THIRD AVENUE MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FPH | 4.11M | $23.00M |
 | TDW | 873K | $44.10M |
 | LXU | 789K | $6.71M |
 | AMBC | 782K | $6.08M |
 | VAL | 584K | $29.45M |
 | HCC | 583K | $51.43M |
 | BN | 548K | $25.15M |
 | BCC | 430K | $31.65M |
 | CTLP | 370K | $3.93M |
 | DB | 337K | $13.00M |
 | SD | 331K | $4.77M |
 | PRA | 293K | $7.08M |
 | AMH | 279K | $8.94M |
 | UHAL-B | 259K | $12.12M |
 | FLG | 217K | $2.74M |
 | FNF | 205K | $11.21M |
 | COLL | 203K | $9.42M |
 | ROG | 199K | $18.27M |
 | OCFC | 193K | $3.46M |
 | SUPN | 189K | $9.42M |
Five Point Holdings, LLC
FPH
Shares Held
4.11M
Value
$23.00M
Tidewater Inc.
TDW
Shares Held
873K
Value
$44.10M
LSB Industries, Inc.
LXU
Shares Held
789K
Value
$6.71M
Ambac Financial Group, Inc.
AMBC
Shares Held
782K
Value
$6.08M
Valaris Limited
VAL
Shares Held
584K
Value
$29.45M
Warrior Met Coal, Inc.
HCC
Shares Held
583K
Value
$51.43M
Brookfield Corporation
BN
Shares Held
548K
Value
$25.15M
Boise Cascade Company
BCC
Shares Held
430K
Value
$31.65M
Cantaloupe, Inc.
CTLP
Shares Held
370K
Value
$3.93M
Deutsche Bank AG
DB
Shares Held
337K
Value
$13.00M
SandRidge Energy, Inc.
SD
Shares Held
331K
Value
$4.77M
ProAssurance Corporation
PRA
Shares Held
293K
Value
$7.08M
American Homes 4 Rent
AMH
Shares Held
279K
Value
$8.94M
U-Haul Holding Company
UHAL-B
Shares Held
259K
Value
$12.12M
Flagstar Financial, Inc.
FLG
Shares Held
217K
Value
$2.74M
Fidelity National Financial, Inc.
FNF
Shares Held
205K
Value
$11.21M
Collegium Pharmaceutical, Inc.
COLL
Shares Held
203K
Value
$9.42M
Rogers Corporation
ROG
Shares Held
199K
Value
$18.27M
OceanFirst Financial Corp.
OCFC
Shares Held
193K
Value
$3.46M
Supernus Pharmaceuticals, Inc.
SUPN
Shares Held
189K
Value
$9.42M