Third Avenue Management

History Stock Activity ▲ Share change % change to portfolio
Q1  2026
≡ 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
≡ 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
≡ 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
≡ CBRE - CBRE Group Reduce 6.09% 10,038 0.30
≡ PRA - ProAssurance Corp. Reduce 5.36% 20,627 0.09
≡ UMBF - UMB Financial Corp. Reduce 5.10% 5,245 0.12
≡ SUI - Sun Communities Inc. Reduce 0.44% 424 0.01
≡ FPH - Five Point Holdings LLC Reduce 0.29% 11,994 0.01
≡ PHM - PulteGroup Inc. Reduce 0.17% 165 0.00
≡ DHI - D.R. Horton Reduce 0.14% 111 0.00
≡ JLL - Jones Lang Lasalle Inc. Reduce 0.14% 71 0.00
≡ LEN.B - Lennar Corp. CL B Reduce 0.13% 190 0.00
≡ UHAL.B - U Haul Holding Co Non Voting Reduce 0.11% 285 0.00
≡ PLD - Prologis Inc. Reduce 0.09% 128 0.00
≡ TDW - Tidewater Inc. Reduce 0.06% 490 0.01
≡ VAL - Valaris plc Reduce 0.05% 319 0.00
≡ MRP - Millrose Properties Sell 100.00% 50,697 0.30
≡ HBB - Hamilton Beach Brands Hldg Co Sell 100.00% 131,461 0.49
≡ ORI - Old Republic International Sell 100.00% 98,535 0.78
≡ DB - Deutsche Bank AG Sell 100.00% 1,021,558 6.22
Q2  2025
≡ ORI - Old Republic International Reduce 70.71% 237,853 1.88
≡ HBB - Hamilton Beach Brands Hldg Co Reduce 47.41% 118,508 0.44
≡ CMA - Comerica Inc. Reduce 43.48% 131,694 1.62
≡ ALG - Alamo Group Inc. Reduce 41.80% 10,677 0.48
≡ MRP - Millrose Properties Reduce 37.33% 30,193 0.18
≡ PRA - ProAssurance Corp. Reduce 31.80% 179,348 0.84
≡ DB - Deutsche Bank AG Reduce 29.43% 426,012 2.59
≡ MYRG - MYR Group Inc. Reduce 25.00% 18,202 0.68
≡ SEB - Seaboard Corp. Reduce 23.05% 304 0.18
≡ FRPH - FRP Holdings Inc. Reduce 16.41% 41,512 0.23
≡ CET - Central Securities Corp. Reduce 8.45% 9,398 0.09
≡ ITIC - Investors Title Co. Reduce 8.14% 3,167 0.14
≡ FR - First Industrial Realty Trust Inc. Reduce 1.41% 1,895 0.02
≡ AMH - American Homes 4 Rent Reduce 0.78% 1,494 0.01
≡ DHI - D.R. Horton Reduce 0.71% 556 0.01
≡ JLL - Jones Lang Lasalle Inc. Reduce 0.58% 300 0.02
≡ CBRE - CBRE Group Reduce 0.24% 399 0.01
≡ RYN - Rayonier Inc. Reduce 0.14% 370 0.00
≡ UMBF - UMB Financial Corp. Reduce 0.03% 33 0.00
≡ EQC-OLD - Equity Commonwealth Sell 100.00% 55,000 0.02
≡ UHAL - U-Haul Holding Co. Sell 100.00% 1,456 0.02
≡ GRBK - Green Brick Partners Sell 100.00% 5,000 0.06
≡ STC - Stewart Information Services Sell 100.00% 5,194 0.07
≡ VTMX - Corp Inmobiliaria Vesta ADR Sell 100.00% 25,000 0.11
≡ RMR - RMR Group Inc. Sell 100.00% 37,000 0.12
≡ PCH-OLD - PotlatchDeltic Corp. Sell 100.00% 20,000 0.18
≡ IVT - Inventrust Properties Corp Sell 100.00% 38,000 0.22
≡ WSR - Whitestone REIT Sell 100.00% 80,000 0.23
≡ CTO - CTO Realty Growth Inc. Sell 100.00% 63,000 0.24
≡ ELME - ELME Communities Sell 100.00% 93,000 0.32