THIRD AVENUE MANAGEMENT LLC

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    51

  • Value ($000)

    $550,215

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0001099281
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
HCC

Warrior Met Coal Inc.

COM
$51.43M
9 %

583,320

---

Tidewater Inc.

COM
$44.1M
8 %

873,071

BCC

Boise Cascade Company

COM
$31.65M
6 %

429,999

---

Valaris Ltd.

COM
$29.45M
5 %

584,373

BN

Brookfield Corp.

COM
$25.15M
5 %

548,119

CBRE

CBRE Group, Inc.

COM
$23.61M
4 %

146,835

FPH

Five Point Holdings LLC - CL A

COM
$23M
4 %

4,113,917

PLD

Prologis Inc.

COM
$18.57M
3 %

145,451

RG6

Rogers Corp.

COM
$18.27M
3 %

199,474

LEN.B

Lennar Corp - Class B

CL B
$14.08M
3 %

148,008

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