Loading…
CIK 0001099281 • 6 13F filings • May 14, 2025 – Aug 12, 2026
Import this data to Google Sheets with:
=jivedata("third-avenue-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Alamo Group, Inc. | COM | $4.0M | 0.7%Prev: 0.5% | 24,009 SH | Increased+9,140 SH |
| American Homes 4 Rent | CL A | $8.9M | 1.6% | 278,512 SH | New |
| Atlanta Braves Holdings Inc - A | COM | $7.0M | 1.3%Prev: 1.4% | 164,438 SH | Decreased |
| Atlanta Braves Holdings Inc - C | COM | $1.0M | 0.2%Prev: 0.2% | 26,104 SH | Decreased |
| Bluelinx Holdings Inc. | COM | $4.0M | 0.7%Prev: 0.6% | 64,339 SH | Increased+17,982 SH |
| Boise Cascade Company | COM | $31.6M | 5.8%Prev: 4.0% | 429,999 SH | Increased+156,294 SH |
| Brookfield Corp. | COM | $25.2M | 4.6%Prev: 4.8% | 548,119 SH | Decreased+169,870 SH |
| Cantaloupe, Inc. | COM | $3.9M | 0.7%Prev: 0.7% | 370,013 SH | Increased |
| CBRE Group, Inc. | COM | $23.6M | 4.3%Prev: 4.5% | 146,835 SH | Decreased-7,837 SH |
| Central Securities Corporation | COM | $5.2M | 0.9%Prev: 1.0% | 101,812 SH | Decreased |
| Champion Homes, Inc. | COM | $9.0M | 1.6%Prev: 1.6% | 106,409 SH | Increased |
| Collegium Pharmaceutical Inc. | COM | $9.4M | 1.7%Prev: 1.3% | 203,401 SH | Increased |
| Deutsche Bank AG | COM | $13.0M | 2.4% | 337,193 SH | New |
| DR Horton Inc. | COM | $11.3M | 2.0%Prev: 2.5% | 78,194 SH | Decreased+116 SH |
| Encore Capital Group Inc. | COM | $9.3M | 1.7%Prev: 1.3% | 171,022 SH | Increased |
| F&G Annuities and Life | COM | $380K | 0.1% | 12,319 SH | New |
| First Industrial Realty Trust, Inc. | COM | $6.0M | 1.1%Prev: 1.0% | 104,728 SH | Increased-1,614 SH |
| FirstService Corp. | COM | $2.9M | 0.5% | 18,714 SH | New |
| Five Point Holdings LLC - CL A | COM | $23.0M | 4.2%Prev: 4.7% | 4,113,917 SH | Decreased |
| Flagstar Bank | COM | $2.7M | 0.5% | 217,305 SH | New |
| FNF Group | COM | $11.2M | 2.0%Prev: 1.3% | 205,320 SH | Increased+86,664 SH |
| FRP Holdings Inc. | COM | $2.4M | 0.4%Prev: 0.8% | 107,429 SH | Decreased-71,101 SH |
| ICF International, Inc. | COM | $4.5M | 0.8%Prev: 0.8% | 52,864 SH | Increased+5,840 SH |
| Investors Title Co. | COM | $5.5M | 1.0%Prev: 1.1% | 21,894 SH | Decreased+11 SH |
| Jones Lang Lasalle | COM | $11.6M | 2.1%Prev: 2.9% | 34,351 SH | Decreased-17,268 SH |
| Kaiser Aluminum Corp. | COM | $9.8M | 1.8%Prev: 1.3% | 85,363 SH | Increased-4,172 SH |
| Lennar Corp - Class B | CL B | $14.1M | 2.6%Prev: 3.4% | 148,008 SH | Decreased+165 SH |
| LSB Industries Inc. | COM | $6.7M | 1.2%Prev: 1.2% | 789,447 SH | Increased |
| MYR Group Inc. | COM | $7.8M | 1.4%Prev: 1.3% | 35,554 SH | Increased |
| OceanFirst Financial Trust | COM | $3.5M | 0.6%Prev: 0.5% | 192,807 SH | Increased+30,476 SH |
| Octave Specialty Group | COM | $6.1M | 1.1% | 782,093 SH | New |
| PBF Energy Inc. | CL A | $3.6M | 0.6%Prev: 0.7% | 131,050 SH | Decreased |
| Proassurance Corp. | COM | $7.1M | 1.3%Prev: 1.6% | 292,990 SH | Decreased-71,023 SH |
| Prologis Inc. | COM | $18.6M | 3.4%Prev: 3.2% | 145,451 SH | Increased+57 SH |
| Prosperity Bancshares Inc. | COM | $7.1M | 1.3%Prev: 1.3% | 102,168 SH | Increased |
| PulteGroup Inc. | COM | $11.8M | 2.1%Prev: 2.4% | 100,684 SH | Decreased+3,918 SH |
| Rayonier Inc. | COM | $4.1M | 0.7%Prev: 1.1% | 188,340 SH | Decreased-29,712 SH |
| Rogers Corp. | COM | $18.3M | 3.3%Prev: 3.1% | 199,474 SH | Increased+106 SH |
| Sandridge Energy Inc. | COM | $4.8M | 0.9%Prev: 0.7% | 330,818 SH | Increased+120 SH |
| Southside Bancshares Inc. | COM | $3.6M | 0.6%Prev: 1.1% | 116,879 SH | Decreased-92,547 SH |
| Sun Communities Inc. | COM | $12.0M | 2.2%Prev: 2.3% | 96,922 SH | Decreased+136 SH |
| Supernus Pharmaceuticals, Inc. | COM | $9.4M | 1.7%Prev: 1.7% | 189,493 SH | Increased |
| Tidewater Inc. | COM | $44.1M | 8.0%Prev: 9.0% | 873,071 SH | Decreased-1,596 SH |
| Tri Pointe Group Inc. | COM | $4.9M | 0.9%Prev: 1.0% | 155,855 SH | Decreased |
| U-Haul Holding Company | COM | $12.1M | 2.2%Prev: 2.5% | 259,246 SH | Decreased+21 SH |
| UMB Financial Corporation | COM | $9.0M | 1.6%Prev: 2.2% | 78,245 SH | Decreased-19,273 SH |
| UniFirst Corporation | COM | $5.5M | 1.0%Prev: 0.8% | 28,434 SH | Increased+2,505 SH |
| Valaris Ltd. | COM | $29.5M | 5.4%Prev: 5.6% | 584,373 SH | Decreased-1,229 SH |
| Warrior Met Coal Inc. | COM | $51.4M | 9.3%Prev: 7.9% | 583,320 SH | Increased-58,596 SH |
| Wesco International | COM | $5.0M | 0.9%Prev: 0.8% | 20,295 SH | Increased+202 SH |
| Weyerhaeuser Company | COM | $4.1M | 0.7%Prev: 0.8% | 171,582 SH | Increased+9,662 SH |
| 13F-HR |
| 0001099281-26-000008 |
| $625.3M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001099281-25-000009 | $484.9M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001099281-26-000005 | $616.0M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001099281-25-000006 | $498.7M | View |