Third Avenue Management LLC Top Holdings and 13F Report (2025) About Third Avenue Management LLCInvestment ActivityThird Avenue Management LLC has $516.83 million in total holdings as of December 31, 2024.Third Avenue Management LLC owns shares of 59 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 3.05% of the portfolio was purchased this quarter.About 12.11% of the portfolio was sold this quarter.This quarter, Third Avenue Management LLC has purchased 59 new stocks and bought additional shares in 7 stocks.Third Avenue Management LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Deutsche Bank Aktiengesellschaft $37,674,994Tidewater $32,179,273Warrior Met Coal $31,863,017CBRE Group $22,846,823Brookfield $22,490,411 Largest New Holdings this Quarter Ambac Financial Group $2,914,762 HoldingOceanFirst Financial $1,101,548 Holding Largest Purchases this Quarter Tidewater 106,705 shares (about $5.84M)Five Point 814,981 shares (about $3.08M)Ambac Financial Group 230,416 shares (about $2.91M)PBF Energy 45,092 shares (about $1.20M)OceanFirst Financial 60,859 shares (about $1.10M) Largest Sales this Quarter Warrior Met Coal 207,969 shares (about $11.28M)Comerica 173,002 shares (about $10.70M)Deutsche Bank Aktiengesellschaft 302,426 shares (about $5.21M)InvenTrust Properties 145,176 shares (about $4.37M)Brookfield 63,316 shares (about $3.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThird Avenue Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDBDeutsche Bank Aktiengesellschaft$37,674,994$5,211,012 ▼-12.2%2,186,5047.3%FinanceTDWTidewater$32,179,273$5,837,831 ▲22.2%588,1796.2%Oils/EnergyHCCWarrior Met Coal$31,863,017$11,280,239 ▼-26.1%587,4456.2%Oils/EnergyCBRECBRE Group$22,846,823$1,180,691 ▼-4.9%174,0184.4%FinanceBNBrookfield$22,490,411$3,637,504 ▼-13.9%391,4784.4%FinanceLEN.BLennar$21,379,3590.0%161,7814.1%ConstructionVALValaris$18,873,138$253,893 ▼-1.3%426,6083.7%Oils/EnergyCMAComerica$18,733,190$10,700,174 ▼-36.4%302,8813.6%FinanceORIOld Republic International$16,845,649$1,613,205 ▼-8.7%465,4783.3%FinanceU-Haul Holding Company$16,003,853$2,220,165 ▼-12.2%249,8653.1%COMFPHFive Point$15,595,944$3,080,628 ▲24.6%4,125,9113.0%FinancePLDPrologis$13,629,2750.0%128,9432.6%FinanceSUISun Communities$13,297,607$42,056 ▲0.3%108,1372.6%FinanceJLLJones Lang LaSalle$13,160,7490.0%51,9902.5%FinanceAMHAmerican Homes 4 Rent$12,020,0900.0%321,2212.3%FinanceUMBFUMB Financial$11,601,557$914,166 ▼-7.3%102,7962.2%FinanceDHID.R. Horton$11,010,1260.0%78,7452.1%ConstructionMYRGMYR Group$10,830,0100.0%72,7972.1%UtilitiesITICInvestors Title$9,266,5500.0%39,1391.8%FinancePRAProAssurance$8,973,0490.0%563,9881.7%FinanceRYNRayonier$8,242,3800.0%315,8001.6%ConstructionECPGEncore Capital Group$8,169,7210.0%171,0221.6%FinanceFRFirst Industrial Realty Trust$7,876,9270.0%157,1301.5%FinanceFRPHFRP$7,747,9200.0%252,9521.5%FinancePBProsperity Bancshares$7,698,3590.0%102,1681.5%FinanceBAMBrookfield Asset Management$7,158,6620.0%132,1031.4%FinanceSUPNSupernus Pharmaceuticals$6,852,0670.0%189,4931.3%MedicalBATRAAtlanta Braves$6,709,0700.0%164,4381.3%Multi-Sector ConglomeratesFNFFidelity National Financial$6,661,3480.0%118,6561.3%FinanceSBSISouthside Bancshares$6,651,3700.0%209,4261.3%FinanceWYWeyerhaeuser$6,216,899$2,453,498 ▼-28.3%220,8491.2%ConstructionLXULSB Industries$5,991,9030.0%789,4471.2%Multi-Sector ConglomeratesALGAlamo Group$5,926,8110.0%31,8801.1%Industrial ProductsCOLLCollegium Pharmaceutical$5,827,439$594,488 ▲11.4%203,4011.1%MedicalSEBSeaboard$5,670,8260.0%2,3341.1%Consumer StaplesTPHTri Pointe Homes$5,650,3960.0%155,8301.1%ConstructionKALUKaiser Aluminum$5,595,1080.0%79,6231.1%Industrial ProductsICFIICF International$5,267,6510.0%44,1881.0%Business ServicesCETCentral Securities$5,081,1850.0%111,2101.0%FinanceHBBHamilton Beach Brands$5,006,757$322,194 ▼-6.0%297,4901.0%Consumer DiscretionaryUNFUniFirst$3,995,9780.0%23,3560.8%Industrial ProductsSDSandRidge Energy$3,872,474$587,186 ▲17.9%330,6980.7%Oils/EnergyPBFPBF Energy$3,479,378$1,197,193 ▲52.5%131,0500.7%Oils/EnergyAMBCAmbac Financial Group$2,914,762$2,914,762 ▲New Holding230,4160.6%FinanceWCCWESCO International$2,667,1690.0%14,7390.5%Computer and TechnologyROICRetail Opportunity Investments$1,562,4000.0%90,0000.3%FinanceELMEElme Communities$1,420,1100.0%93,0000.3%FinanceCTOCTO Realty Growth$1,241,7300.0%63,0000.2%FinanceIVTInvenTrust Properties$1,144,940$4,374,153 ▼-79.3%38,0000.2%FinanceWSRWhitestone REIT$1,133,6000.0%80,0000.2%FinanceOCFCOceanFirst Financial$1,101,548$1,101,548 ▲New Holding60,8590.2%FinanceBATRKAtlanta Braves$998,7390.0%26,1040.2%Multi-Sector ConglomeratesPCHPotlatchDeltic$785,0000.0%20,0000.2%ConstructionRMRThe RMR Group$763,6800.0%37,0000.1%FinanceVTMXCorporación Inmobiliaria Vesta$640,000$384,000 ▲150.0%25,0000.1%FinanceSTCStewart Information Services$350,5430.0%5,1940.1%FinanceGRBKGreen Brick Partners$282,4500.0%5,0000.1%FinanceUHALU-Haul$100,5950.0%1,4560.0%TransportationEQCEquity Commonwealth$97,3500.0%55,0000.0%FinanceLazard Ltd.$0$18,263,506 ▼-100.0%00.0%COMTPHSTrinity Place$0$139,019 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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