Third Avenue Management LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Third Avenue Management LLC

CIK Number: 0001099281

484.93M
Market Value
50
# of Holdings
22 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 TDW Tidewater Inc.
52.70
-3.84% 875.16K +8.14% 40.37M 34.28 8.33% Share
2 DB Deutsche Bank A...
35.28
-0.64% 1.02M -29.43% 30.18M 11.47 6.22% Share
3 HCC Warrior Met Coa...
64.62
-1.97% 641.68K +4.64% 29.41M 26.74 6.06% Share
4 VAL Valaris Limited
50.20
-1.99% 585.92K +2.82% 24.67M 42.62 5.09% Share
5 BN Brookfield Corp...
68.15
+0.40% 378.25K 0.00% 23.39M 31.46 4.82% Share
6 CBRE CBRE Group, Inc...
155.69
-0.56% 164.71K -0.24% 23.08M 42.96 4.76% Share
7 FPH Five Point Hold...
5.99
-2.37% 4.13M 0.00% 22.69M 9.5 4.68% Share
8 PLD Prologis, Inc.
116.14
-0.29% 145.52K +12.67% 15.3M 85.98 3.15% Share
9 JLL Jones Lang LaSa...
293.34
-1.34% 51.69K -0.58% 13.22M 148.7 2.73% Share
10 SUI Sun Communities...
128.67
+0.13% 97.21K +7.16% 12.3M 124.28 2.54% Share
11 UMBF UMB Financial C...
118.30
-0.02% 102.76K -0.03% 10.81M 58.54 2.23% Share
12 PHM PulteGroup, Inc...
134.89
+0.33% 96.93K +51.93% 10.22M 103.71 2.11% Share
13 CMA Comerica Incorp...
70.14
+1.53% 171.21K -43.48% 10.21M 39.68 2.11% Share
14 DHI D.R. Horton, In...
171.48
-0.56% 78.19K -0.71% 10.08M 66.3 2.08% Share
15 MYRG MYR Group Inc.
203.27
+0.63% 54.59K -25% 9.91M 35.83 2.04% Share
16 PRA ProAssurance Co...
24.02
+0.17% 384.64K -31.8% 8.78M 16.56 1.81% Share
17 BATRA Atlanta Braves ...
45.20
+0.13% 164.44K 0.00% 8.09M 39.07 1.67% Share
18 ITIC Investors Title...
271.75
+1.07% 35.75K -8.14% 7.55M 151.19 1.56% Share
19 PB Prosperity Banc...
65.58
-2.06% 102.17K 0.00% 7.18M 65.07 1.48% Share
20 KALU Kaiser Aluminum...
79.38
+1.33% 89.53K +12.16% 7.15M 66.11 1.48% Share
Page 1 of 3