HoldingsChannel.com
Third Avenue Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Five Point Holdings LLC CL A 11,648,430 -64,893 $59,058
     FPH11,648,430-64,893$59,058
Lennar Corp Class B      $52,262
     LEN.B993,183-137,205$28,723
     LEN614,088-267,352$23,539
Brookfield Asset Mgmt. CL A 1,075,289 -459 $47,582
     BAM1,075,289-459$47,582
JBG Smith Properties 1,231,736 +9,710 $39,207
     JBGS1,231,736+9,710$39,207
Vornado Realty Trust 1,022,126 +441,462 $37,012
     VNO1,022,126+441,462$37,012
Weyerhaeuser Company 1,837,497 -807,346 $31,146
     WY1,837,497-807,346$31,146
Prologis Inc. 368,926 +368,926 $29,651
     PLD368,926+368,926$29,651
Rayonier Inc. 1,222,685 -59,599 $28,795
     RYN1,222,685-59,599$28,795
Essex Property Trust Inc. 97,734 +97,734 $21,525
     ESS97,734+97,734$21,525
Amerco 73,601 -6,644 $21,385
     UHAL73,601-6,644$21,385
Public Storage Inc. 101,528 +101,528 $20,165
     PSA101,528+101,528$20,165
Tidewater Inc. 2,771,752 +17,141 $19,625
     TDW2,771,752+17,141$19,625
Warrior Met Coal Inc. 1,845,789 +56,386 $19,603
     HCC1,845,789+56,386$19,603
Lowe s Companies Inc. 169,215 +169,215 $14,561
     LOW169,215+169,215$14,561
Eagle Materials Inc. 244,397 +67,046 $14,278
     EXP244,397+67,046$14,278
Mohawk Industries Inc. 166,602 +19,738 $12,702
     MHK166,602+19,738$12,702
Hawaiian Holdings 1,215,738 +118,889 $12,693
     HA1,215,738+118,889$12,693
Old Republic International Corp. 797,168 +797,168 $12,157
     ORI797,168+797,168$12,157
Trinity Place Holdings 6,046,847 +203,936 $11,006
     TPHS6,046,847+203,936$11,006
MYR Group Inc. 383,607 UNCH $10,047
     MYRG383,607UNCH$10,047
First Industrial Realty Trust Inc. 302,128 -260,471 $10,040
     FR302,128-260,471$10,040
FNF Group 370,365 +109,518 $9,215
     FNF370,365+109,518$9,215
CBRE Group Inc. 235,115 +235,115 $8,867
     CBRE235,115+235,115$8,867
FedEx Corporation 71,511 +71,511 $8,672
     FDX71,511+71,511$8,672
Comerica Inc. 237,156 -94,358 $6,959
     CMA237,156-94,358$6,959
UMB Financial Corporation 146,261 +14,106 $6,784
     UMBF146,261+14,106$6,784
ICF International Inc. 93,665 UNCH $6,435
     ICFI93,665UNCH$6,435
ATN International Inc. 109,002 -27,393 $6,400
     ATNI109,002-27,393$6,400
Customers Bancorp Inc 561,121 UNCH $6,134
     CUBI561,121UNCH$6,134
Cal Maine Foods Inc. 136,928 +136,928 $6,023
     CALM136,928+136,928$6,023
Seritage Growth Properties 651,610 +316,761 $5,937
     SRG651,610+316,761$5,937
FRP Holdings Inc. 131,757 UNCH $5,666
     FRPH131,757UNCH$5,666
FTI Consulting Inc. 42,957 -31,107 $5,145
     FCN42,957-31,107$5,145
Comfort Systems USA Inc. 134,629 UNCH $4,921
     FIX134,629UNCH$4,921
Seaboard Corp. 1,708 UNCH $4,805
     SEB1,708UNCH$4,805
Alico Inc. 140,451 UNCH $4,360
     ALCO140,451UNCH$4,360
Alamo Group Inc. 46,706 UNCH $4,147
     ALG46,706UNCH$4,147
Argan Inc. 119,452 -47,302 $4,130
     AGX119,452-47,302$4,130
Southside Bancshares Inc. (SBSI) 125,475 -58,421 $3,814
     SBSI125,475-58,421$3,814
Cooper Tire & Rubber Company 232,698 +84,805 $3,793
     CTB232,698+84,805$3,793
Visteon Corp. 71,849 UNCH $3,448
     VC71,849UNCH$3,448
Prosperity Bancshares Inc. (PB) 61,148 UNCH $2,951
     PB61,148UNCH$2,951
Central Securities Corporation 111,210 +111,210 $2,872
     CET111,210+111,210$2,872
UniFirst Corporation 18,954 UNCH $2,864
     UNF18,954UNCH$2,864
EMCOR Group Inc. 45,788 -24,256 $2,808
     EME45,788-24,256$2,808
Genpact Ltd. 85,591 -35,281 $2,500
     G85,591-35,281$2,500
Carter Bank & Trust 268,982 UNCH $2,470
     CARE268,982UNCH$2,470
Dorman Products Inc. 43,600 UNCH $2,410
     DORM43,600UNCH$2,410
Kaiser Aluminum Corp. 34,769 UNCH $2,409
     KALU34,769UNCH$2,409
Cullen Frost Bankers Inc. 42,331 UNCH $2,362
     CFR42,331UNCH$2,362

See Full List: All Stocks Held By Third Avenue Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Third Avenue Management LLC

Size ($ in 1000's)
At 03/31/2020: $676,264
At 12/31/2019: $1,010,769

Third Avenue Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Third Avenue Management LLC 13F filings. Link to 13F filings: SEC filings

Third Avenue Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.