Third Avenue Management

History Stock Activity Share change % change to portfolio
Q4  2025
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
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
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
PRA - ProAssurance Corp. Reduce 31.80% 179,348 0.84
MRP - Millrose Properties Reduce 37.33% 30,193 0.18
ALG - Alamo Group Inc. Reduce 41.80% 10,677 0.48
CMA - Comerica Inc. Reduce 43.48% 131,694 1.62
HBB - Hamilton Beach Brands Hldg Co Reduce 47.41% 118,508 0.44
ORI - Old Republic International Reduce 70.71% 237,853 1.88
BAM - Brookfield Asset Management Sell 100.00% 132,103 1.28
ELME - ELME Communities Sell 100.00% 93,000 0.32
CTO - CTO Realty Growth Inc. Sell 100.00% 63,000 0.24
WSR - Whitestone REIT Sell 100.00% 80,000 0.23
IVT - Inventrust Properties Corp Sell 100.00% 38,000 0.22
PCH-OLD - PotlatchDeltic Corp. Sell 100.00% 20,000 0.18
RMR - RMR Group Inc. Sell 100.00% 37,000 0.12
VTMX - Corp Inmobiliaria Vesta ADR Sell 100.00% 25,000 0.11
STC - Stewart Information Services Sell 100.00% 5,194 0.07
GRBK - Green Brick Partners Sell 100.00% 5,000 0.06
EQC-OLD - Equity Commonwealth Sell 100.00% 55,000 0.02
UHAL - U-Haul Holding Co. Sell 100.00% 1,456 0.02
Q1  2025
ITIC - Investors Title Co. Reduce 0.56% 220 0.01
BN - Brookfield Corp. Reduce 3.38% 19,844 0.14
CBRE - CBRE Group Reduce 5.12% 8,909 0.23
LEN.B - Lennar Corp. CL B Reduce 8.66% 14,011 0.31
FR - First Industrial Realty Trust Inc. Reduce 14.37% 22,572 0.24
HBB - Hamilton Beach Brands Hldg Co Reduce 15.97% 47,521 0.18
SUI - Sun Communities Inc. Reduce 16.11% 17,422 0.45
RYN - Rayonier Inc. Reduce 18.14% 57,301 0.32
ALG - Alamo Group Inc. Reduce 19.87% 6,334 0.23
ORI - Old Republic International Reduce 27.73% 129,090 1.02
DB - Deutsche Bank AG Reduce 33.80% 738,934 3.49
AMH - American Homes 4 Rent Reduce 40.05% 128,661 0.98
SEB - Seaboard Corp. Reduce 43.49% 1,015 0.55
ROIC-OLD - Retail Opportunity Investments Corp. Sell 100.00% 90,000 0.30
Q4  2024
VAL - Valaris plc Reduce 1.33% 5,739 0.05
CBRE - CBRE Group Reduce 4.91% 8,993 0.23
HBB - Hamilton Beach Brands Hldg Co Reduce 6.05% 19,144 0.06
UMBF - UMB Financial Corp. Reduce 7.30% 8,100 0.18
ORI - Old Republic International Reduce 8.74% 44,576 0.31
DB - Deutsche Bank AG Reduce 12.15% 302,426 1.01
UHAL.B - U Haul Holding Co Non Voting Reduce 12.18% 34,663 0.43
BN - Brookfield Corp. Reduce 13.92% 94,974 0.70
HCC - Warrior Met Coal Inc. Reduce 26.15% 207,969 2.18
WY - Weyerhaeuser Co. Reduce 28.30% 87,158 0.47
CMA - Comerica Inc. Reduce 36.35% 173,002 2.07
IVT - Inventrust Properties Corp Reduce 79.25% 145,176 0.84
LAZ - Lazard Inc. Sell 100.00% 362,515 2.99
TPHS - Trinity Place Holdings Sell 100.00% 3,475,472 0.02
Q3  2024
PRA - ProAssurance Corp. Reduce 0.01% 81 0.00