Third Avenue Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2026
≡ BXC - BlueLinx Holdings Inc. Add 0.05% 30 0.00
≡ TDW - Tidewater Inc. Add 5.51% 48,110 0.65
≡ UHAL.B - U Haul Holding Co Non Voting Add 9.69% 25,129 0.18
≡ OCFC - OceanFirst Financial Corp. Add 27.93% 53,855 0.16
≡ BCC - Boise Cascade Company Add 30.70% 132,022 1.63
≡ ICFI - ICF International Inc. Add 35.70% 18,872 0.20
≡ ALG - Alamo Group Inc. Add 43.00% 10,323 0.28
≡ FLG - Flagstar Financial Inc. Add 52.43% 113,936 0.24
≡ OSG - Octave Specialty Group Inc. Add 71.49% 559,118 0.42
≡ FSV - Firstservice Corp Add 169.59% 31,738 0.72
≡ COMP - Compass Inc. Buy 187,469 0.22
≡ QLYS - Qualys Inc. Buy 39,120 0.56
≡ CPRX - Catalyst Pharmaceuticals Inc. Buy 210,161 0.84
≡ BKD - Brookdale Senior Living Inc. Buy 463,664 1.03
≡ RHI - Robert Half International Buy 903,905 3.73
≡ HOG - Harley-Davidson Buy 1,462,670 4.80
≡ KALU - Kaiser Aluminum Corp. Reduce 65.00% 55,482 1.08
≡ LXU - LSB Industries Inc. Reduce 51.73% 408,351 0.99
≡ HCC - Warrior Met Coal Inc. Reduce 37.60% 219,318 3.31
≡ ROG - Rogers Corp. Reduce 24.29% 48,449 0.84
≡ COLL - Collegium Pharmaceutical Inc. Reduce 23.73% 48,258 0.26
≡ FR - First Industrial Realty Trust Inc. Reduce 22.64% 23,712 0.22
≡ SUPN - Supernus Pharmaceuticals Reduce 19.40% 36,769 0.31
≡ MYRG - MYR Group Inc. Reduce 18.94% 6,735 0.31
≡ ECPG - Encore Capital Group Inc. Reduce 16.67% 28,510 0.32
≡ PLD - Prologis Inc. Reduce 13.41% 19,506 0.42
≡ VAL - Valaris plc Reduce 13.04% 76,187 1.21
≡ BN - Brookfield Corp. Reduce 12.16% 66,624 0.44
≡ PRA - ProAssurance Corp. Reduce 11.05% 32,382 0.13
≡ CBRE - CBRE Group Reduce 7.15% 10,505 0.23
≡ FPH - Five Point Holdings LLC Reduce 6.14% 252,755 0.20
≡ FNF - Fidelity National Financial Inc. Reduce 5.78% 11,865 0.09
≡ AMH - American Homes 4 Rent Reduce 5.74% 15,992 0.07
≡ JLL - Jones Lang Lasalle Inc. Reduce 5.66% 1,944 0.10
≡ SUI - Sun Communities Inc. Reduce 5.64% 5,467 0.11
≡ DHI - D.R. Horton Reduce 5.57% 4,358 0.10
≡ PHM - PulteGroup Inc. Reduce 5.52% 5,556 0.11
≡ WY - Weyerhaeuser Co. Reduce 5.36% 9,205 0.04
≡ SKY - Skyline Champion Corp. Reduce 5.31% 5,652 0.07
≡ WCC - WESCO International Inc. Reduce 5.18% 1,052 0.05
≡ LEN.B - Lennar Corp. CL B Reduce 3.49% 5,165 0.07
≡ FRPH - FRP Holdings Inc. Reduce 0.25% 269 0.00
≡ FG - F&G Annuities & Life Inc. Sell 100.00% 12,319 0.07
≡ CTLP-OLD - Cantaloupe Inc. Sell 100.00% 370,013 0.71
≡ RYN - Rayonier Inc. Sell 100.00% 188,340 0.74
≡ DB - Deutsche Bank AG Sell 100.00% 337,193 2.36
Q4  2025
≡ UHAL.B - U Haul Holding Co Non Voting Add 0.01% 21 0.00
≡ PLD - Prologis Inc. Add 0.04% 57 0.00
≡ SD - SandRidge Energy Inc. Add 0.04% 120 0.00
≡ ITIC - Investors Title Co. Add 0.05% 11 0.00
≡ ROG - Rogers Corp. Add 0.05% 106 0.00
≡ LEN.B - Lennar Corp. CL B Add 0.11% 165 0.00
≡ SUI - Sun Communities Inc. Add 0.14% 136 0.00
≡ DHI - D.R. Horton Add 0.15% 116 0.00
≡ WCC - WESCO International Inc. Add 1.01% 202 0.01
≡ PHM - PulteGroup Inc. Add 4.05% 3,918 0.08
≡ WY - Weyerhaeuser Co. Add 5.97% 9,662 0.04
≡ UNF - UniFirst Corp. Add 9.66% 2,505 0.09
≡ ICFI - ICF International Inc. Add 12.42% 5,840 0.09
≡ OCFC - OceanFirst Financial Corp. Add 18.77% 30,476 0.10
≡ OSG - Octave Specialty Group Inc. Add 29.62% 178,702 0.25
≡ BXC - BlueLinx Holdings Inc. Add 38.79% 17,982 0.20
≡ AMH - American Homes 4 Rent Add 45.77% 87,446 0.51
≡ BCC - Boise Cascade Company Add 57.10% 156,294 2.09
≡ ALG - Alamo Group Inc. Add 61.47% 9,140 0.28
≡ FNF - Fidelity National Financial Inc. Add 73.04% 86,664 0.86
≡ FG - F&G Annuities & Life Inc. Buy 12,319 0.07
≡ FLG - Flagstar Financial Inc. Buy 217,305 0.50
≡ FSV - Firstservice Corp Buy 18,714 0.53
≡ DB - Deutsche Bank AG Buy 337,193 2.36
≡ SBSI - Southside Bancshares Inc. Reduce 44.19% 92,547 0.51
≡ FRPH - FRP Holdings Inc. Reduce 39.83% 71,101 0.29
≡ JLL - Jones Lang Lasalle Inc. Reduce 33.45% 17,268 1.06
≡ UMBF - UMB Financial Corp. Reduce 19.76% 19,273 0.40
≡ PRA - ProAssurance Corp. Reduce 19.51% 71,023 0.31
≡ RYN - Rayonier Inc. Reduce 13.63% 29,712 0.12
≡ HCC - Warrior Met Coal Inc. Reduce 9.13% 58,596 0.94
≡ CBRE - CBRE Group Reduce 5.07% 7,837 0.23
≡ KALU - Kaiser Aluminum Corp. Reduce 4.66% 4,172 0.09
≡ BN - Brookfield Corp. Reduce 3.39% 19,254 0.16
≡ FR - First Industrial Realty Trust Inc. Reduce 1.52% 1,614 0.02
≡ VAL - Valaris plc Reduce 0.21% 1,229 0.01
≡ TDW - Tidewater Inc. Reduce 0.18% 1,596 0.01
≡ VC - Visteon Corp. Sell 100.00% 10,298 0.23
≡ SEB - Seaboard Corp. Sell 100.00% 1,015 0.71
≡ CMA - Comerica Inc. Sell 100.00% 156,314 2.03
Q3  2025
≡ TPH-OLD - TRI Pointe Group Add 0.02% 25 0.00
≡ HCC - Warrior Met Coal Inc. Add 0.04% 232 0.00
≡ OCFC - OceanFirst Financial Corp. Add 0.06% 93 0.00
≡ UNF - UniFirst Corp. Add 11.02% 2,573 0.08
≡ SKY - Skyline Champion Corp. Add 77.75% 46,544 0.68
≡ ROG - Rogers Corp. Buy 199,368 3.06
≡ BCC - Boise Cascade Company Buy 273,705 3.98
≡ ITIC - Investors Title Co. Reduce 38.79% 13,869 0.70
≡ MYRG - MYR Group Inc. Reduce 34.88% 19,041 0.72
≡ WY - Weyerhaeuser Co. Reduce 26.68% 58,929 0.28
≡ FR - First Industrial Realty Trust Inc. Reduce 19.84% 26,321 0.26
≡ FRPH - FRP Holdings Inc. Reduce 15.56% 32,910 0.15
≡ RYN - Rayonier Inc. Reduce 15.53% 40,077 0.20
≡ CMA - Comerica Inc. Reduce 8.70% 14,896 0.19