Third Avenue Management LLC
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 59 |
| Portfolio value: | $517M |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| DB · Deutsche Bank A G | 7.29 | New | 2,186,504 | $17.23 | $37,674,994 | $32.07 | +86.12% | $27.13 | $40.43 |
| TDW · Tidewater Inc. New | 6.23 | New | 588,179 | $54.71 | $32,179,273 | $81.16 | +48.35% | $38.24 | $93.13 |
| HCC · Warrior Met Coal Inc. | 6.17 | New | 587,445 | $54.24 | $31,863,017 | $85.87 | +58.31% | $40.80 | $105.34 |
| CBRE · Cbre Group Inc. | 4.42 | New | 174,018 | $131.29 | $22,846,823 | $146.33 | +11.46% | $118.81 | $174.27 |
| BN · Brookfield Corp. | 4.35 | New | 391,478 | $57.45 | $22,490,411 | $47.08 | -18.05% | $37.54 | $49.57 |
| LEN · Lennar Corp. | 4.14 | New | 161,781 | $132.15 | $21,379,359 | $88.38 | -33.12% | $83.03 | $144.24 |
| VAL · Valaris Ltd. | 3.65 | New | 426,608 | $44.24 | $18,873,138 | $95.02 | +114.78% | $35.20 | $105.34 |
| 200340107 · Comerica Inc. | 3.62 | New | 302,881 | $61.85 | $18,733,190 | — | — | — | — |
| ORI · Old Rep Intl Corp. | 3.26 | New | 465,478 | $36.19 | $16,845,649 | $39.26 | +8.48% | $35.60 | $46.76 |
| UHAL · U Haul Holding Company | 3.10 | New | 249,865 | $64.05 | $16,003,853 | $52.82 | -17.53% | $41.95 | $67.64 |
| FPH · Five Point Holdings LLC | 3.02 | New | 4,125,911 | $3.78 | $15,595,944 | $4.95 | +30.95% | $4.72 | $6.64 |
| PLD · Prologis Inc. | 2.64 | New | 128,943 | $105.70 | $13,629,275 | $144.09 | +36.32% | $103.02 | $145.44 |
| 866674104 · Sun Cmntys Inc. | 2.57 | New | 108,137 | $122.97 | $13,297,607 | — | — | — | — |
| JLL · Jones Lang Lasalle Inc. | 2.55 | New | 51,990 | $253.14 | $13,160,749 | $329.87 | +30.31% | $211.86 | $363.06 |
| AMH · American Homes 4 Rent | 2.33 | New | 321,221 | $37.42 | $12,020,090 | $32.03 | -14.40% | $27.22 | $39.01 |
| UMBF · Umb Finl Corp. | 2.24 | New | 102,796 | $112.86 | $11,601,557 | $131.36 | +16.39% | $98.16 | $136.11 |
| DHI · D R Horton Inc. | 2.13 | New | 78,745 | $139.82 | $11,010,126 | $147.63 | +5.59% | $114.17 | $184.55 |
| MYRG · Myr Group Inc. Del | 2.10 | New | 72,797 | $148.77 | $10,830,010 | $437.86 | +194.32% | $154.55 | $475.40 |
| ITIC · Investors Title Co. Nc | 1.79 | New | 39,139 | $236.76 | $9,266,550 | $238.30 | +0.65% | $190.20 | $288.98 |
| PRA · Proassurance Corp. | 1.74 | New | 563,988 | $15.91 | $8,973,049 | $24.70 | +55.25% | $22.72 | $24.85 |
| RYN · Rayonier Inc. | 1.59 | New | 315,800 | $26.10 | $8,242,380 | $20.42 | -21.76% | $19.49 | $27.34 |
| 292554102 · Encore Cap Group Inc. | 1.58 | New | 171,022 | $47.77 | $8,169,721 | — | — | — | — |
| FR · First Indl Rlty Tr Inc. | 1.52 | New | 157,130 | $50.13 | $7,876,927 | $62.75 | +25.17% | $47.36 | $64.66 |
| FRPH · Frp Hldgs Inc. | 1.50 | New | 252,952 | $30.63 | $7,747,920 | $21.14 | -30.98% | $20.53 | $28.35 |
| PB · Prosperity Bancshares Inc. | 1.49 | New | 102,168 | $75.35 | $7,698,359 | $69.26 | -8.08% | $61.07 | $77.20 |
| BAM · Brookfield Asset Managmt Ltd. | 1.39 | New | 132,103 | $54.19 | $7,158,662 | $49.76 | -8.17% | $42.20 | $64.10 |
| SUPN · Supernus Pharmaceuticals Inc. | 1.33 | New | 189,493 | $36.16 | $6,852,067 | $51.53 | +42.51% | $30.83 | $59.68 |
| BATRA · Atlanta Braves Hldgs Inc. | 1.30 | New | 164,438 | $40.80 | $6,709,070 | $54.87 | +34.49% | $41.50 | $56.06 |
| FNF · Fidelity National Financial | 1.29 | New | 118,656 | $56.14 | $6,661,348 | $50.58 | -9.90% | $42.78 | $59.21 |
| SBSI · Southside Bancshares Inc. | 1.29 | New | 209,426 | $31.76 | $6,651,370 | $33.37 | +5.07% | $26.32 | $34.53 |
| 962166104 · Weyerhaeuser Co. Mtn Be | 1.20 | New | 220,849 | $28.15 | $6,216,899 | — | — | — | — |
| LXU · Lsb Inds Inc. | 1.16 | New | 789,447 | $7.59 | $5,991,903 | $13.91 | +83.27% | $6.80 | $17.22 |
| ALG · Alamo Group Inc. | 1.15 | New | 31,880 | $185.91 | $5,926,811 | $163.76 | -11.91% | $156.30 | $233.29 |
| COLL · Collegium Pharmaceutical Inc. | 1.13 | New | 203,401 | $28.65 | $5,827,439 | $37.80 | +31.94% | $28.34 | $50.79 |
| SEB · Seaboard Corp. Del | 1.10 | New | 2,334 | $2429.66 | $5,670,826 | $4540.14 | +86.86% | $2437.00 | $5989.37 |
| TPH · Tri Pointe Homes Inc. | 1.09 | New | 155,830 | $36.26 | $5,650,396 | $46.95 | +29.48% | $28.72 | $46.99 |
| KALU · Kaiser Aluminum Corp. | 1.08 | New | 79,623 | $70.27 | $5,595,108 | $180.33 | +156.62% | $68.22 | $183.00 |
| ICFI · Icf Intl Inc. | 1.02 | New | 44,188 | $119.21 | $5,267,651 | $69.61 | -41.61% | $64.34 | $101.71 |
| CET · Central Securities Corporation | 0.98 | New | 111,210 | $45.69 | $5,081,185 | $53.16 | +16.35% | $45.74 | $54.28 |
| HBB · Hamilton Beach Brands Hldg C | 0.97 | New | 297,490 | $16.83 | $5,006,757 | — | — | — | — |
| 904708104 · Unifirst Corp. Mass | 0.77 | New | 23,356 | $171.09 | $3,995,978 | — | — | — | — |
| SD · Sandridge Energy Inc. | 0.75 | New | 330,698 | $11.71 | $3,872,474 | $14.42 | +23.14% | $9.52 | $18.45 |
| PBF · Pbf Energy Inc. | 0.67 | New | 131,050 | $26.55 | $3,479,378 | $40.71 | +53.33% | $17.53 | $52.18 |
| OSG · Octave Specialty Group Inc. | 0.56 | New | 230,416 | $12.65 | $2,914,762 | $5.37 | -57.55% | $3.88 | $10.38 |
| WCC · Wesco Intl Inc. | 0.52 | New | 14,739 | $180.96 | $2,667,169 | $355.31 | +96.35% | $161.70 | $368.90 |
| 76131N101 · Retail Opportunity Invts Cor | 0.30 | New | 90,000 | $17.36 | $1,562,400 | — | — | — | — |
| ELME · Elme Communities | 0.27 | New | 93,000 | $15.27 | $1,420,110 | — | — | — | — |
| CTO · Cto Rlty Growth Inc. New | 0.24 | New | 63,000 | $19.71 | $1,241,730 | $20.29 | +2.94% | $15.07 | $20.67 |
| 46124J201 · Inventrust Pptys Corp. | 0.22 | New | 38,000 | $30.13 | $1,144,940 | — | — | — | — |
| WSR · Whitestone Reit | 0.22 | New | 80,000 | $14.17 | $1,133,600 | $18.98 | +33.94% | $11.43 | $19.01 |
| OCFC · Oceanfirst Finl Corp. | 0.21 | New | 60,859 | $18.10 | $1,101,548 | $18.80 | +3.87% | $16.09 | $20.61 |
| BATRA · Atlanta Braves Hldgs Inc. | 0.19 | New | 26,104 | $38.26 | $998,739 | $54.87 | +43.41% | $41.50 | $56.06 |
| 737630103 · Potlatchdeltic Corporation | 0.15 | New | 20,000 | $39.25 | $785,000 | — | — | — | — |
| RMR · Rmr Group Inc. | 0.15 | New | 37,000 | $20.64 | $763,680 | — | — | — | — |
| VTMX · Vesta Real Estate Corp. | 0.12 | New | 25,000 | $25.60 | $640,000 | — | — | — | — |
| STC · Stewart Information Svcs Cor | 0.07 | New | 5,194 | $67.49 | $350,543 | $69.73 | +3.32% | $56.39 | $78.61 |
| GRBK · Green Brick Partners Inc. | 0.05 | New | 5,000 | $56.49 | $282,450 | $66.09 | +16.99% | $56.85 | $80.97 |
| UHAL · U Haul Holding Company | 0.02 | New | 1,456 | $69.09 | $100,595 | $52.82 | -23.55% | $41.95 | $67.64 |
| 294628102 · Equity Comwlth | 0.02 | New | 55,000 | $1.77 | $97,350 | — | — | — | — |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
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