Third Avenue Management

History Stock Activity Share change % change to portfolio ▼
Q4  2025
≡ DB - Deutsche Bank AG Buy 337,193 2.36
≡ BCC - Boise Cascade Company Add 57.10% 156,294 2.09
≡ FNF - Fidelity National Financial Inc. Add 73.04% 86,664 0.86
≡ FSV - Firstservice Corp Buy 18,714 0.53
≡ AMH - American Homes 4 Rent Add 45.77% 87,446 0.51
≡ FLG - Flagstar Financial Inc. Buy 217,305 0.50
≡ ALG - Alamo Group Inc. Add 61.47% 9,140 0.28
≡ OSG - Octave Specialty Group Inc. Add 29.62% 178,702 0.25
≡ BXC - BlueLinx Holdings Inc. Add 38.79% 17,982 0.20
≡ OCFC - OceanFirst Financial Corp. Add 18.77% 30,476 0.10
≡ ICFI - ICF International Inc. Add 12.42% 5,840 0.09
≡ UNF - UniFirst Corp. Add 9.66% 2,505 0.09
≡ PHM - PulteGroup Inc. Add 4.05% 3,918 0.08
≡ FG - F&G Annuities & Life Inc. Buy 12,319 0.07
≡ WY - Weyerhaeuser Co. Add 5.97% 9,662 0.04
≡ WCC - WESCO International Inc. Add 1.01% 202 0.01
≡ DHI - D.R. Horton Add 0.15% 116 0.00
≡ SUI - Sun Communities Inc. Add 0.14% 136 0.00
≡ LEN.B - Lennar Corp. CL B Add 0.11% 165 0.00
≡ ITIC - Investors Title Co. Add 0.05% 11 0.00
≡ ROG - Rogers Corp. Add 0.05% 106 0.00
≡ PLD - Prologis Inc. Add 0.04% 57 0.00
≡ SD - SandRidge Energy Inc. Add 0.04% 120 0.00
≡ UHAL.B - U Haul Holding Co Non Voting Add 0.01% 21 0.00
Q3  2025
≡ BCC - Boise Cascade Company Buy 273,705 3.98
≡ ROG - Rogers Corp. Buy 199,368 3.06
≡ SKY - Skyline Champion Corp. Add 77.75% 46,544 0.68
≡ UNF - UniFirst Corp. Add 11.02% 2,573 0.08
≡ OCFC - OceanFirst Financial Corp. Add 0.06% 93 0.00
≡ HCC - Warrior Met Coal Inc. Add 0.04% 232 0.00
≡ TPH - TRI Pointe Group Add 0.02% 25 0.00
Q2  2025
≡ CTLP - Cantaloupe Inc. Buy 370,013 0.84
≡ SKY - Skyline Champion Corp. Buy 59,865 0.77
≡ PHM - PulteGroup Inc. Add 51.93% 33,131 0.72
≡ TDW - Tidewater Inc. Add 8.14% 65,899 0.63
≡ OSG - Octave Specialty Group Inc. Add 64.65% 236,930 0.35
≡ PLD - Prologis Inc. Add 12.67% 16,360 0.35
≡ HCC - Warrior Met Coal Inc. Add 4.64% 28,478 0.27
≡ BXC - BlueLinx Holdings Inc. Add 55.20% 16,488 0.25
≡ WCC - WESCO International Inc. Add 35.56% 5,271 0.20
≡ VC - Visteon Corp. Buy 10,298 0.20
≡ OCFC - OceanFirst Financial Corp. Add 39.09% 45,595 0.17
≡ SUI - Sun Communities Inc. Add 7.16% 6,495 0.17
≡ KALU - Kaiser Aluminum Corp. Add 12.16% 9,707 0.16
≡ VAL - Valaris plc Add 2.82% 16,082 0.14
≡ UHAL.B - U Haul Holding Co Non Voting Add 3.86% 9,645 0.11
≡ LEN.B - Lennar Corp. CL B Add 0.18% 263 0.01
Q1  2025
≡ TDW - Tidewater Inc. Add 37.59% 221,079 1.87
≡ PHM - PulteGroup Inc. Buy 63,800 1.32
≡ VAL - Valaris plc Add 33.57% 143,231 1.13
≡ BXC - BlueLinx Holdings Inc. Buy 29,869 0.45
≡ MRP - Millrose Properties Buy 80,890 0.43
≡ HCC - Warrior Met Coal Inc. Add 4.39% 25,761 0.25
≡ OSG - Octave Specialty Group Inc. Add 59.04% 136,045 0.24
≡ OCFC - OceanFirst Financial Corp. Add 91.66% 55,784 0.19
≡ ICFI - ICF International Inc. Add 6.42% 2,836 0.05
≡ WCC - WESCO International Inc. Add 0.56% 83 0.00
≡ KALU - Kaiser Aluminum Corp. Add 0.26% 205 0.00
≡ PLD - Prologis Inc. Add 0.17% 219 0.00
≡ CMA - Comerica Inc. Add 0.01% 23 0.00
Q4  2024
≡ TDW - Tidewater Inc. Add 22.16% 106,705 1.13
≡ FPH - Five Point Holdings LLC Add 24.61% 814,981 0.60
≡ OSG - Octave Specialty Group Inc. Buy 230,416 0.56
≡ PBF - PBF Energy Inc. Add 52.46% 45,092 0.23
≡ OCFC - OceanFirst Financial Corp. Buy 60,859 0.21
≡ COLL - Collegium Pharmaceutical Inc. Add 11.36% 20,750 0.12
≡ SD - SandRidge Energy Inc. Add 17.87% 50,144 0.11
≡ VTMX - Corp Inmobiliaria Vesta ADR Add 150.00% 15,000 0.07
≡ SUI - Sun Communities Inc. Add 0.32% 342 0.01
Q3  2024
≡ SD - SandRidge Energy Inc. Buy 280,554 0.56
≡ PBF - PBF Energy Inc. Buy 85,958 0.43
≡ HCC - Warrior Met Coal Inc. Add 4.06% 31,012 0.32
≡ WCC - WESCO International Inc. Add 211.21% 10,003 0.27
≡ VAL - Valaris plc Add 2.90% 12,189 0.11
≡ MYRG - MYR Group Inc. Add 7.44% 5,040 0.08
≡ DB - Deutsche Bank AG Add 0.29% 7,232 0.02
≡ COLL - Collegium Pharmaceutical Inc. Add 0.20% 370 0.00
≡ ECPG - Encore Capital Group Inc. Add 0.20% 344 0.00
≡ LXU - LSB Industries Inc. Add 0.20% 1,538 0.00
≡ PB - Prosperity Bancshares Inc. Add 0.20% 203 0.00
≡ SUPN - Supernus Pharmaceuticals Add 0.20% 375 0.00
≡ AMH - American Homes 4 Rent Add 0.19% 600 0.00
≡ CBRE - CBRE Group Add 0.11% 210 0.00
≡ PLD - Prologis Inc. Add 0.04% 54 0.00
≡ RYN - Rayonier Inc. Add 0.01% 47 0.00
≡ UHAL.B - U Haul Holding Co Non Voting Add 0.01% 19 0.00
Q2  2024
≡ SUI - Sun Communities Inc. Add 23.65% 20,617 0.43
≡ COLL - Collegium Pharmaceutical Inc. Add 68.59% 74,161 0.41
≡ PLD - Prologis Inc. Add 10.31% 12,043 0.23
≡ SUPN - Supernus Pharmaceuticals Add 18.41% 29,401 0.14
≡ WCC - WESCO International Inc. Buy 4,736 0.13
≡ UNF - UniFirst Corp. Add 17.74% 3,519 0.10
≡ VTMX - Corp Inmobiliaria Vesta ADR Buy 10,000 0.05
≡ FR - First Industrial Realty Trust Inc. Add 1.20% 1,867 0.02
≡ FNF - Fidelity National Financial Inc. Add 0.60% 703 0.01
≡ CBRE - CBRE Group Add 0.33% 601 0.01
≡ BATRK - Atlanta Braves Holdings Inc. Series C Add 0.52% 135 0.00
≡ BAM - Brookfield Asset Management Add 0.33% 433 0.00
≡ FPH - Five Point Holdings LLC Add 0.22% 7,267 0.00
≡ ITIC - Investors Title Co. Add 0.08% 33 0.00