13F filing recap · Q3 2025
What did Third Avenue Management buy in Q3 2025?
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
$532.68M
Positions
50
Estimated turnover
18.8%
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 new positions in Boise Cascade Company and Rogers Corporation, and exited Millrose Properties, Old Republic International, Deutsche Bank, and Hamilton Beach Brands. It substantially increased its stake in Champion Homes while substantially trimming Investors Title Co. The firm also made moderate reductions in Myr Group, Rayonier, First Industrial Realty Trust, Frp Holdings, and Weyerhaeuser, and slightly trimmed a number of other holdings including Tidewater, Valaris, and CBRE Group.