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Third Avenue Management

Third Avenue Management · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

RHIRobert Half Inc.

5.9% of portfolio · +34%

Increased
HCCWarrior Met Coal, Inc.

3.7% of portfolio · -22%

Decreased
BROXFBrookfield Corporation Cum Red Pref Registered Shs -A- Series -37- Non Vtg

2.7% of portfolio · -18%

Decreased
PLDPrologis, Inc.

2.3% of portfolio · -17%

Decreased
ROGRogers Corporation

1.6% of portfolio · -59%

Decreased
FSVFirstService Corporation

1.4% of portfolio · +23%

Increased
TPHTri Pointe Homes, Inc.

1.2% of portfolio

Sold out
ICFIICF International, Inc.

1.2% of portfolio · +38%

Increased
ALGAlamo Group Inc.

1.1% of portfolio · +23%

Increased
COLLCollegium Pharmaceutical, Inc.

1.1% of portfolio · +18%

Increased
PRAProAssurance Corporation

1.0% of portfolio

Sold out
MYRGMYR Group Inc.

1.0% of portfolio · -55%

Decreased
BATRAAtlanta Braves Holdings, Inc.

1.0% of portfolio · -32%

Decreased
TMHCTaylor Morrison Home Corporation

1.0% of portfolio

New position
WCCWESCO International, Inc.

0.9% of portfolio · -12%

Decreased
UNFUniFirst Corporation

0.9% of portfolio · -27%

Decreased
MMSMaximus, Inc.

0.6% of portfolio

New position
HKHGFHongkong Land Holdings Limited

0.6% of portfolio

New position
CRACRA International, Inc.

0.5% of portfolio

New position

Full portfolio

TDWTidewater Inc.

934,121 shares · $62,240,482

10.0%
BCCBoise Cascade Company

602,086 shares · $46,739,936

7.5%
VALValaris Limited

516,313 shares · $37,484,324

6.0%
RHIRobert Half Inc.

1,208,336 shares · $37,095,915

5.9%
HOGHarley-Davidson, Inc.

1,480,880 shares · $36,222,325

5.8%
HCCWarrior Met Coal, Inc.

285,398 shares · $23,162,902

3.7%
FPHFive Point Holdings, LLC

3,696,155 shares · $19,478,737

3.1%
CBRECBRE Group, Inc.

135,896 shares · $18,303,832

2.9%
BROXFBrookfield Corporation Cum Red Pref Registered Shs -A- Series -37- Non Vtg

394,929 shares · $16,820,026

2.7%
UHALBU-Haul Holding Company

283,872 shares · $16,379,414

2.6%
PLDPrologis, Inc.

104,823 shares · $14,200,372

2.3%
LEN-BLennar Corporation

149,658 shares · $13,276,161

2.1%
PHMPulteGroup, Inc.

95,111 shares · $13,050,180

2.1%
ECPGEncore Capital Group, Inc.

129,717 shares · $12,101,299

1.9%
DHID.R. Horton, Inc.

69,205 shares · $11,272,110

1.8%
UMBFUMB Financial Corporation

78,245 shares · $11,170,256

1.8%
SUISun Communities, Inc.

91,454 shares · $10,966,249

1.8%
ROGRogers Corporation

61,584 shares · $10,083,148

1.6%
JLLJones Lang LaSalle Incorporated

32,053 shares · $9,934,827

1.6%
FNFFidelity National Financial, Inc.

193,119 shares · $9,107,492

1.5%
SKYChampion Homes, Inc.

100,576 shares · $8,862,757

1.4%
FSVFirstService Corporation

61,951 shares · $8,803,857

1.4%
AMHAmerican Homes 4 Rent

262,058 shares · $8,784,184

1.4%
AMBCAmbac Financial Group, Inc.

1,341,879 shares · $8,373,325

1.3%
BKDBrookdale Senior Living Inc.

494,826 shares · $7,961,750

1.3%
PBProsperity Bancshares, Inc.

102,168 shares · $7,461,329

1.2%
ICFIICF International, Inc.

98,893 shares · $7,205,344

1.2%
SUPNSupernus Pharmaceuticals, Inc.

152,724 shares · $7,103,193

1.1%
ALGAlamo Group Inc.

42,265 shares · $6,952,170

1.1%
COLLCollegium Pharmaceutical, Inc.

182,645 shares · $6,611,749

1.1%
CPRXCatalyst Pharmaceuticals, Inc.

210,161 shares · $6,605,360

1.1%
MYRGMYR Group Inc.

13,066 shares · $6,538,226

1.0%
BATRAAtlanta Braves Holdings, Inc.

111,880 shares · $6,299,963

1.0%
TMHCTaylor Morrison Home Corporation

85,941 shares · $6,165,407

1.0%
ITICInvestors Title Company

21,894 shares · $5,991,950

1.0%
PBFPBF Energy Inc.

131,050 shares · $5,965,396

1.0%
WCCWESCO International, Inc.

16,963 shares · $5,859,529

0.9%
KALUKaiser Aluminum Corporation

29,848 shares · $5,839,164

0.9%
UNFUniFirst Corporation

20,802 shares · $5,501,297

0.9%
QLYSQualys, Inc.

39,120 shares · $5,378,609

0.9%
CETCentral Securities Corp.

101,812 shares · $5,340,039

0.9%
FLGFlagstar Financial, Inc.

331,241 shares · $4,948,741

0.8%
SDSandRidge Energy, Inc.

352,558 shares · $4,830,045

0.8%
OCFCOceanFirst Financial Corp.

246,662 shares · $4,817,309

0.8%
FRFirst Industrial Realty Trust, Inc.

77,498 shares · $4,751,402

0.8%
LXULSB Industries, Inc.

381,096 shares · $4,119,648

0.7%
SBSISouthside Bancshares, Inc.

116,879 shares · $4,112,972

0.7%
BXCBlueLinx Holdings Inc.

64,369 shares · $3,983,154

0.6%
MMSMaximus, Inc.

74,085 shares · $3,982,810

0.6%
HKHGFHongkong Land Holdings Limited

550,300 shares · $3,918,136

0.6%
WYWeyerhaeuser Company

162,097 shares · $3,880,602

0.6%
CRACRA International, Inc.

20,819 shares · $2,962,544

0.5%
FRPHFRP Holdings, Inc.

107,160 shares · $2,677,928

0.4%
COMPCompass, Inc.

187,469 shares · $2,311,493

0.4%
BATRKAtlanta Braves Holdings, Inc.

26,027 shares · $1,350,801

0.2%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →