Marty Whitman
Third Avenue Management
Third Avenue Management Portfolio 13F
Third Avenue Management Holdings Activity
- Portfolio value:
- $532.68M≈ (+$48M≈)
- Previous value:
- $484.93M≈
- # of changes:
- 31
- New positions:
- 2
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 14 Nov 2025
Third Avenue Management has disclosed a total of 31 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 5, bought 2 totally new, decreased the number of shares of 20 and completely sold out 4 position(s).
What stocks did Third Avenue Management buy in 2025 Q3?
During 2025 Q3 Third Avenue Management has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (HCC) Warrior Met Coal Inc (added shares +0.04%), (BCC) Boise Cascad Llc (new buy), (ROG) Rogers Corp (new buy), (SKY) Skyline Corp (added shares +77.75%) and (TPH) TRI Pointe Homes Inc (added shares +0.02%).
31 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Boise Cascad Llc
|
new
|
+273,705
|
273,705
|
+3.98%
|
$77.38
|
-2.08%($75.77)
|
3.98%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Rogers Corp
|
new
|
+199,368
|
199,368
|
+3.06%
|
$81.83
|
+52.73%($124.98)
|
3.06%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Skyline Corp
|
+77.75%
|
+46,544
|
106,409
|
+0.68%
|
$77.88
|
+2.93%($80.16)
|
1.56%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Unifirst Corp
|
+11.02%
|
+2,573
|
25,929
|
+0.08%
|
$166.31
|
+76.28%($293.16)
|
0.81%
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
|
|
|
OceanFirst Financial Corp
|
+0.06%
|
+93
|
162,331
|
+0%
|
$17.36
|
+11.09%($19.28)
|
0.53%
|
2024 Q4
|
≈ 1.00 year
|
|
|
|
Warrior Met Coal Inc
|
+0.04%
|
+232
|
641,916
|
+0%
|
$65.92
|
+20.68%($79.55)
|
7.94%
|
2017 Q4
|
≈ 8.00 years
|
|
|
|
TRI Pointe Homes Inc
|
+0.02%
|
+25
|
155,855
|
+0%
|
$34.28
|
|
1.00%
|
2017 Q1
|
≈ 8.75 years
|
|
|
|
Valaris Ltd
|
-0.05%
|
-319
|
585,602
|
-0%
|
$51.22
|
+53.94%($78.85)
|
5.63%
|
2021 Q3
|
≈ 4.25 years
|
|
|
|
Tidewater Inc
|
-0.06%
|
-490
|
874,667
|
-0.01%
|
$54.80
|
+36.93%($75.04)
|
9.00%
|
2017 Q3
|
≈ 8.25 years
|
|
|
|
Prologis Inc
|
-0.09%
|
-128
|
145,394
|
-0%
|
$116.48
|
+24.20%($144.67)
|
3.18%
|
2020 Q1
|
≈ 5.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.