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THIRD AVENUE MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

THIRD AVENUE MANAGEMENT LLC

报告期 2026-03-31 · CIK 0001099281

持仓数

53

前50大市值合计

$611.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

TDW Tidewater Inc.

COM

$77.0M

921,181

12.6%

— Valaris Ltd.

COM

$49.8M

508,186

8.2%

BCC Boise Cascade Company

COM

$42.6M

562,021

7.0%

HCC Warrior Met Coal Inc.

COM

$33.9M

364,002

5.5%

HOG Harley-Davidson Inc

COM

$29.6M

1,462,670

4.8%

RHI Robert Half, Inc.

COM

$23.0M

903,905

3.8%

BN Brookfield Corp.

COM

$19.5M

481,495

3.2%

FPH Five Point Holdings LLC - CL A

COM

$18.7M

3,861,162

3.1%

CBRE CBRE Group, Inc.

COM

$18.5M

136,330

3.0%

PLD Prologis Inc.

COM

$16.6M

125,945

2.7%

ROG Rogers Corp.

COM

$16.2M

151,025

2.7%

UHAL/B U-Haul Holding Company

COM

$12.7M

284,375

2.1%

LEN/B Lennar Corp - Class B

CL B

$12.0M

142,843

2.0%

SUI Sun Communities Inc.

COM

$11.5M

91,455

1.9%

PHM PulteGroup Inc.

COM

$11.2M

95,128

1.8%

DHI DR Horton Inc.

COM

$10.1M

73,836

1.7%

ECPG Encore Capital Group Inc.

COM

$10.0M

142,512

1.6%

JLL Jones Lang Lasalle

COM

$9.9M

32,407

1.6%

FNF FNF Group

COM

$9.0M

193,455

1.5%

UMBF UMB Financial Corporation

COM

$8.8M

78,245

1.4%

MYRG MYR Group Inc.

COM

$8.1M

28,819

1.3%

SUPN Supernus Pharmaceuticals, Inc.

COM

$7.9M

152,724

1.3%

BATRA Atlanta Braves Holdings Inc - A

COM

$7.8M

164,438

1.3%

SKY Champion Homes, Inc.

COM

$7.5M

100,757

1.2%

AMH American Homes 4 Rent

CL A

$7.3M

262,520

1.2%

— Tri Pointe Group Inc.

COM

$7.3M

155,855

1.2%

UNF UniFirst Corporation

COM

$7.2M

28,434

1.2%

FSV FirstService Corp.

COM

$7.0M

50,452

1.1%

PB Prosperity Bancshares Inc.

COM

$6.9M

102,168

1.1%

— Proassurance Corp.

COM

$6.4M

260,608

1.1%

BKD Brookdale Senior Living Inc.

COM

$6.3M

463,664

1.0%

PBF PBF Energy Inc.

CL A

$6.2M

131,050

1.0%

OSG Octave Specialty Group

COM

$6.2M

1,341,211

1.0%

LXU LSB Industries Inc.

COM

$5.7M

381,096

0.9%

ALG Alamo Group, Inc.

COM

$5.7M

34,332

0.9%

SD Sandridge Energy Inc.

COM

$5.4M

330,818

0.9%

WCC Wesco International

COM

$5.3M

19,243

0.9%

CPRX Catalyst Pharmaceuticals

COM

$5.2M

210,161

0.9%

COLL Collegium Pharmaceutical Inc.

COM

$5.1M

155,143

0.8%

CET Central Securities Corporation

COM

$5.1M

101,812

0.8%

ITIC Investors Title Co.

COM

$4.8M

21,894

0.8%

FR First Industrial Realty Trust, Inc.

COM

$4.7M

81,016

0.8%

ICFI ICF International, Inc.

COM

$4.7M

71,736

0.8%

OCFC OceanFirst Financial Trust

COM

$4.4M

246,662

0.7%

FLG Flagstar Bank

COM

$4.4M

331,241

0.7%

WY Weyerhaeuser Company

COM

$4.0M

162,377

0.6%

SBSI Southside Bancshares Inc.

COM

$3.6M

116,879

0.6%

KALU Kaiser Aluminum Corp.

COM

$3.6M

29,881

0.6%

BXC Bluelinx Holdings Inc.

COM

$3.5M

64,369

0.6%

QLYS Qualy's, Inc.

COM

$3.4M

39,120

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

42%前 6 大占比

TDW12.6%Valaris Ltd.8.2%BCC7.0%HCC5.5%HOG4.8%RHI3.8%