Third Avenue Management

History Stock Activity Share change % change to portfolio ▲
Q1  2026
≡ FRPH - FRP Holdings Inc. Reduce 0.25% 269 0.00
≡ BXC - BlueLinx Holdings Inc. Add 0.05% 30 0.00
≡ WY - Weyerhaeuser Co. Reduce 5.36% 9,205 0.04
≡ WCC - WESCO International Inc. Reduce 5.18% 1,052 0.05
≡ FG - F&G Annuities & Life Inc. Sell 100.00% 12,319 0.07
≡ AMH - American Homes 4 Rent Reduce 5.74% 15,992 0.07
≡ SKY - Skyline Champion Corp. Reduce 5.31% 5,652 0.07
≡ LEN.B - Lennar Corp. CL B Reduce 3.49% 5,165 0.07
≡ FNF - Fidelity National Financial Inc. Reduce 5.78% 11,865 0.09
≡ JLL - Jones Lang Lasalle Inc. Reduce 5.66% 1,944 0.10
≡ DHI - D.R. Horton Reduce 5.57% 4,358 0.10
≡ SUI - Sun Communities Inc. Reduce 5.64% 5,467 0.11
≡ PHM - PulteGroup Inc. Reduce 5.52% 5,556 0.11
≡ PRA - ProAssurance Corp. Reduce 11.05% 32,382 0.13
≡ OCFC - OceanFirst Financial Corp. Add 27.93% 53,855 0.16
≡ UHAL.B - U Haul Holding Co Non Voting Add 9.69% 25,129 0.18
≡ FPH - Five Point Holdings LLC Reduce 6.14% 252,755 0.20
≡ ICFI - ICF International Inc. Add 35.70% 18,872 0.20
≡ COMP - Compass Inc. Buy 187,469 0.22
≡ FR - First Industrial Realty Trust Inc. Reduce 22.64% 23,712 0.22
≡ CBRE - CBRE Group Reduce 7.15% 10,505 0.23
≡ FLG - Flagstar Financial Inc. Add 52.43% 113,936 0.24
≡ COLL - Collegium Pharmaceutical Inc. Reduce 23.73% 48,258 0.26
≡ ALG - Alamo Group Inc. Add 43.00% 10,323 0.28
≡ 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
≡ OSG - Octave Specialty Group Inc. Add 71.49% 559,118 0.42
≡ BN - Brookfield Corp. Reduce 12.16% 66,624 0.44
≡ QLYS - Qualys Inc. Buy 39,120 0.56
≡ TDW - Tidewater Inc. Add 5.51% 48,110 0.65
≡ CTLP-OLD - Cantaloupe Inc. Sell 100.00% 370,013 0.71
≡ FSV - Firstservice Corp Add 169.59% 31,738 0.72
≡ RYN - Rayonier Inc. Sell 100.00% 188,340 0.74
≡ CPRX - Catalyst Pharmaceuticals Inc. Buy 210,161 0.84
≡ ROG - Rogers Corp. Reduce 24.29% 48,449 0.84
≡ LXU - LSB Industries Inc. Reduce 51.73% 408,351 0.99
≡ BKD - Brookdale Senior Living Inc. Buy 463,664 1.03
≡ KALU - Kaiser Aluminum Corp. Reduce 65.00% 55,482 1.08
≡ VAL - Valaris plc Reduce 13.04% 76,187 1.21
≡ BCC - Boise Cascade Company Add 30.70% 132,022 1.63
≡ DB - Deutsche Bank AG Sell 100.00% 337,193 2.36
≡ HCC - Warrior Met Coal Inc. Reduce 37.60% 219,318 3.31
≡ RHI - Robert Half International Buy 903,905 3.73
≡ HOG - Harley-Davidson Buy 1,462,670 4.80
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
≡ VAL - Valaris plc Reduce 0.21% 1,229 0.01
≡ TDW - Tidewater Inc. Reduce 0.18% 1,596 0.01
≡ WCC - WESCO International Inc. Add 1.01% 202 0.01
≡ FR - First Industrial Realty Trust Inc. Reduce 1.52% 1,614 0.02
≡ WY - Weyerhaeuser Co. Add 5.97% 9,662 0.04
≡ FG - F&G Annuities & Life Inc. Buy 12,319 0.07
≡ PHM - PulteGroup Inc. Add 4.05% 3,918 0.08
≡ KALU - Kaiser Aluminum Corp. Reduce 4.66% 4,172 0.09
≡ 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
≡ RYN - Rayonier Inc. Reduce 13.63% 29,712 0.12
≡ BN - Brookfield Corp. Reduce 3.39% 19,254 0.16
≡ BXC - BlueLinx Holdings Inc. Add 38.79% 17,982 0.20
≡ VC - Visteon Corp. Sell 100.00% 10,298 0.23
≡ CBRE - CBRE Group Reduce 5.07% 7,837 0.23
≡ OSG - Octave Specialty Group Inc. Add 29.62% 178,702 0.25
≡ ALG - Alamo Group Inc. Add 61.47% 9,140 0.28
≡ FRPH - FRP Holdings Inc. Reduce 39.83% 71,101 0.29
≡ PRA - ProAssurance Corp. Reduce 19.51% 71,023 0.31
≡ UMBF - UMB Financial Corp. Reduce 19.76% 19,273 0.40
≡ FLG - Flagstar Financial Inc. Buy 217,305 0.50
≡ SBSI - Southside Bancshares Inc. Reduce 44.19% 92,547 0.51
≡ AMH - American Homes 4 Rent Add 45.77% 87,446 0.51
≡ FSV - Firstservice Corp Buy 18,714 0.53
≡ SEB - Seaboard Corp. Sell 100.00% 1,015 0.71
≡ FNF - Fidelity National Financial Inc. Add 73.04% 86,664 0.86
≡ HCC - Warrior Met Coal Inc. Reduce 9.13% 58,596 0.94
≡ JLL - Jones Lang Lasalle Inc. Reduce 33.45% 17,268 1.06
≡ CMA - Comerica Inc. Sell 100.00% 156,314 2.03
≡ BCC - Boise Cascade Company Add 57.10% 156,294 2.09
≡ DB - Deutsche Bank AG Buy 337,193 2.36
Q3  2025
≡ 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
≡ VAL - Valaris plc Reduce 0.05% 319 0.00
≡ 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
≡ SUI - Sun Communities Inc. Reduce 0.44% 424 0.01
≡ FPH - Five Point Holdings LLC Reduce 0.29% 11,994 0.01
≡ TDW - Tidewater Inc. Reduce 0.06% 490 0.01
≡ UNF - UniFirst Corp. Add 11.02% 2,573 0.08