What stocks does Third Avenue Management own? — Third Avenue Management LLC portfolio & 13F holdings

Third Avenue Management runs Third Avenue Management LLC, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $550M across 51 positions. The largest holdings are Warrior Met Coal Inc., Tidewater Inc., and Boise Cascade Company (Warrior Met Coal Inc. alone is 9.3% of the book).

New positions opened in the latest quarter include Deutsche Bank AG, F&G Annuities and Life, and FirstService Corp.. Recently exited names: Comerica Inc., Seaboard Corp., and Visteon Corp..