Third Avenue Management LLC
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 61 |
| Portfolio value: | $499M |
Viewing historical Q1 2025 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 |
|---|---|---|---|---|---|---|---|---|---|
| TDW · Tidewater Inc. New | 6.86 | Add 37.59% | 809,258 | $42.27 | $34,207,336 | $81.16 | +92.00% | $38.24 | $93.13 |
| DB · Deutsche Bank A G | 6.84 | Reduce 33.80% | 1,447,570 | $23.57 | $34,119,225 | $32.07 | +36.06% | $27.13 | $40.43 |
| HCC · Warrior Met Coal Inc. | 5.87 | Add 4.39% | 613,206 | $47.72 | $29,262,190 | $85.87 | +79.95% | $40.80 | $105.34 |
| VAL · Valaris Ltd. | 4.49 | Add 33.57% | 569,839 | $39.26 | $22,371,879 | $95.02 | +142.03% | $35.20 | $105.34 |
| FPH · Five Point Holdings LLC | 4.42 | 4,125,911 | $5.34 | $22,032,365 | $4.95 | -7.30% | $4.72 | $6.64 | |
| CBRE · Cbre Group Inc. | 4.33 | Reduce 5.12% | 165,109 | $130.78 | $21,592,955 | $146.33 | +11.89% | $118.81 | $174.27 |
| BN · Brookfield Corp. | 3.98 | Reduce 3.38% | 378,249 | $52.41 | $19,824,030 | $47.08 | -10.17% | $37.54 | $49.57 |
| 200340107 · Comerica Inc. | 3.59 | Add 0.01% | 302,904 | $59.06 | $17,889,510 | — | — | — | — |
| LEN · Lennar Corp. | 3.23 | Reduce 8.66% | 147,770 | $109.07 | $16,117,274 | $88.38 | -18.97% | $83.03 | $144.24 |
| UHAL · U Haul Holding Company | 2.97 | 249,865 | $59.18 | $14,787,011 | $52.82 | -10.75% | $41.95 | $67.64 | |
| PLD · Prologis Inc. | 2.90 | Add 0.17% | 129,162 | $111.79 | $14,439,020 | $144.09 | +28.89% | $103.02 | $145.44 |
| ORI · Old Rep Intl Corp. | 2.65 | Reduce 27.73% | 336,388 | $39.22 | $13,193,137 | $39.26 | +0.10% | $35.60 | $46.76 |
| PRA · Proassurance Corp. | 2.64 | 563,988 | $23.35 | $13,169,120 | $24.70 | +5.78% | $22.72 | $24.85 | |
| JLL · Jones Lang Lasalle Inc. | 2.58 | 51,990 | $247.91 | $12,888,841 | $329.87 | +33.06% | $211.86 | $363.06 | |
| 866674104 · Sun Cmntys Inc. | 2.34 | Reduce 16.11% | 90,715 | $128.64 | $11,669,578 | — | — | — | — |
| UMBF · Umb Finl Corp. | 2.08 | 102,796 | $101.10 | $10,392,676 | $131.36 | +29.93% | $98.16 | $136.11 | |
| DHI · D R Horton Inc. | 2.01 | 78,745 | $127.13 | $10,010,852 | $147.63 | +16.13% | $114.17 | $184.55 | |
| ITIC · Investors Title Co. Nc | 1.88 | Reduce 0.56% | 38,919 | $241.08 | $9,382,593 | $238.30 | -1.15% | $190.20 | $288.98 |
| MYRG · Myr Group Inc. Del | 1.65 | 72,797 | $113.09 | $8,232,613 | $437.86 | +287.18% | $154.55 | $475.40 | |
| FNF · Fidelity National Financial | 1.55 | 118,656 | $65.08 | $7,722,132 | $50.58 | -22.28% | $42.78 | $59.21 | |
| PB · Prosperity Bancshares Inc. | 1.46 | 102,168 | $71.37 | $7,291,730 | $69.26 | -2.96% | $61.07 | $77.20 | |
| AMH · American Homes 4 Rent | 1.46 | Reduce 40.05% | 192,560 | $37.81 | $7,280,694 | $32.03 | -15.29% | $27.22 | $39.01 |
| FR · First Indl Rlty Tr Inc. | 1.46 | Reduce 14.37% | 134,558 | $53.96 | $7,260,750 | $62.75 | +16.29% | $47.36 | $64.66 |
| FRPH · Frp Hldgs Inc. | 1.45 | 252,952 | $28.57 | $7,226,839 | $21.14 | -26.01% | $20.53 | $28.35 | |
| BATRA · Atlanta Braves Hldgs Inc. | 1.45 | 164,438 | $43.87 | $7,213,895 | $54.87 | +25.07% | $41.50 | $56.06 | |
| RYN · Rayonier Inc. | 1.45 | Reduce 18.14% | 258,499 | $27.88 | $7,206,952 | $20.42 | -26.76% | $19.49 | $27.34 |
| 745867101 · Pulte Group Inc. | 1.32 | New | 63,800 | $102.80 | $6,558,640 | — | — | — | — |
| 962166104 · Weyerhaeuser Co. Mtn Be | 1.30 | 220,849 | $29.28 | $6,466,459 | — | — | — | — | |
| BAM · Brookfield Asset Managmt Ltd. | 1.28 | 132,103 | $48.45 | $6,400,390 | $49.76 | +2.70% | $42.20 | $64.10 | |
| SUPN · Supernus Pharmaceuticals Inc. | 1.24 | 189,493 | $32.75 | $6,205,896 | $51.53 | +57.34% | $30.83 | $59.68 | |
| COLL · Collegium Pharmaceutical Inc. | 1.22 | 203,401 | $29.85 | $6,071,520 | $37.80 | +26.63% | $28.34 | $50.79 | |
| SBSI · Southside Bancshares Inc. | 1.22 | 209,426 | $28.96 | $6,064,977 | $33.37 | +15.23% | $26.32 | $34.53 | |
| 292554102 · Encore Cap Group Inc. | 1.18 | 171,022 | $34.28 | $5,862,634 | — | — | — | — | |
| LXU · Lsb Inds Inc. | 1.04 | 789,447 | $6.59 | $5,202,456 | $13.91 | +111.08% | $6.80 | $17.22 | |
| CET · Central Securities Corporation | 1.00 | 111,210 | $44.96 | $5,000,002 | $53.16 | +18.24% | $45.74 | $54.28 | |
| TPH · Tri Pointe Homes Inc. | 1.00 | 155,830 | $31.92 | $4,974,094 | $46.95 | +47.09% | $28.72 | $46.99 | |
| HBB · Hamilton Beach Brands Hldg C | 0.97 | Reduce 15.97% | 249,969 | $19.43 | $4,856,898 | — | — | — | — |
| KALU · Kaiser Aluminum Corp. | 0.97 | Add 0.26% | 79,828 | $60.62 | $4,839,173 | $180.33 | +197.48% | $68.22 | $183.00 |
| ALG · Alamo Group Inc. | 0.91 | Reduce 19.87% | 25,546 | $178.21 | $4,552,553 | $163.76 | -8.11% | $156.30 | $233.29 |
| 904708104 · Unifirst Corp. Mass | 0.81 | 23,356 | $174.00 | $4,063,944 | — | — | — | — | |
| ICFI · Icf Intl Inc. | 0.80 | Add 6.42% | 47,024 | $84.97 | $3,995,629 | $69.61 | -18.08% | $64.34 | $101.71 |
| SD · Sandridge Energy Inc. | 0.76 | 330,698 | $11.42 | $3,776,571 | $14.42 | +26.27% | $9.52 | $18.45 | |
| SEB · Seaboard Corp. Del | 0.71 | Reduce 43.49% | 1,319 | $2697.12 | $3,557,501 | $4540.14 | +68.33% | $2437.00 | $5989.37 |
| OSG · Octave Specialty Group Inc. | 0.64 | Add 59.04% | 366,461 | $8.75 | $3,206,534 | $5.37 | -38.63% | $3.88 | $10.38 |
| PBF · Pbf Energy Inc. | 0.50 | 131,050 | $19.09 | $2,501,745 | $40.71 | +113.25% | $17.53 | $52.18 | |
| WCC · Wesco Intl Inc. | 0.46 | Add 0.56% | 14,822 | $155.30 | $2,301,857 | $355.31 | +128.79% | $161.70 | $368.90 |
| BXC · Bluelinx Hldgs Inc. | 0.45 | New | 29,869 | $74.98 | $2,239,578 | $52.39 | -30.13% | $44.78 | $88.30 |
| 601137102 · Millrose Pptys Inc. | 0.43 | New | 80,890 | $26.51 | $2,144,394 | — | — | — | — |
| OCFC · Oceanfirst Finl Corp. | 0.40 | Add 91.66% | 116,643 | $17.01 | $1,984,097 | $18.80 | +10.52% | $16.09 | $20.61 |
| ELME · Elme Communities | 0.32 | 93,000 | $17.40 | $1,618,200 | — | — | — | — | |
| CTO · Cto Rlty Growth Inc. New | 0.24 | 63,000 | $19.31 | $1,216,530 | $20.29 | +5.08% | $15.07 | $20.67 | |
| WSR · Whitestone Reit | 0.23 | 80,000 | $14.57 | $1,165,600 | $18.98 | +30.27% | $11.43 | $19.01 | |
| 46124J201 · Inventrust Pptys Corp. | 0.22 | 38,000 | $29.37 | $1,116,060 | — | — | — | — | |
| BATRA · Atlanta Braves Hldgs Inc. | 0.21 | 26,104 | $40.01 | $1,044,421 | $54.87 | +37.14% | $41.50 | $56.06 | |
| 737630103 · Potlatchdeltic Corporation | 0.18 | 20,000 | $45.12 | $902,400 | — | — | — | — | |
| RMR · Rmr Group Inc. | 0.12 | 37,000 | $16.65 | $616,050 | — | — | — | — | |
| VTMX · Vesta Real Estate Corp. | 0.11 | 25,000 | $22.81 | $570,250 | — | — | — | — | |
| STC · Stewart Information Svcs Cor | 0.07 | 5,194 | $71.35 | $370,592 | $69.73 | -2.27% | $56.39 | $78.61 | |
| GRBK · Green Brick Partners Inc. | 0.06 | 5,000 | $58.31 | $291,550 | $66.09 | +13.34% | $56.85 | $80.97 | |
| UHAL · U Haul Holding Company | 0.02 | 1,456 | $65.36 | $95,164 | $52.82 | -19.19% | $41.95 | $67.64 | |
| 294628102 · Equity Comwlth | 0.02 | 55,000 | $1.61 | $88,550 | — | — | — | — |
* 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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