Third Avenue Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2025
≡ FNF - Fidelity National Financial Inc. Add 73.04% 86,664 0.86
≡ ALG - Alamo Group Inc. Add 61.47% 9,140 0.28
≡ BCC - Boise Cascade Company Add 57.10% 156,294 2.09
≡ AMH - American Homes 4 Rent Add 45.77% 87,446 0.51
≡ BXC - BlueLinx Holdings Inc. Add 38.79% 17,982 0.20
≡ OSG - Octave Specialty Group Inc. Add 29.62% 178,702 0.25
≡ 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
≡ WY - Weyerhaeuser Co. Add 5.97% 9,662 0.04
≡ PHM - PulteGroup Inc. Add 4.05% 3,918 0.08
≡ 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
≡ DB - Deutsche Bank AG Buy 337,193 2.36
≡ FSV - Firstservice Corp Buy 18,714 0.53
≡ FLG - Flagstar Financial Inc. Buy 217,305 0.50
≡ FG - F&G Annuities & Life Inc. Buy 12,319 0.07
≡ TDW - Tidewater Inc. Reduce 0.18% 1,596 0.01
≡ VAL - Valaris plc Reduce 0.21% 1,229 0.01
≡ FR - First Industrial Realty Trust Inc. Reduce 1.52% 1,614 0.02
≡ BN - Brookfield Corp. Reduce 3.39% 19,254 0.16
≡ KALU - Kaiser Aluminum Corp. Reduce 4.66% 4,172 0.09
≡ CBRE - CBRE Group Reduce 5.07% 7,837 0.23
≡ HCC - Warrior Met Coal Inc. Reduce 9.13% 58,596 0.94
≡ RYN - Rayonier Inc. Reduce 13.63% 29,712 0.12
≡ PRA - ProAssurance Corp. Reduce 19.51% 71,023 0.31
≡ UMBF - UMB Financial Corp. Reduce 19.76% 19,273 0.40
≡ JLL - Jones Lang Lasalle Inc. Reduce 33.45% 17,268 1.06
≡ FRPH - FRP Holdings Inc. Reduce 39.83% 71,101 0.29
≡ SBSI - Southside Bancshares Inc. Reduce 44.19% 92,547 0.51
≡ CMA - Comerica Inc. Sell 100.00% 156,314 2.03
≡ SEB - Seaboard Corp. Sell 100.00% 1,015 0.71
≡ VC - Visteon Corp. Sell 100.00% 10,298 0.23
Q3  2025
≡ 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
≡ BCC - Boise Cascade Company Buy 273,705 3.98
≡ ROG - Rogers Corp. Buy 199,368 3.06
≡ VAL - Valaris plc Reduce 0.05% 319 0.00
≡ TDW - Tidewater Inc. Reduce 0.06% 490 0.01
≡ PLD - Prologis Inc. Reduce 0.09% 128 0.00
≡ UHAL.B - U Haul Holding Co Non Voting Reduce 0.11% 285 0.00
≡ LEN.B - Lennar Corp. CL B Reduce 0.13% 190 0.00
≡ DHI - D.R. Horton Reduce 0.14% 111 0.00
≡ JLL - Jones Lang Lasalle Inc. Reduce 0.14% 71 0.00
≡ PHM - PulteGroup Inc. Reduce 0.17% 165 0.00
≡ FPH - Five Point Holdings LLC Reduce 0.29% 11,994 0.01
≡ SUI - Sun Communities Inc. Reduce 0.44% 424 0.01
≡ UMBF - UMB Financial Corp. Reduce 5.10% 5,245 0.12
≡ PRA - ProAssurance Corp. Reduce 5.36% 20,627 0.09
≡ CBRE - CBRE Group Reduce 6.09% 10,038 0.30
≡ CMA - Comerica Inc. Reduce 8.70% 14,896 0.19
≡ RYN - Rayonier Inc. Reduce 15.53% 40,077 0.20
≡ FRPH - FRP Holdings Inc. Reduce 15.56% 32,910 0.15
≡ FR - First Industrial Realty Trust Inc. Reduce 19.84% 26,321 0.26
≡ WY - Weyerhaeuser Co. Reduce 26.68% 58,929 0.28
≡ MYRG - MYR Group Inc. Reduce 34.88% 19,041 0.72
≡ ITIC - Investors Title Co. Reduce 38.79% 13,869 0.70
≡ DB - Deutsche Bank AG Sell 100.00% 1,021,558 6.22
≡ ORI - Old Republic International Sell 100.00% 98,535 0.78
≡ HBB - Hamilton Beach Brands Hldg Co Sell 100.00% 131,461 0.49
≡ MRP - Millrose Properties Sell 100.00% 50,697 0.30
Q2  2025
≡ OSG - Octave Specialty Group Inc. Add 64.65% 236,930 0.35
≡ BXC - BlueLinx Holdings Inc. Add 55.20% 16,488 0.25
≡ PHM - PulteGroup Inc. Add 51.93% 33,131 0.72
≡ OCFC - OceanFirst Financial Corp. Add 39.09% 45,595 0.17
≡ WCC - WESCO International Inc. Add 35.56% 5,271 0.20
≡ PLD - Prologis Inc. Add 12.67% 16,360 0.35
≡ KALU - Kaiser Aluminum Corp. Add 12.16% 9,707 0.16
≡ TDW - Tidewater Inc. Add 8.14% 65,899 0.63
≡ SUI - Sun Communities Inc. Add 7.16% 6,495 0.17
≡ HCC - Warrior Met Coal Inc. Add 4.64% 28,478 0.27
≡ UHAL.B - U Haul Holding Co Non Voting Add 3.86% 9,645 0.11
≡ VAL - Valaris plc Add 2.82% 16,082 0.14
≡ LEN.B - Lennar Corp. CL B Add 0.18% 263 0.01
≡ CTLP - Cantaloupe Inc. Buy 370,013 0.84
≡ SKY - Skyline Champion Corp. Buy 59,865 0.77
≡ VC - Visteon Corp. Buy 10,298 0.20
≡ UMBF - UMB Financial Corp. Reduce 0.03% 33 0.00
≡ RYN - Rayonier Inc. Reduce 0.14% 370 0.00
≡ CBRE - CBRE Group Reduce 0.24% 399 0.01
≡ JLL - Jones Lang Lasalle Inc. Reduce 0.58% 300 0.02
≡ DHI - D.R. Horton Reduce 0.71% 556 0.01
≡ AMH - American Homes 4 Rent Reduce 0.78% 1,494 0.01
≡ FR - First Industrial Realty Trust Inc. Reduce 1.41% 1,895 0.02
≡ ITIC - Investors Title Co. Reduce 8.14% 3,167 0.14
≡ CET - Central Securities Corp. Reduce 8.45% 9,398 0.09
≡ FRPH - FRP Holdings Inc. Reduce 16.41% 41,512 0.23
≡ SEB - Seaboard Corp. Reduce 23.05% 304 0.18
≡ MYRG - MYR Group Inc. Reduce 25.00% 18,202 0.68
≡ DB - Deutsche Bank AG Reduce 29.43% 426,012 2.59