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Third Avenue Management LLC

All holdings · as of Mar 31, 2026

53 positions

CompanyClassValueShares% of portfolio
TIDEWATER INC—$76.96M921,18112.5%
Valaris Ltd—$49.82M508,1868.1%
Boise Cascade Co—$42.63M562,0216.9%
WARRIOR MET COAL, INC.—$33.91M364,0025.5%
HARLEY-DAVIDSON, INC.—$29.58M1,462,6704.8%
ROBERT HALF INC.—$22.96M903,9053.7%
Brookfield Corp.—$19.49M481,4953.2%
Five Point Holdings, LLCFPHCommon Stock$18.69M3,861,1623.0%
CBRE Group Inc—$18.47M136,3303.0%
Prologis Inc—$16.65M125,9452.7%
ROGERS CORP—$16.21M151,0252.6%
U-Haul Holding Co—$12.70M284,3752.1%
Lennar Corp - Class B—$12.02M142,8432.0%
Sun Communities, Inc.—$11.52M91,4551.9%
PULTEGROUP INC/MI—$11.19M95,1281.8%
HORTON D R INC /DE—$10.13M73,8361.6%
Encore Capital Group Inc—$9.99M142,5121.6%
Jones Lang LaSalle Inc—$9.86M32,4071.6%
Fidelity National Financial Inc—$8.97M193,4551.5%
UMB Financial Corp—$8.83M78,2451.4%
MYR Group Inc.—$8.14M28,8191.3%
Supernus Pharmaceuticals Inc—$7.89M152,7241.3%
Atlanta Braves Holdings, Inc.—$7.75M164,4381.3%
CHAMPION HOMES INC—$7.49M100,7571.2%
American Homes 4 Rent—$7.33M262,5201.2%
Tri Pointe Homes, Inc.—$7.28M155,8551.2%
UNIFIRST CORP—$7.15M28,4341.2%
FirstService Corp.—$7.01M50,4521.1%
PROSPERITY BANCSHARES INC—$6.86M102,1681.1%
ProAssurance Corp—$6.44M260,6081.0%
Brookdale Senior Living Inc.—$6.34M463,6641.0%
PBF Energy Inc.—$6.24M131,0501.0%
OCTAVE SPECIALTY GROUP INC—$6.24M1,341,2111.0%
LSB INDUSTRIES, INC.LXUCommon Stock$5.68M381,0960.9%
ALAMO GROUP INC—$5.66M34,3320.9%
SANDRIDGE ENERGY INC—$5.40M330,8180.9%
WESCO INTERNATIONAL INC—$5.27M19,2430.9%
CATALYST PHARMACEUTICALS, INC.—$5.20M210,1610.8%
COLLEGIUM PHARMACEUTICAL, INC.—$5.13M155,1430.8%
CENTRAL SECURITIES CORPCETClosed-End Fund$5.06M101,8120.8%
INVESTORS TITLE COITICCommon Stock$4.76M21,8940.8%
FIRST INDUSTRIAL REALTY TRUST INC—$4.69M81,0160.8%
ICF International Inc—$4.68M71,7360.8%
OCEANFIRST FINANCIAL CORP—$4.45M246,6620.7%
FLAGSTAR BANK, NATIONAL ASSOCIATION—$4.36M331,2410.7%
Weyerhaeuser Co—$3.97M162,3770.6%
SOUTHSIDE BANCSHARES INC—$3.63M116,8790.6%
KAISER ALUMINUM CORP—$3.60M29,8810.6%
BlueLinx Holdings Inc—$3.49M64,3690.6%
Qualys Inc—$3.44M39,1200.6%
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