Third Avenue Management's Portfolio

Third Avenue Management 13F holdings

What is Third Avenue Management's portfolio?

Third Avenue Management has disclosed a total of 50 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $532,679,180.

What stocks does Third Avenue Management own?

In Third Avenue Management's portfolio as of 30 Sep 2025, the top 5 holdings are (TDW) TIDEWATER INC (9.00%), (HCC) WARRIOR MET COAL INC (7.94%), (VAL) VALARIS LTD (5.63%), (BN) BROOKFIELD CORP (4.82%) and (FPH) FIVE POINT HOLDINGS LLC-CL A (4.73%).

To see the historical data of Third Avenue Management's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Third Avenue Management's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $532M+
Period: 2025 Q3
Number of stock: 50
Update: 14 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
TDW
TIDEWATER INC
9.00%
874,667
$54.80
35.66% $74.34
$47,931,752
-0.06% (-490)
-0.01%
TPH
TRI POINTE HOMES INC
1.00%
155,855
$34.28
36.96% $46.95
$5,342,709
+0.02% (+25)
+0.00%
UHAL.B
U-HAUL HOLDING CO-NON VOTING
2.49%
259,225
$51.15
-
$13,259,359
-0.11% (-285)
-0.00%
UMBF
UMB FINANCIAL CORP
2.17%
97,518
$118.30
9.13% $129.10
$11,536,379
-5.10% (-5,245)
-0.12%
UNF
UNIFIRST CORP/MA
0.81%
25,929
$166.31
58.78% $264.07
$4,312,252
+11.02% (+2,573)
+0.08%
VAL
VALARIS LTD
5.63%
585,602
$51.22
78.43% $91.39
$29,994,534
-0.05% (-319)
-0.00%
VC
VISTEON CORP
0.23%
10,298
$121.05
0.50% $120.44
$1,246,573
HCC
WARRIOR MET COAL INC
7.94%
641,916
$65.92
50.03% $98.90
$42,315,103
+0.04% (+232)
+0.00%
WCC
WESCO INTERNATIONAL INC
0.80%
20,093
$212.69
66.08% $353.23
$4,273,580
WY
WEYERHAEUSER CO
0.76%
161,920
$24.95
3.53% $24.07
$4,039,904
-26.68% (-58,929)
-0.28%
10 of 50

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
DB
DEUTSCHE BANK AG-REGISTERED
1,021,558
-5.67%
HBB
HAMILTON BEACH BRAND-A
131,461
-0.44%
MRP
MILLROSE PROPERTIES
50,697
-0.27%
ORI
OLD REPUBLIC INTL CORP
98,535
-0.71%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.