Back to all firms
Third Avenue Management
Third Avenue Management
Portfolio Value: $550.2M
Holdings: 51
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| BCC | 6.5 | 5.75% | Add 57% | 430.0K | $31.6M | $73.60 | — | — |
| DB | 6.3 | 2.36% | Buy | 337.2K | $13.0M | $38.56 | — | — |
| FSV | 5.9 | 0.53% | Buy | 18.7K | $2.9M | $155.53 | — | — |
| FBC | 5.9 | 0.50% | Buy | 217.3K | $2.7M | $12.59 | — | — |
| FG | 5.8 | 0.07% | Buy | 12.3K | $380K | $30.85 | — | — |
| FNF | 5.7 | 2.04% | Add 73% | 205.3K | $11.2M | $54.59 | — | — |
| ALG | 5.5 | 0.73% | Add 61% | 24.0K | $4.0M | $167.87 | — | — |
| BN | 5.3 | 4.57% | Add 45% | 548.1K | $25.2M | $45.89 | $47.08 | +2.6% |
| AMH | 4.6 | 1.62% | Add 46% | 278.5K | $8.9M | $32.10 | — | — |
| AMBC | 4.5 | 1.11% | Add 30% | 782.1K | $6.1M | $7.78 | — | — |
| BXC | 4.5 | 0.72% | Add 39% | 64.3K | $4.0M | $61.43 | — | — |
| PLD | 3.5 | 3.37% | Add <1% | 145.5K | $18.6M | $127.66 | — | — |
| ROG | 3.5 | 3.32% | Add <1% | 199.5K | $18.3M | $91.57 | — | — |
| UNF | 3.5 | 1.00% | Add 10% | 28.4K | $5.5M | $192.90 | — | — |
| ICFI | 3.5 | 0.82% | Add 12% | 52.9K | $4.5M | $85.30 | — | — |
| WY | 3.5 | 0.74% | Add 6% | 171.6K | $4.1M | $23.69 | — | — |
| OCFCP | 3.4 | 0.63% | Add 19% | 192.8K | $3.5M | $17.95 | — | — |
| LEN-B | 3.3 | 2.56% | Add <1% | 148.0K | $14.1M | $95.12 | — | — |
| 023586506 | 3.3 | 2.20% | Add <1% | 259.2K | $12.1M | $46.74 | — | — |
| SUI | 3.3 | 2.18% | Add <1% | 96.9K | $12.0M | $123.91 | — | — |
| PHM | 3.3 | 2.15% | Add 4% | 100.7K | $11.8M | $117.26 | — | — |
| RRR | 3.2 | 2.05% | Add <1% | 78.2K | $11.3M | $144.03 | — | — |
| ITIC | 3.0 | 0.99% | Add <1% | 21.9K | $5.5M | $249.64 | — | — |
| SD | 3.0 | 0.87% | Add <1% | 330.8K | $4.8M | $14.43 | — | — |
| FPH | 2.7 | 4.18% | Hold | 4.11M | $23.0M | $5.59 | — | — |
| WCC | 2.4 | 0.90% | Add 1% | 20.3K | $5.0M | $244.64 | $355.31 | +45.2% |
| TDW | 2.0 | 8.01% | Reduce <1% | 873.1K | $44.1M | $50.51 | — | — |
| VAL | 2.0 | 5.35% | Reduce <1% | 584.4K | $29.5M | $50.40 | $95.02 | +88.5% |
| KALU | 2.0 | 1.78% | Reduce 5% | 85.4K | $9.8M | $114.86 | — | — |
| COLL | 2.0 | 1.71% | Hold | 203.4K | $9.4M | $46.30 | — | — |
| SUPN | 2.0 | 1.71% | Hold | 189.5K | $9.4M | $49.70 | — | — |
| ECPG | 2.0 | 1.69% | Hold | 171.0K | $9.3M | $54.35 | — | — |
| SKY | 2.0 | 1.63% | Hold | 106.4K | $9.0M | $84.50 | — | — |
| FRBA | 2.0 | 1.09% | Reduce 2% | 104.7K | $6.0M | $57.27 | — | — |
| MYRG | 1.9 | 1.41% | Hold | 35.6K | $7.8M | $218.50 | — | — |
| PB | 1.9 | 1.28% | Hold | 102.2K | $7.1M | $69.11 | — | — |
| BATRA | 1.9 | 1.27% | Hold | 164.4K | $7.0M | $42.49 | — | — |
| 502160104 | 1.9 | 1.22% | Hold | 789.4K | $6.7M | $8.50 | — | — |
| CET | 1.8 | 0.94% | Hold | 101.8K | $5.2M | $50.71 | — | — |
| TPH | 1.8 | 0.89% | Hold | 155.9K | $4.9M | $31.47 | — | — |
| CTLP | 1.7 | 0.71% | Hold | 370.0K | $3.9M | $10.62 | — | — |
| PBF | 1.7 | 0.65% | Hold | 131.1K | $3.6M | $27.12 | — | — |
| BATRA | 1.6 | 0.19% | Hold | 26.1K | $1.0M | $39.45 | — | — |
| HCC | 1.0 | 9.35% | Reduce 9% | 583.3K | $51.4M | $88.17 | $85.87 | -2.6% |
| CBRE | 1.0 | 4.29% | Reduce 5% | 146.8K | $23.6M | $160.79 | — | — |
| UMBF | 1.0 | 1.64% | Reduce 20% | 78.2K | $9.0M | $115.04 | — | — |
| PRA | 1.0 | 1.29% | Reduce 20% | 293.0K | $7.1M | $24.16 | — | — |
| RYN | 1.0 | 0.74% | Reduce 14% | 188.3K | $4.1M | $21.65 | — | — |
| JLL | 0.0 | 2.10% | Reduce 33% | 34.4K | $11.6M | $336.47 | — | — |
| SBSI | 0.0 | 0.65% | Reduce 44% | 116.9K | $3.6M | $30.39 | — | — |
| FRPH | 0.0 | 0.44% | Reduce 40% | 107.4K | $2.4M | $22.79 | — | — |
| SEB | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| CMA | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| VC | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |