Third Avenue Management LLC Top Holdings and 13F Report (2025) About Third Avenue Management LLCInvestment ActivityThird Avenue Management LLC has $498.71 million in total holdings as of March 31, 2025.Third Avenue Management LLC owns shares of 61 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 5.93% of the portfolio was purchased this quarter.About 8.46% of the portfolio was sold this quarter.This quarter, Third Avenue Management LLC has purchased 59 new stocks and bought additional shares in 10 stocks.Third Avenue Management LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Tidewater $34,207,336Deutsche Bank Aktiengesellschaft $34,119,225Warrior Met Coal $29,262,190Valaris $22,371,879Five Point $22,032,365 Largest New Holdings this Quarter 745867101 - PulteGroup $6,558,640 Holding09624H208 - BlueLinx $2,239,578 Holding601137102 - Millrose Properties, Inc. $2,144,394 Holding Largest Purchases this Quarter Tidewater 221,079 shares (about $9.35M)PulteGroup 63,800 shares (about $6.56M)Valaris 143,231 shares (about $5.62M)BlueLinx 29,869 shares (about $2.24M)Millrose Properties, Inc. 80,890 shares (about $2.14M) Largest Sales this Quarter Deutsche Bank Aktiengesellschaft 738,934 shares (about $17.42M)Old Republic International 129,090 shares (about $5.06M)American Homes 4 Rent 128,661 shares (about $4.86M)Seaboard 1,015 shares (about $2.74M)Sun Communities 17,422 shares (about $2.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThird Avenue Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTDWTidewater$34,207,336$9,345,009 ▲37.6%809,2586.9%EnergyDBDeutsche Bank Aktiengesellschaft$34,119,225$17,416,674 ▼-33.8%1,447,5706.8%FinanceHCCWarrior Met Coal$29,262,190$1,229,315 ▲4.4%613,2065.9%EnergyVALValaris$22,371,879$5,623,249 ▲33.6%569,8394.5%EnergyFPHFive Point$22,032,3650.0%4,125,9114.4%FinanceCBRECBRE Group$21,592,955$1,165,119 ▼-5.1%165,1094.3%FinanceBNBrookfield$19,824,030$693,332 ▼-3.4%378,2494.0%FinanceCMAComerica$17,889,510$1,358 ▲0.0%302,9043.6%FinanceLEN.BLennar$16,117,274$1,528,180 ▼-8.7%147,7703.2%ConstructionU-Haul Holding Company$14,787,0110.0%249,8653.0%COMPLDPrologis$14,439,020$24,482 ▲0.2%129,1622.9%FinanceORIOld Republic International$13,193,137$5,062,910 ▼-27.7%336,3882.6%FinancePRAProAssurance$13,169,1200.0%563,9882.6%FinanceJLLJones Lang LaSalle$12,888,8410.0%51,9902.6%FinanceSUISun Communities$11,669,578$2,241,166 ▼-16.1%90,7152.3%FinanceUMBFUMB Financial$10,392,6760.0%102,7962.1%FinanceDHID.R. Horton$10,010,8520.0%78,7452.0%ConstructionITICInvestors Title$9,382,593$53,038 ▼-0.6%38,9191.9%FinanceMYRGMYR Group$8,232,6130.0%72,7971.7%UtilitiesFNFFidelity National Financial$7,722,1320.0%118,6561.5%FinancePBProsperity Bancshares$7,291,7300.0%102,1681.5%FinanceAMHAmerican Homes 4 Rent$7,280,694$4,864,673 ▼-40.1%192,5601.5%FinanceFRFirst Industrial Realty Trust$7,260,750$1,217,985 ▼-14.4%134,5581.5%FinanceFRPHFRP$7,226,8390.0%252,9521.4%FinanceBATRAAtlanta Braves$7,213,8950.0%164,4381.4%Multi-Sector ConglomeratesRYNRayonier$7,206,952$1,597,552 ▼-18.1%258,4991.4%ConstructionPHMPulteGroup$6,558,640$6,558,640 ▲New Holding63,8001.3%ConstructionWYWeyerhaeuser$6,466,4590.0%220,8491.3%ConstructionBAMBrookfield Asset Management$6,400,3900.0%132,1031.3%FinanceSUPNSupernus Pharmaceuticals$6,205,8960.0%189,4931.2%MedicalCOLLCollegium Pharmaceutical$6,071,5200.0%203,4011.2%MedicalSBSISouthside Bancshares$6,064,9770.0%209,4261.2%FinanceECPGEncore Capital Group$5,862,6340.0%171,0221.2%FinanceLXULSB Industries$5,202,4560.0%789,4471.0%Multi-Sector ConglomeratesCETCentral Securities$5,000,0020.0%111,2101.0%FinanceTPHTri Pointe Homes$4,974,0940.0%155,8301.0%ConstructionHBBHamilton Beach Brands$4,856,898$923,333 ▼-16.0%249,9691.0%Consumer DiscretionaryKALUKaiser Aluminum$4,839,173$12,427 ▲0.3%79,8281.0%IndustrialsALGAlamo Group$4,552,553$1,128,782 ▼-19.9%25,5460.9%IndustrialsUNFUniFirst$4,063,9440.0%23,3560.8%IndustrialsICFIICF International$3,995,629$240,975 ▲6.4%47,0240.8%Business ServicesSDSandRidge Energy$3,776,5710.0%330,6980.8%EnergySEBSeaboard$3,557,501$2,737,577 ▼-43.5%1,3190.7%Consumer StaplesAMBCAmbac Financial Group$3,206,534$1,190,394 ▲59.0%366,4610.6%FinancePBFPBF Energy$2,501,7450.0%131,0500.5%EnergyWCCWESCO International$2,301,857$12,890 ▲0.6%14,8220.5%Computer and TechnologyBXCBlueLinx$2,239,578$2,239,578 ▲New Holding29,8690.4%ConstructionMillrose Properties, Inc.$2,144,394$2,144,394 ▲New Holding80,8900.4%CL AOCFCOceanFirst Financial$1,984,097$948,886 ▲91.7%116,6430.4%FinanceELMEElme Communities$1,618,2000.0%93,0000.3%FinanceCTOCTO Realty Growth$1,216,5300.0%63,0000.2%FinanceWSRWhitestone REIT$1,165,6000.0%80,0000.2%FinanceIVTInvenTrust Properties$1,116,0600.0%38,0000.2%FinanceBATRKAtlanta Braves$1,044,4210.0%26,1040.2%Multi-Sector ConglomeratesPCHPotlatchDeltic$902,4000.0%20,0000.2%ConstructionRMRThe RMR Group$616,0500.0%37,0000.1%FinanceVTMXCorporación Inmobiliaria Vesta$570,2500.0%25,0000.1%FinanceSTCStewart Information Services$370,5920.0%5,1940.1%FinanceGRBKGreen Brick Partners$291,5500.0%5,0000.1%FinanceUHALU-Haul$95,1640.0%1,4560.0%TransportationEQCEquity Commonwealth$88,5500.0%55,0000.0%FinanceROICRetail Opportunity Investments$0$1,562,400 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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