THIRD AVENUE MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FPH | 4.11M | $25.22M |
 | TDW | 875K | $47.93M |
 | LXU | 789K | $6.13M |
 | HCC | 642K | $42.32M |
 | AMBC | 603K | $4.91M |
 | VAL | 586K | $29.99M |
 | BN | 378K | $25.68M |
 | CTLP | 370K | $3.91M |
 | PRA | 364K | $8.73M |
 | SD | 331K | $3.87M |
 | BCC | 274K | $21.18M |
 | UHAL-B | 259K | $13.26M |
 | RYN | 218K | $5.87M |
 | SBSI | 209K | $5.83M |
 | COLL | 203K | $7.15M |
 | ROG | 199K | $16.31M |
 | AMH | 191K | $6.27M |
 | SUPN | 189K | $9.10M |
 | FRPH | 179K | $4.29M |
 | ECPG | 171K | $6.94M |
Five Point Holdings, LLC
FPH
Shares Held
4.11M
Value
$25.22M
Tidewater Inc.
TDW
Shares Held
875K
Value
$47.93M
LSB Industries, Inc.
LXU
Shares Held
789K
Value
$6.13M
Warrior Met Coal, Inc.
HCC
Shares Held
642K
Value
$42.32M
Ambac Financial Group, Inc.
AMBC
Shares Held
603K
Value
$4.91M
Valaris Limited
VAL
Shares Held
586K
Value
$29.99M
Brookfield Corporation
BN
Shares Held
378K
Value
$25.68M
Cantaloupe, Inc.
CTLP
Shares Held
370K
Value
$3.91M
ProAssurance Corporation
PRA
Shares Held
364K
Value
$8.73M
SandRidge Energy, Inc.
SD
Shares Held
331K
Value
$3.87M
Boise Cascade Company
BCC
Shares Held
274K
Value
$21.18M
U-Haul Holding Company
UHAL-B
Shares Held
259K
Value
$13.26M
Rayonier Inc.
RYN
Shares Held
218K
Value
$5.87M
Southside Bancshares, Inc.
SBSI
Shares Held
209K
Value
$5.83M
Collegium Pharmaceutical, Inc.
COLL
Shares Held
203K
Value
$7.15M
Rogers Corporation
ROG
Shares Held
199K
Value
$16.31M
American Homes 4 Rent
AMH
Shares Held
191K
Value
$6.27M
Supernus Pharmaceuticals, Inc.
SUPN
Shares Held
189K
Value
$9.10M
FRP Holdings, Inc.
FRPH
Shares Held
179K
Value
$4.29M
Encore Capital Group, Inc.
ECPG
Shares Held
171K
Value
$6.94M