Universe · entity
THIRD AVENUE MANAGEMENT LLC
Institutional manager (13F) · CIK 1099281
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $611M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Tidewater Inc. | $77M | 921,181 |
| 2 | Valaris Ltd. | $50M | 508,186 |
| 3 | Boise Cascade Company | $43M | 562,021 |
| 4 | Warrior Met Coal Inc. | $34M | 364,002 |
| 5 | Harley-Davidson Inc | $30M | 1,462,670 |
| 6 | Robert Half, Inc. | $23M | 903,905 |
| 7 | Brookfield Corp. | $19M | 481,495 |
| 8 | Five Point Holdings LLC - CL A | $19M | 3,861,162 |
| 9 | CBRE Group, Inc. | $18M | 136,330 |
| 10 | Prologis Inc. | $17M | 125,945 |
| 11 | Rogers Corp. | $16M | 151,025 |
| 12 | U-Haul Holding Company | $13M | 284,375 |
| 13 | Lennar Corp - Class B | $12M | 142,843 |
| 14 | Sun Communities Inc. | $12M | 91,455 |
| 15 | PulteGroup Inc. | $11M | 95,128 |
| 16 | DR Horton Inc. | $10M | 73,836 |
| 17 | Encore Capital Group Inc. | $10M | 142,512 |
| 18 | Jones Lang Lasalle | $10M | 32,407 |
| 19 | FNF Group | $9M | 193,455 |
| 20 | UMB Financial Corporation | $9M | 78,245 |
| 21 | MYR Group Inc. | $8M | 28,819 |
| 22 | Supernus Pharmaceuticals, Inc. | $8M | 152,724 |
| 23 | Atlanta Braves Holdings Inc - A | $8M | 164,438 |
| 24 | Champion Homes, Inc. | $7M | 100,757 |
| 25 | American Homes 4 Rent | $7M | 262,520 |
| 26 | Tri Pointe Group Inc. | $7M | 155,855 |
| 27 | UniFirst Corporation | $7M | 28,434 |
| 28 | FirstService Corp. | $7M | 50,452 |
| 29 | Prosperity Bancshares Inc. | $7M | 102,168 |
| 30 | Proassurance Corp. | $6M | 260,608 |
| 31 | Brookdale Senior Living Inc. | $6M | 463,664 |
| 32 | PBF Energy Inc. | $6M | 131,050 |
| 33 | Octave Specialty Group | $6M | 1,341,211 |
| 34 | LSB Industries Inc. | $6M | 381,096 |
| 35 | Alamo Group, Inc. | $6M | 34,332 |
| 36 | Sandridge Energy Inc. | $5M | 330,818 |
| 37 | Wesco International | $5M | 19,243 |
| 38 | Catalyst Pharmaceuticals | $5M | 210,161 |
| 39 | Collegium Pharmaceutical Inc. | $5M | 155,143 |
| 40 | Central Securities Corporation | $5M | 101,812 |
| 41 | Investors Title Co. | $5M | 21,894 |
| 42 | First Industrial Realty Trust, Inc. | $5M | 81,016 |
| 43 | ICF International, Inc. | $5M | 71,736 |
| 44 | OceanFirst Financial Trust | $4M | 246,662 |
| 45 | Flagstar Bank | $4M | 331,241 |
| 46 | Weyerhaeuser Company | $4M | 162,377 |
| 47 | Southside Bancshares Inc. | $4M | 116,879 |
| 48 | Kaiser Aluminum Corp. | $4M | 29,881 |
| 49 | Bluelinx Holdings Inc. | $3M | 64,369 |
| 50 | Qualy's, Inc. | $3M | 39,120 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.