Third Avenue Management LLC Top Holdings and 13F Report (2025) About Third Avenue Management LLCInvestment ActivityThird Avenue Management LLC has $484.93 million in total holdings as of June 30, 2025.Third Avenue Management LLC owns shares of 52 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 5.33% of the portfolio was purchased this quarter.About 12.42% of the portfolio was sold this quarter.This quarter, Third Avenue Management LLC has purchased 61 new stocks and bought additional shares in 13 stocks.Third Avenue Management LLC sold shares of 19 stocks and completely divested from 12 stocks this quarter.Largest Holdings Tidewater $40,370,992Deutsche Bank Aktiengesellschaft $30,182,748Warrior Met Coal $29,408,378Valaris $24,673,133Brookfield $23,394,701 Largest New Holdings this Quarter 138103106 - Cantaloupe $4,066,443 Holding830830105 - Champion Homes $3,748,148 Holding92839U206 - Visteon $960,803 Holding Largest Purchases this Quarter Cantaloupe 370,013 shares (about $4.07M)Champion Homes 59,865 shares (about $3.75M)PulteGroup 33,131 shares (about $3.49M)Tidewater 65,899 shares (about $3.04M)Prologis 16,360 shares (about $1.72M) Largest Sales this Quarter Deutsche Bank Aktiengesellschaft 426,012 shares (about $12.59M)Old Republic International 237,853 shares (about $9.14M)Comerica 131,694 shares (about $7.86M)ProAssurance 179,348 shares (about $4.09M)MYR Group 18,202 shares (about $3.30M) 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$40,370,992$3,039,921 ▲8.1%875,1578.3%EnergyDBDeutsche Bank Aktiengesellschaft$30,182,748$12,586,865 ▼-29.4%1,021,5586.2%FinanceHCCWarrior Met Coal$29,408,378$1,305,147 ▲4.6%641,6846.1%EnergyVALValaris$24,673,133$677,213 ▲2.8%585,9215.1%EnergyBNBrookfield$23,394,7010.0%378,2494.8%FinanceCBRECBRE Group$23,079,165$55,908 ▼-0.2%164,7104.8%FinanceFPHFive Point$22,692,5110.0%4,125,9114.7%FinanceLEN.BLennar$15,580,473$27,681 ▲0.2%148,0333.2%ConstructionPLDPrologis$15,297,273$1,719,763 ▲12.7%145,5223.2%FinanceU-Haul Holding Company$14,109,559$524,399 ▲3.9%259,5102.9%COMJLLJones Lang LaSalle$13,221,268$76,734 ▼-0.6%51,6902.7%FinanceSUISun Communities$12,296,093$821,553 ▲7.2%97,2102.5%FinanceUMBFUMB Financial$10,806,557$3,470 ▼0.0%102,7632.2%FinancePHMPulteGroup$10,222,343$3,493,995 ▲51.9%96,9312.1%ConstructionCMAComerica$10,212,677$7,855,547 ▼-43.5%171,2102.1%FinanceDHID.R. Horton$10,080,126$71,680 ▼-0.7%78,1892.1%ConstructionMYRGMYR Group$9,906,263$3,302,753 ▼-25.0%54,5952.0%UtilitiesPRAProAssurance$8,781,331$4,094,515 ▼-31.8%384,6401.8%FinanceBATRAAtlanta Braves$8,091,9940.0%164,4381.7%Consumer DiscretionaryITICInvestors Title$7,554,398$669,187 ▼-8.1%35,7521.6%FinancePBProsperity Bancshares$7,176,2800.0%102,1681.5%FinanceKALUKaiser Aluminum$7,153,847$775,589 ▲12.2%89,5351.5%IndustrialsAMHAmerican Homes 4 Rent$6,891,751$53,889 ▼-0.8%191,0661.4%FinanceFNFFidelity National Financial$6,651,8550.0%118,6561.4%FinanceECPGEncore Capital Group$6,620,2620.0%171,0221.4%FinanceFRFirst Industrial Realty Trust$6,385,070$91,206 ▼-1.4%132,6631.3%FinanceSBSISouthside Bancshares$6,163,4070.0%209,4261.3%FinanceLXULsb Industries$6,157,6870.0%789,4471.3%Basic MaterialsCOLLCollegium Pharmaceutical$6,014,5680.0%203,4011.2%MedicalSUPNSupernus Pharmaceuticals$5,972,8190.0%189,4931.2%MedicalRYNRayonier$5,725,301$8,207 ▼-0.1%258,1291.2%ConstructionFRPHFRP$5,685,622$1,116,258 ▼-16.4%211,4401.2%FinanceWYWeyerhaeuser$5,673,6110.0%220,8491.2%ConstructionTPHTri Pointe Homes$4,978,7690.0%155,8301.0%ConstructionCETCentral Securities$4,872,722$449,788 ▼-8.5%101,8121.0%FinanceUNFUnifirst$4,396,0660.0%23,3560.9%IndustrialsAMBCAmbac Financial Group$4,284,076$1,682,203 ▲64.7%603,3910.9%FinanceCTLPCantaloupe$4,066,443$4,066,443 ▲New Holding370,0130.8%Business ServicesICFIICF International$3,983,4030.0%47,0240.8%Business ServicesORIOld Republic International$3,787,685$9,143,068 ▼-70.7%98,5350.8%FinanceSKYChampion Homes$3,748,148$3,748,148 ▲New Holding59,8650.8%ConstructionWCCWESCO International$3,721,224$976,189 ▲35.6%20,0930.8%Computer and TechnologySDSandRidge Energy$3,578,1520.0%330,6980.7%EnergyBXCBlueLinx$3,448,034$1,226,378 ▲55.2%46,3570.7%ConstructionALGAlamo Group$3,247,092$2,331,643 ▼-41.8%14,8690.7%IndustrialsSEBSeaboard$2,904,118$869,805 ▼-23.0%1,0150.6%Consumer StaplesOCFCOceanFirst Financial$2,857,011$802,928 ▲39.1%162,2380.6%FinancePBFPBF Energy$2,839,8540.0%131,0500.6%EnergyHBBHamilton Beach Brands$2,351,837$2,120,108 ▼-47.4%131,4610.5%Consumer DiscretionaryMillrose Properties, Inc.$1,445,371$860,802 ▼-37.3%50,6970.3%COM CL ABATRKAtlanta Braves$1,220,8840.0%26,1040.3%Consumer DiscretionaryVCVisteon$960,803$960,803 ▲New Holding10,2980.2%Auto/Tires/TrucksBAMBrookfield Asset Management$0$6,400,390 ▼-100.0%00.0%FinanceELMEElme Communities$0$1,618,200 ▼-100.0%00.0%FinanceCTOCTO Realty Growth$0$1,216,530 ▼-100.0%00.0%FinanceWSRWhitestone REIT$0$1,165,600 ▼-100.0%00.0%FinanceIVTInvenTrust Properties$0$1,116,060 ▼-100.0%00.0%FinancePCHPotlatch$0$902,400 ▼-100.0%00.0%ConstructionRMRThe RMR Group$0$616,050 ▼-100.0%00.0%FinanceVTMXCorporacion Inmobiliaria Vesta$0$570,250 ▼-100.0%00.0%FinanceSTCStewart Information Services$0$370,592 ▼-100.0%00.0%FinanceGRBKGreen Brick Partners$0$291,550 ▼-100.0%00.0%FinanceUHALU-Haul$0$95,164 ▼-100.0%00.0%TransportationEQCEquity Commonwealth$0$88,550 ▼-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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