$4.00M
Avg closing price
$139.89
-52.1%
Last action
Added 14.2%
2025Q4
Current $66.95
42
S
SDSANDRIDGE ENERGY INC
Energy·Oil & Gas E&P
0.76%
of portfolio
Number of shares
330,698 sh
Holdings current value
$3.78M
Avg closing price
$12.15
+25.3%
Last action
Added 0.0%
2025Q4
Current $15.23
43
S
SEBSEABOARD CORP DEL
Industrials·Conglomerates
0.71%
of portfolio
Number of shares
1,319 sh
Holdings current value
$3.56M
Avg closing price
$3224
+80.7%
Last action
Exited
2025Q4
Current $5824
44
O
OSGAMBAC FINL GROUP INC
Financial Services·Insurance - Specialty
0.64%
of portfolio
Number of shares
366,461 sh
Holdings current value
$3.21M
Avg closing price
$9.18
-50.0%
Last action
Added 95.2%
2025Q4
Current $4.59
45
P
PBFPBF ENERGY INC
Energy·Oil & Gas Refining & Marketing
0.50%
of portfolio
Number of shares
131,050 sh
Holdings current value
$2.50M
Avg closing price
$29.44
+39.2%
Last action
Added 52.5%
2024Q4
Current $40.97
46
W
WCCWESCO INTL INC
Industrials·Industrial Distribution
0.46%
of portfolio
Number of shares
14,822 sh
Holdings current value
$2.30M
Avg closing price
$170.96
+86.1%
Last action
Added 1.4%
2025Q4
Current $318.19
47
B
BXCBLUELINX HLDGS INC
Industrials·Industrial Distribution
0.45%
of portfolio
Number of shares
29,869 sh
Holdings current value
$2.24M
Avg closing price
$71.04
-19.0%
Last action
Added 151.3%
2025Q4
Current $57.51
48
M
MRPMILLROSE PPTYS INCREIT
Real Estate·REIT - Residential
0.43%
of portfolio
Number of shares
80,890 sh
Holdings current value
$2.14M
Avg closing price
$26.51
+15.0%
Last action
Exited
2025Q3
Current $30.49
49
O
OCFCOCEANFIRST FINL CORP
Financial Services·Banks - Regional
0.40%
of portfolio
Number of shares
116,643 sh
Holdings current value
$1.98M
Avg closing price
$17.64
+8.0%
Last action
Added 35.4%
2025Q4
Current $19.06
50
E
ELMEWASHINGTON REAL ESTATE INVTREIT
Real Estate·REIT - Residential
0.32%
of portfolio
Number of shares
93,000 sh
Holdings current value
$1.62M
Avg closing price
$13.92
-84.8%
Last action
Exited
2025Q2
Current $2.12
51
C
CTOCTO RLTY GROWTH INC NEWREIT
Real Estate·REIT - Diversified
0.24%
of portfolio
Number of shares
63,000 sh
Holdings current value
$1.22M
Avg closing price
$16.95
+15.5%
Last action
Exited
2025Q2
Current $19.58
52
W
WSRWHITESTONE REITREIT
Real Estate·REIT - Retail
0.23%
of portfolio
Number of shares
80,000 sh
Holdings current value
$1.17M
Avg closing price
$12.55
+51.1%
Last action
Exited
2025Q2
Current $18.96
53
I
IVTINVENTRUST PPTYS CORPREIT
Real Estate·REIT - Retail
0.22%
of portfolio
Number of shares
38,000 sh
Holdings current value
$1.12M
Avg closing price
$25.71
+25.7%
Last action
Exited
2025Q2
Current $32.33
54
B
BATRKATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
0.21%
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
55
P
PCHPOTLATCHDELTIC CORPORATIONREIT
0.18%
of portfolio
Number of shares
20,000 sh
Holdings current value
$902.4K
Avg closing price
$47.02
Last action
Exited
2025Q2
Current —
56
R
RMRRMR GROUP INC
Real Estate·Real Estate Services
0.12%
of portfolio
Number of shares
37,000 sh
Holdings current value
$616.0K
Avg closing price
$24.00
-30.3%
Last action
Exited
2025Q2
Current $16.73
57
V
VTMXVESTA REAL ESTATE CORPORATIOADR
Real Estate·Real Estate - Development
0.11%
of portfolio
Number of shares
25,000 sh
Holdings current value
$570.3K
Avg closing price
$27.36
+29.6%
Last action
Exited
2025Q2
Current $35.45
58
S
STCSTEWART INFORMATION SVCS COR
Financial Services·Insurance - Property & Casualty
0.07%
of portfolio
Number of shares
5,194 sh
Holdings current value
$370.6K
Avg closing price
$65.06
+9.0%
Last action
Exited
2025Q2
Current $70.94
59
G
GRBKGREEN BRICK PARTNERS INC
Consumer Cyclical·Residential Construction
0.06%
of portfolio
Number of shares
5,000 sh
Holdings current value
$291.6K
Avg closing price
$60.23
+19.3%
Last action
Exited
2025Q2
Current $71.84
60
U
UHALAMERCO
Industrials·Rental & Leasing Services
0.02%
of portfolio
Number of shares
1,456 sh
Holdings current value
$95.2K
Avg closing price
$67.54
-21.1%
Last action
Exited
2025Q2
Current $53.29
61
H
HP5AEQUITY COMWLTHREIT
0.02%
of portfolio
Number of shares
55,000 sh
Holdings current value
$88.5K
Avg closing price
$18.88
Last action
Exited
2025Q2
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
TDW
6.86% · +102.6%
DEUTSCHE BANK A G
6.84%
HCC
5.87% · +85.7%
VALARIS LIMITED
4.49%
FPH
4.42% · -5.2%
CBRE
4.33% · +14.2%
BN
3.98% · -13.5%
CMA
3.59% · +50.1%
LEN/B
3.23%
UHAL/B
2.97%
PLD
2.90% · +27.3%
ORI
2.65% · +1.7%
PRA
2.64% · +5.5%
JLL
2.58% · +36.2%
SUI
2.34% · +0.7%
UMBF
2.08% · +22.3%
DHI
2.01% · +29.2%
ITIC
1.88% · +0.9%
MYRG
1.65% · +198.9%
FNF
1.55% · -20.8%
PB
1.46% · -2.4%
AMH
1.46% · -19.0%
FR
1.46% · +16.5%
FRPH
1.45% · -25.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services13 pos$104.9M29.1%
  • Real Estate16 pos$104.5M29.0%
  • Energy3 pos$40.5M11.2%
  • Basic Materials3 pos$39.3M10.9%
  • Industrials8 pos$29.0M8.1%
  • Consumer Cyclical4 pos$21.8M6.1%
  • Healthcare2 pos$12.3M3.4%
  • Communication Services2 pos$8.3M2.3%
(27.7% unclassified, excluded from %)