All Stocks Held By Third Avenue Management LLC

As of 12/31/2023, we find all stocks held by Third Avenue Management LLC to be as follows, presented in the table below with each row detailing each Third Avenue Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Third Avenue Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Third Avenue Management LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
Warrior Met Coal Inc.	967,899	-299,454	$59,013
HCC	967,899	-299,454	$59,013
Tidewater Inc.	703,631	-105,554	$50,739
TDW	703,631	-105,554	$50,739
Deutsche Bank AG	2,486,569	+1,228	$33,961
DB	2,486,569	+1,228	$33,961
Valaris Ltd.	420,007	+281	$28,800
VAL	420,007	+281	$28,800
Comerica Inc.	476,269	+373	$26,581
CMA	476,269	+373	$26,581
Old Republic International Corp.	827,421	+864	$24,326
ORI	827,421	+864	$24,326
Lennar Corp Class B			$23,286
LEN.B	173,710	-32,162	$23,286
U Haul Holding Company			$20,843
UHAL.B	294,413	-17,546	$20,738
UHAL	1,456	UNCH	$105
Brookfield Corp.	488,274	-32,078	$19,590
BN	488,274	-32,078	$19,590
DR Horton Inc.	122,998	-35,816	$18,693
DHI	122,998	-35,816	$18,693
CBRE Group Inc.	182,200	+1,298	$16,961
CBRE	182,200	+1,298	$16,961
Prologis Inc.	116,373	-6,316	$15,513
PLD	116,373	-6,316	$15,513
Weyerhaeuser Company	370,142	-65,102	$12,870
WY	370,142	-65,102	$12,870
UMB Financial Corporation	149,284	UNCH	$12,473
UMBF	149,284	UNCH	$12,473
American Homes 4 Rent	338,379	-16,882	$12,168
AMH	338,379	-16,882	$12,168
Hawaiian Holdings Inc.	815,579	-746,546	$11,581
HA	815,579	-746,546	$11,581
Rayonier Inc.	338,721	-79,472	$11,317
RYN	338,721	-79,472	$11,317
Inventrust Properties Corp.	415,675	-16,745	$10,533
IVT	415,675	-16,745	$10,533
Five Point Holdings LLC CL A	3,294,796	-451,079	$10,115
FPH	3,294,796	-451,079	$10,115
Jones Lang Lasalle	51,990	-22,268	$9,819
JLL	51,990	-22,268	$9,819
MYR Group Inc.	67,757	-13,049	$9,800
MYRG	67,757	-13,049	$9,800
Encore Capital Group Inc.	170,678	UNCH	$8,662
ECPG	170,678	UNCH	$8,662
Seaboard Corp.	2,334	+1	$8,333
SEB	2,334	+1	$8,333
First Industrial Realty Trust Inc.	154,848	-2,910	$8,156
FR	154,848	-2,910	$8,156
Hamilton Beach Brand	457,577	-111,827	$8,003
HBB	457,577	-111,827	$8,003
FRP Holdings Inc.	126,489	UNCH	$7,954
FRPH	126,489	UNCH	$7,954
Kaiser Aluminum Corp.	110,739	+14,018	$7,884
KALU	110,739	+14,018	$7,884
ICF International Inc.	57,779	UNCH	$7,748
ICFI	57,779	UNCH	$7,748
Atlanta Braves Holdings Inc A	164,438	UNCH	$7,035
BATRA	164,438	UNCH	$7,035
Prosperity Bancshares Inc. (PB)	101,965	UNCH	$6,906
PB	101,965	UNCH	$6,906
Sun Communities Inc.	50,634	+14,107	$6,767
SUI	50,634	+14,107	$6,767
Alamo Group Inc.	31,880	UNCH	$6,701
ALG	31,880	UNCH	$6,701
Lowe s Companies Inc.	29,730	-27,262	$6,616
LOW	29,730	-27,262	$6,616
Southside Bancshares Inc. (SBSI)	209,426	UNCH	$6,559
SBSI	209,426	UNCH	$6,559
Washington Trust Bancorp.	199,119	-95,875	$6,447
WASH	199,119	-95,875	$6,447
Investors Title Co.	39,164	+9,565	$6,350
ITIC	39,164	+9,565	$6,350
Proassurance Corp.	443,619	UNCH	$6,118
PRA	443,619	UNCH	$6,118
FNF Group	117,953	-3,254	$6,018
FNF	117,953	-3,254	$6,018
Tri Pointe Group Inc.	155,997	UNCH	$5,522
TPH	155,997	UNCH	$5,522
Brookfield Asset Mgmt. CL A	131,670	+1,233	$5,289
BAM	131,670	+1,233	$5,289
Supernus Pharmaceuticals Inc.	159,717	+43,168	$4,622
SUPN	159,717	+43,168	$4,622
LSB Industries Inc.	473,214	+442,596	$4,406
LXU	473,214	+442,596	$4,406
Central Securities Corporation	111,210	UNCH	$4,200
CET	111,210	UNCH	$4,200
Comfort Systems USA Inc.	19,434	-6,270	$3,997
FIX	19,434	-6,270	$3,997
UniFirst Corporation	19,837	UNCH	$3,628
UNF	19,837	UNCH	$3,628
Madison Square Garden Entertainment	105,583	-5,669	$3,586
SPHR	105,583	-5,669	$3,586
Collegium Pharmaceutical Inc.	83,120	+83,120	$2,558
COLL	83,120	+83,120	$2,558
Retail Opportunity Investments Corp.	90,000	UNCH	$1,263
ROIC	90,000	UNCH	$1,263
CTO Realty Growth Inc.	63,000	UNCH	$1,092
CTO	63,000	UNCH	$1,092
Equity Commonwealth	55,000	UNCH	$1,056
EQC	55,000	UNCH	$1,056
The RMR Group Inc.	37,000	UNCH	$1,045
RMR	37,000	UNCH	$1,045
Atlanta Braves Holdings Inc C	26,000	+300	$1,029
BATRK	26,000	+300	$1,029
Stewart Information Services Corp.	17,000	UNCH	$999
STC	17,000	UNCH	$999
Whitestone REIT	80,000	UNCH	$983
COM	80,000	UNCH	$983
Potlatchdeltic Corp.	20,000	UNCH	$982
PCH	20,000	UNCH	$982
Elme Communities	65,000	UNCH	$949
ELME	65,000	UNCH	$949
Trinity Place Holdings	5,127,786	UNCH	$569
TPHS	5,127,786	UNCH	$569
Green Brick Partners	5,000	+0	$260
GRBK	5,000	UNCH	$260
Lazard Ltd.	0	-550,206	$0 (exited)
LAZ	0	-550,206	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
COLL	+83,120	+$2,558

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
LAZ	-550,206	-$17,073

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
LXU	+442,596	+$4,092
SUPN	+43,168	+$1,349
SUI	+14,107	+$2,443
KALU	+14,018	+$791
ITIC	+9,565	+$1,976
CBRE	+1,298	+$3,701
BAM	+1,233	+$884
DB	+1,228	+$6,706
ORI	+864	+$1,786
CMA	+373	+$7,160

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
HA	-746,546	+$1,380
FPH	-451,079	-$748
HCC	-299,454	-$5,698
HBB	-111,827	+$880
TDW	-105,554	-$7,749
WASH	-95,875	-$1,603
RYN	-79,472	-$493
WY	-65,102	-$409
DHI	-35,816	+$1,395

Third Avenue Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $609,274
At 09/30/2023: $596,452

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

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