Third Avenue Management

Latest statistics and disclosures from Third Avenue Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Third Avenue Management

Companies in the Third Avenue Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Five Point Holdings (FPH) 8.73 11.65M 5.07
Brookfield Asset Management (BAM) 7.04 1.08M 44.25
Jbg Smith Properties (JBGS) 5.80 1.23M 31.83
Vornado Realty Trust (VNO) 5.47 1.02M +76% 36.21
Weyerhaeuser Company (WY) 4.61 1.84M -30% 16.95
Prologis (PLD) 4.38 368.93k NEW 80.37
Rayonier (RYN) 4.26 1.22M -4% 23.55
Lennar Corporation (LEN.B) 4.25 993.18k -12% 28.92
Lennar Corporation (LEN) 3.48 614.09k -30% 38.33
Essex Property Trust (ESS) 3.18 97.73k NEW 220.24
AMER (UHAL) 3.16 73.60k -8% 290.55
Public Storage (PSA) 2.98 101.53k NEW 198.62
Tidewater (TDW) 2.90 2.77M 7.08
Warrior Met Coal (HCC) 2.90 1.85M +3% 10.62
Lowe's Companies (LOW) 2.15 169.22k NEW 86.05
Eagle Materials (EXP) 2.11 244.40k +37% 58.42
Mohawk Industries (MHK) 1.88 166.60k +13% 76.24
Hawaiian Holdings (HA) 1.88 1.22M +10% 10.44
Old Republic International Corporation (ORI) 1.80 797.17k NEW 15.25
Trinity Pl Holdings (TPHS) 1.63 6.05M +3% 1.82
MYR (MYRG) 1.49 383.61k 26.19
First Industrial Realty Trust (FR) 1.48 302.13k -46% 33.23
Fnf (FNF) 1.36 370.37k +41% 24.88
Cbre Group Inc Cl A (CBRE) 1.31 235.12k NEW 37.71
FedEx Corporation (FDX) 1.28 71.51k NEW 121.27
Comerica Incorporated (CMA) 1.03 237.16k -28% 29.34
UMB Financial Corporation (UMBF) 1.00 146.26k +10% 46.38
ICF International (ICFI) 0.95 93.67k 68.70
Atn Intl (ATNI) 0.95 109.00k -20% 58.71
Customers Ban (CUBI) 0.91 561.12k 10.93
Cal-Maine Foods (CALM) 0.89 136.93k NEW 43.99
Seritage Growth Pptys Cl A (SRG) 0.88 651.61k +94% 9.11
Frp Holdings (FRPH) 0.84 131.76k 43.00
FTI Consulting (FCN) 0.76 42.96k -42% 119.77
Comfort Systems USA (FIX) 0.73 134.63k 36.55
Seaboard Corporation (SEB) 0.71 1.71k 2813.23
Ali (ALCO) 0.64 140.45k 31.04
Alamo (ALG) 0.61 46.71k 88.79
Argan (AGX) 0.61 119.45k -28% 34.57
Southside Bancshares (SBSI) 0.56 125.47k -31% 30.40
Cooper Tire & Rubber Company (CTB) 0.56 232.70k +57% 16.30
Visteon Corporation (VC) 0.51 71.85k 47.99
Prosperity Bancshares (PB) 0.44 61.15k 48.26
Central Securities (CET) 0.42 111.21k NEW 25.82
UniFirst Corporation (UNF) 0.42 18.95k 151.10
EMCOR (EME) 0.42 45.79k -34% 61.33
Genpact (G) 0.37 85.59k -29% 29.21
Carter Bank & Trust Martinsvil (CARE) 0.37 268.98k 9.18
Dorman Products (DORM) 0.36 43.60k 55.28
Kaiser Aluminum (KALU) 0.36 34.77k 69.29
Cullen/Frost Bankers (CFR) 0.35 42.33k 55.80
Macerich Company (MAC) 0.30 356.56k -74% 5.63
Tri Pointe Homes (TPH) 0.28 215.39k -57% 8.77
Seacor Marine Hldgs (SMHI) 0.23 358.07k 4.38
Liberty Media Corp Delaware Com A Braves Grp (BATRA) 0.20 68.72k NEW 19.50
Green Brick Partners (GRBK) 0.10 80.00k +33% 8.05
iShares Dow Jones US Real Estate (IYR) 0.09 9.00k NEW 69.67
Nexpoint Residential Tr (NXRT) 0.09 23.00k NEW 25.22
Jernigan Cap (JCAP) 0.08 48.58k +142% 10.97
Potlatch Corporation (PCH) 0.07 16.00k NEW 31.44
Retail Opportunity Investments (ROIC) 0.07 55.00k NEW 8.29
Stewart Information Services Corporation (STC) 0.07 17.00k NEW 26.71
City Office Reit (CIO) 0.06 55.00k NEW 7.24
Rmr Group Inc cl a (RMR) 0.06 14.00k NEW 27.00
Consolidated-Tomoka Land 0.05 8.00k NEW 45.38
Monmouth R.E. Inv (MNR) 0.05 30.00k NEW 12.07
Front Yard Residential Corp (RESI) 0.05 30.00k +16% 11.97

Past Filings by Third Avenue Management

View past SEC 13F filings by Third Avenue Management

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