Third Avenue Management LLC

13F filer · CIK 0001099281

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$625MU.S. long equity reported on 13F

Positions543 new · 2 closed

Net flow last quarter-$23.5MBuys minus sells

Top 10 positions weight50.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202654 positions
TDWTidewater Inc	$62.2M	9.95%	1.88%	+1.4%	Q2 2013
BCCBOISE CASCADE Co	$46.7M	7.47%	1.71%	+7.1%	Q3 2025
VALValaris Ltd	$37.5M	5.99%	0.75%	+1.6%	Q3 2021
RHIRobert Half Inc.	$37.1M	5.93%	1.18%	+33.7%	Q1 2026
HOGHarley-Davidson, Inc.	$36.2M	5.79%	1.41%	+1.2%	Q1 2026
HCCWarrior Met Coal, Inc.	$23.2M	3.70%	0.54%	-21.6%	Q4 2017
FPHFive Point Holdings, LLC	$19.5M	3.11%	Not reported	-4.3%	Q2 2017
CBRECbre Group, Inc.	$18.3M	2.93%	0.05%	-0.3%	Q1 2020
BNBROOKFIELD Corp	$16.8M	2.69%	Not reported	-18.0%	Q4 2022
UHAL.BU-Haul Holding Co	$16.4M	2.62%	Not reported	-0.2%	Q4 2022
PLDPrologis, Inc.	$14.2M	2.27%	0.01%	-16.8%	Q2 2013
LEN.BLennar Corp	$13.3M	2.12%	Not reported	+4.8%	Q4 2016
PHMPultegroup Inc	$13.1M	2.09%	0.05%	0.0%	Q1 2025
ECPGEncore Capital Group Inc	$12.1M	1.94%	0.61%	-9.0%	Q4 2022
DHIHorton D R Inc	$11.3M	1.80%	0.02%	-6.3%	Q2 2022
UMBFUmb Financial Corp	$11.2M	1.79%	0.10%	Not reported	Q2 2013
SUISun Communities Inc	$11M	1.75%	0.07%	0.0%	Q2 2023
ROGRogers Corp	$10.1M	1.61%	0.34%	-59.2%	Q3 2025
JLLJones Lang Lasalle Inc	$9.93M	1.59%	0.07%	-1.1%	Q1 2023
FNFFidelity National Financial, Inc.	$9.11M	1.46%	0.07%	-0.2%	Q1 2016
SKYChampion Homes, Inc.	$8.86M	1.42%	0.18%	-0.2%	Q2 2025
FSVFirstService Corp	$8.8M	1.41%	0.14%	+22.8%	Q4 2025
AMHAmerican Homes 4 Rent	$8.78M	1.40%	Not reported	-0.2%	Q4 2013
OSGOctave Specialty Group Inc	$8.37M	1.34%	2.98%	+0.1%	Q4 2024
BKDBrookdale Senior Living Inc.	$7.96M	1.27%	0.21%	+6.7%	Q2 2013
PBProsperity Bancshares Inc	$7.46M	1.19%	0.10%	Not reported	Q1 2014
ICFIICF International, Inc.	$7.21M	1.15%	0.55%	+37.9%	Q2 2013
SUPNSupernus Pharmaceuticals, Inc.	$7.1M	1.14%	0.26%	Not reported	Q2 2022
ALGAlamo Group Inc	$6.95M	1.11%	0.35%	+23.1%	Q2 2013
COLLCollegium Pharmaceutical, Inc	$6.61M	1.06%	0.56%	+17.7%	Q4 2023
CPRXCatalyst Pharmaceuticals, Inc.	$6.61M	1.06%	0.17%	Not reported	Q1 2026
MYRGMyr Group Inc.	$6.54M	1.05%	0.08%	-54.7%	Q4 2015
BATRAAtlanta Braves Holdings, Inc.	$6.3M	1.01%	Not reported	-32.0%	Q3 2023
TMHCTaylor Morrison Home Corp	$6.17M	0.99%	0.09%	New	Q2 2026
ITICInvestors Title Co	$5.99M	0.96%	1.16%	Not reported	Q2 2023
PBFPBF Energy Inc.	$5.97M	0.95%	Not reported	Not reported	Q3 2024
WCCWesco International Inc	$5.86M	0.94%	0.03%	-11.9%	Q2 2024
KALUKaiser Aluminum Corp	$5.84M	0.93%	0.18%	-0.1%	Q2 2013
UNFUnifirst Corp	$5.5M	0.88%	0.10%	-26.8%	Q2 2013
QLYSQualys, Inc.	$5.38M	0.86%	0.11%	Not reported	Q1 2026
CETCentral Securities Corp	$5.34M	0.85%	Not reported	Not reported	Q1 2020
FLGFlagstar Bank, National Association	$4.95M	0.79%	0.08%	Not reported	Q4 2025
SDSandridge Energy Inc	$4.83M	0.77%	0.95%	+6.6%	Q3 2024
OCFCOceanfirst Financial Corp	$4.82M	0.77%	0.43%	Not reported	Q4 2024
FRFirst Industrial Realty Trust Inc	$4.75M	0.76%	0.06%	-4.3%	Q2 2013
LXULSB Industries, Inc.	$4.12M	0.66%	0.53%	Not reported	Q2 2013
SBSISouthside Bancshares Inc	$4.11M	0.66%	0.39%	Not reported	Q3 2015
BXCBlueLinx Holdings Inc.	$3.98M	0.64%	0.83%	Not reported	Q1 2025
MMSMaximus, Inc.	$3.98M	0.64%	0.14%	New	Q2 2026
WYWeyerhaeuser Co	$3.88M	0.62%	0.02%	-0.2%	Q2 2013

Q1 2026Reported May 13, 202653 positions
TDWTidewater Inc	$77M	12.49%	1.85%	+5.5%	Q2 2013
VALValaris Ltd	$49.8M	8.09%	0.73%	-13.0%	Q3 2021
BCCBOISE CASCADE Co	$42.6M	6.92%	1.57%	+30.7%	Q3 2025
HCCWarrior Met Coal, Inc.	$33.9M	5.50%	0.69%	-37.6%	Q4 2017
HOGHarley-Davidson, Inc.	$29.6M	4.80%	1.31%	New	Q1 2026
RHIRobert Half Inc.	$23M	3.73%	0.88%	New	Q1 2026
BNBROOKFIELD Corp	$19.5M	3.16%	Not reported	-12.2%	Q4 2022
FPHFive Point Holdings, LLC	$18.7M	3.03%	Not reported	-6.1%	Q2 2017
CBRECbre Group, Inc.	$18.5M	3.00%	0.05%	-7.2%	Q1 2020
PLDPrologis, Inc.	$16.6M	2.70%	0.01%	-13.4%	Q2 2013
ROGRogers Corp	$16.2M	2.63%	0.85%	-24.3%	Q3 2025
UHAL.BU-Haul Holding Co	$12.7M	2.06%	Not reported	+9.7%	Q4 2022
LEN.BLennar Corp	$12M	1.95%	Not reported	-3.5%	Q4 2016
SUISun Communities Inc	$11.5M	1.87%	0.07%	-5.6%	Q2 2023
PHMPultegroup Inc	$11.2M	1.82%	0.05%	-5.5%	Q1 2025
DHIHorton D R Inc	$10.1M	1.64%	0.03%	-5.6%	Q2 2022
ECPGEncore Capital Group Inc	$9.99M	1.62%	0.66%	-16.7%	Q4 2022
JLLJones Lang Lasalle Inc	$9.86M	1.60%	0.07%	-5.7%	Q1 2023
FNFFidelity National Financial, Inc.	$8.97M	1.46%	0.07%	-5.8%	Q1 2016
UMBFUmb Financial Corp	$8.83M	1.43%	0.10%	Not reported	Q2 2013
MYRGMyr Group Inc.	$8.14M	1.32%	0.19%	-18.9%	Q4 2015
SUPNSupernus Pharmaceuticals, Inc.	$7.89M	1.28%	0.26%	-19.4%	Q2 2022
BATRAAtlanta Braves Holdings, Inc.	$7.75M	1.26%	Not reported	Not reported	Q3 2023
SKYChampion Homes, Inc.	$7.49M	1.22%	0.18%	-5.3%	Q2 2025
AMHAmerican Homes 4 Rent	$7.33M	1.19%	Not reported	-5.7%	Q4 2013
TPHTri Pointe Homes, Inc.	$7.28M	1.18%	0.18%	Not reported	Q1 2017
UNFUnifirst Corp	$7.15M	1.16%	0.14%	Not reported	Q2 2013
FSVFirstService Corp	$7.01M	1.14%	0.11%	+169.6%	Q4 2025
PBProsperity Bancshares Inc	$6.86M	1.11%	0.10%	Not reported	Q1 2014
PRAProassurance Corp	$6.44M	1.05%	0.51%	-11.1%	Q4 2020
BKDBrookdale Senior Living Inc.	$6.34M	1.03%	0.19%	Not reported	Q2 2013
PBFPBF Energy Inc.	$6.24M	1.01%	Not reported	Not reported	Q3 2024
OSGOctave Specialty Group Inc	$6.24M	1.01%	2.98%	+71.5%	Q4 2024
LXULSB Industries, Inc.	$5.68M	0.92%	0.53%	-51.7%	Q2 2013
ALGAlamo Group Inc	$5.66M	0.92%	0.28%	+43.0%	Q2 2013
SDSandridge Energy Inc	$5.4M	0.88%	0.90%	Not reported	Q3 2024
WCCWesco International Inc	$5.27M	0.85%	0.04%	-5.2%	Q2 2024
CPRXCatalyst Pharmaceuticals, Inc.	$5.2M	0.84%	0.17%	New	Q1 2026
COLLCollegium Pharmaceutical, Inc	$5.13M	0.83%	0.48%	-23.7%	Q4 2023
CETCentral Securities Corp	$5.06M	0.82%	Not reported	Not reported	Q1 2020
ITICInvestors Title Co	$4.76M	0.77%	1.16%	Not reported	Q2 2023
FRFirst Industrial Realty Trust Inc	$4.69M	0.76%	0.06%	-22.6%	Q2 2013
ICFIICF International, Inc.	$4.68M	0.76%	0.40%	+35.7%	Q2 2013
OCFCOceanfirst Financial Corp	$4.45M	0.72%	0.43%	+27.9%	Q4 2024
FLGFlagstar Bank, National Association	$4.36M	0.71%	0.08%	+52.4%	Q4 2025
WYWeyerhaeuser Co	$3.97M	0.64%	0.02%	-5.4%	Q2 2013
SBSISouthside Bancshares Inc	$3.63M	0.59%	0.39%	Not reported	Q3 2015
KALUKaiser Aluminum Corp	$3.6M	0.58%	0.18%	-65.0%	Q2 2013
BXCBlueLinx Holdings Inc.	$3.49M	0.57%	0.82%	+0.1%	Q1 2025
QLYSQualys, Inc.	$3.44M	0.56%	0.11%	New	Q1 2026

Q4 2025Reported Feb 12, 202651 positions
HCCWarrior Met Coal, Inc.	$51.4M	9.35%	1.11%	-9.1%	Q4 2017
TDWTidewater Inc	$44.1M	8.01%	1.76%	-0.2%	Q2 2013
BCCBOISE CASCADE Co	$31.6M	5.75%	1.19%	+57.1%	Q3 2025
VALValaris Ltd	$29.5M	5.35%	0.84%	-0.2%	Q3 2021
BNBROOKFIELD Corp	$25.2M	4.57%	Not reported	-3.4%	Q4 2022
CBRECbre Group, Inc.	$23.6M	4.29%	0.05%	-5.1%	Q1 2020
FPHFive Point Holdings, LLC	$23M	4.18%	Not reported	Not reported	Q2 2017
PLDPrologis, Inc.	$18.6M	3.37%	0.02%	0.0%	Q2 2013
ROGRogers Corp	$18.3M	3.32%	1.12%	+0.1%	Q3 2025
LEN.BLennar Corp	$14.1M	2.56%	Not reported	+0.1%	Q4 2016
DBDeutsche Bank Aktiengesellschaft	$13M	2.36%	0.02%	Not reported	Q2 2017
UHAL.BU-Haul Holding Co	$12.1M	2.20%	Not reported	0.0%	Q4 2022
SUISun Communities Inc	$12M	2.18%	0.08%	+0.1%	Q2 2023
PHMPultegroup Inc	$11.8M	2.15%	0.05%	+4.1%	Q1 2025
JLLJones Lang Lasalle Inc	$11.6M	2.10%	0.07%	-33.5%	Q1 2023
DHIHorton D R Inc	$11.3M	2.05%	0.03%	+0.2%	Q2 2022
FNFFidelity National Financial, Inc.	$11.2M	2.04%	0.08%	+73.0%	Q1 2016
KALUKaiser Aluminum Corp	$9.8M	1.78%	0.53%	-4.7%	Q2 2013
SUPNSupernus Pharmaceuticals, Inc.	$9.42M	1.71%	0.33%	Not reported	Q2 2022
COLLCollegium Pharmaceutical, Inc	$9.42M	1.71%	0.64%	Not reported	Q4 2023
ECPGEncore Capital Group Inc	$9.3M	1.69%	0.79%	Not reported	Q4 2022
UMBFUmb Financial Corp	$9M	1.64%	0.10%	-19.8%	Q2 2013
SKYChampion Homes, Inc.	$8.99M	1.63%	0.19%	Not reported	Q2 2025
AMHAmerican Homes 4 Rent	$8.94M	1.62%	Not reported	+45.8%	Q4 2013
MYRGMyr Group Inc.	$7.77M	1.41%	0.23%	Not reported	Q4 2015
PRAProassurance Corp	$7.08M	1.29%	0.57%	-19.5%	Q4 2020
PBProsperity Bancshares Inc	$7.06M	1.28%	0.11%	Not reported	Q1 2014
BATRAAtlanta Braves Holdings, Inc.	$6.99M	1.27%	Not reported	Not reported	Q3 2023
LXULSB Industries, Inc.	$6.71M	1.22%	1.10%	Not reported	Q2 2013
OSGOctave Specialty Group Inc	$6.08M	1.11%	1.74%	+29.6%	Q4 2024
FRFirst Industrial Realty Trust Inc	$6M	1.09%	0.08%	-1.5%	Q2 2013
UNFUnifirst Corp	$5.48M	1.00%	0.14%	+9.7%	Q2 2013
ITICInvestors Title Co	$5.47M	0.99%	1.16%	+0.1%	Q2 2023
CETCentral Securities Corp	$5.16M	0.94%	Not reported	Not reported	Q1 2020
WCCWesco International Inc	$4.96M	0.90%	0.04%	+1.0%	Q2 2024
TPHTri Pointe Homes, Inc.	$4.9M	0.89%	0.18%	Not reported	Q1 2017
SDSandridge Energy Inc	$4.77M	0.87%	0.90%	0.0%	Q3 2024
ICFIICF International, Inc.	$4.51M	0.82%	0.29%	+12.4%	Q2 2013
RYNRayonier Inc	$4.08M	0.74%	0.12%	-13.6%	Q4 2013
WYWeyerhaeuser Co	$4.06M	0.74%	0.02%	+6.0%	Q2 2013
ALGAlamo Group Inc	$4.03M	0.73%	0.20%	+61.5%	Q2 2013
BXCBlueLinx Holdings Inc.	$3.95M	0.72%	0.82%	+38.8%	Q1 2025
CTLPCantaloupe, Inc.	$3.93M	0.71%	Not reported	Not reported	Q2 2025
PBFPBF Energy Inc.	$3.55M	0.65%	Not reported	Not reported	Q3 2024
SBSISouthside Bancshares Inc	$3.55M	0.65%	0.39%	-44.2%	Q3 2015
OCFCOceanfirst Financial Corp	$3.46M	0.63%	0.34%	+18.8%	Q4 2024
FSVFirstService Corp	$2.91M	0.53%	0.04%	New	Q4 2025
FLGFlagstar Bank, National Association	$2.74M	0.50%	0.05%	New	Q4 2025
FRPHFRP Holdings, Inc.	$2.45M	0.44%	0.56%	-39.8%	Q1 2018
BATRKAtlanta Braves Holdings, Inc.	$1.03M	0.19%	Not reported	Not reported	Q3 2023

Q3 2025Reported Nov 14, 202550 positions
TDWTidewater Inc	$47.9M	9.00%	1.76%	-0.1%	Q2 2013
HCCWarrior Met Coal, Inc.	$42.3M	7.94%	1.22%	0.0%	Q4 2017
VALValaris Ltd	$30M	5.63%	0.84%	-0.1%	Q3 2021
BNBROOKFIELD Corp	$25.7M	4.82%	Not reported	Not reported	Q4 2022
FPHFive Point Holdings, LLC	$25.2M	4.73%	Not reported	-0.3%	Q2 2017
CBRECbre Group, Inc.	$24.2M	4.55%	0.05%	-6.1%	Q1 2020
BCCBOISE CASCADE Co	$21.2M	3.98%	0.73%	New	Q3 2025
LEN.BLennar Corp	$18M	3.39%	Not reported	-0.1%	Q4 2016
PLDPrologis, Inc.	$16.9M	3.18%	0.02%	-0.1%	Q2 2013
ROGRogers Corp	$16.3M	3.06%	1.11%	New	Q3 2025
JLLJones Lang Lasalle Inc	$15.3M	2.88%	0.11%	-0.1%	Q1 2023
DHIHorton D R Inc	$13.5M	2.53%	0.03%	-0.1%	Q2 2022
UHAL.BU-Haul Holding Co	$13.3M	2.49%	Not reported	-0.1%	Q4 2022
PHMPultegroup Inc	$13M	2.44%	0.05%	-0.2%	Q1 2025
SUISun Communities Inc	$12.4M	2.33%	0.08%	-0.4%	Q2 2023
UMBFUmb Financial Corp	$11.5M	2.17%	0.13%	-5.1%	Q2 2013
CMAComerica Inc	$10.8M	2.03%	0.12%	-8.7%	Q2 2013
SUPNSupernus Pharmaceuticals, Inc.	$9.1M	1.71%	0.33%	Not reported	Q2 2022
PRAProassurance Corp	$8.73M	1.64%	0.71%	-5.4%	Q4 2020
SKYChampion Homes, Inc.	$8.29M	1.56%	0.19%	+77.8%	Q2 2025
BATRAAtlanta Braves Holdings, Inc.	$7.42M	1.39%	Not reported	Not reported	Q3 2023
MYRGMyr Group Inc.	$7.18M	1.35%	0.23%	-34.9%	Q4 2015
FNFFidelity National Financial, Inc.	$7.16M	1.34%	0.04%	Not reported	Q1 2016
COLLCollegium Pharmaceutical, Inc	$7.15M	1.34%	0.64%	Not reported	Q4 2023
KALUKaiser Aluminum Corp	$7.01M	1.32%	0.55%	Not reported	Q2 2013
ECPGEncore Capital Group Inc	$6.94M	1.30%	0.75%	Not reported	Q4 2022
PBProsperity Bancshares Inc	$6.84M	1.28%	0.11%	Not reported	Q1 2014
AMHAmerican Homes 4 Rent	$6.27M	1.18%	Not reported	Not reported	Q4 2013
LXULSB Industries, Inc.	$6.13M	1.15%	1.10%	Not reported	Q2 2013
ITICInvestors Title Co	$5.88M	1.10%	1.16%	-38.8%	Q2 2023
RYNRayonier Inc	$5.87M	1.10%	0.14%	-15.5%	Q4 2013
SBSISouthside Bancshares Inc	$5.83M	1.09%	0.70%	Not reported	Q3 2015
FRFirst Industrial Realty Trust Inc	$5.54M	1.04%	0.08%	-19.8%	Q2 2013
TPHTri Pointe Homes, Inc.	$5.34M	1.00%	0.18%	0.0%	Q1 2017
CETCentral Securities Corp	$5.22M	0.98%	Not reported	Not reported	Q1 2020
OSGOctave Specialty Group Inc	$4.91M	0.92%	1.29%	Not reported	Q4 2024
ICFIICF International, Inc.	$4.44M	0.83%	0.26%	Not reported	Q2 2013
UNFUnifirst Corp	$4.31M	0.81%	0.13%	+11.0%	Q2 2013
FRPHFRP Holdings, Inc.	$4.29M	0.81%	0.93%	-15.6%	Q1 2018
WCCWesco International Inc	$4.27M	0.80%	0.04%	Not reported	Q2 2024
WYWeyerhaeuser Co	$4.04M	0.76%	0.02%	-26.7%	Q2 2013
PBFPBF Energy Inc.	$3.92M	0.74%	Not reported	Not reported	Q3 2024
CTLPCantaloupe, Inc.	$3.91M	0.73%	Not reported	Not reported	Q2 2025
SDSandridge Energy Inc	$3.87M	0.73%	0.90%	Not reported	Q3 2024
SEBSeaboard Corp	$3.76M	0.71%	0.11%	Not reported	Q1 2016
BXCBlueLinx Holdings Inc.	$3.42M	0.64%	0.59%	Not reported	Q1 2025
OCFCOceanfirst Financial Corp	$2.82M	0.53%	0.28%	+0.1%	Q4 2024
ALGAlamo Group Inc	$2.81M	0.53%	0.12%	Not reported	Q2 2013
VCVisteon Corp	$1.25M	0.23%	0.04%	Not reported	Q3 2015
BATRKAtlanta Braves Holdings, Inc.	$1.07M	0.20%	Not reported	Not reported	Q3 2023

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