13F filing recap · Q4 2024
What did Third Avenue Management buy in Q4 2024?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Third Avenue account, including accounts that belong to no fund below.
Stock value
$516.83M
Positions
59
Estimated turnover
13.9%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Third Avenue Management opened positions in Octave Specialty Group and Oceanfirst Financial, while exiting Lazard and Trinity Place Holdings. The firm trimmed Deutsche Bank, Warrior Met Coal, Brookfield Corporation, U-Haul Holding, and Weyerhaeuser, and substantially reduced Comerica and Inventrust Properties. Notable increases included Tidewater, Five Point Holdings, Collegium Pharmaceutical, Sandridge Energy, and PBF Energy, with a dramatic boost to Vesta Real Estate Corporation.