THIRD AVENUE MANAGEMENT LLC

报告期 2026-03-31 · CIK 0001099281

持仓数

前50大市值合计

$611.2M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q1 调仓2021-12-31 → 2022-03-31 · 共 32 项建仓 1增持 13减持 16清仓 2

方向

标的

Δ市值

现股数(环比)

增持

TDW Tidewater Inc.

+$23.4M

2,105,930 +1%

减持

LEN/B Lennar Corp - Class B

-$13.3M

474,491 -1%

增持

IVT Inventrust Properties Corp.

+$12.2M

843,778 +67%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

ESS Essex Property Trust, Inc.

-$10.5M

0 -100%

减持

LOW Lowe's Companies Inc.

-$9.3M

101,406 -12%

清仓

— Preferred Apartment Communities

-$8.2M

0 -100%

增持

— Hawaiian Holdings Inc.

+$6.0M

1,220,901 +24%

增持

— Valaris Ltd.

+$5.5M

320,736 +3%

减持

— Brookfield Asset Mgmt. CL A

-$4.5M

681,791 -4%

增持

UHAL Amerco

-$4.3M

43,678 +4%

增持

FPH Five Point Holdings LLC - CL A

-$3.6M

8,749,913 +0%

增持

— Lazard Ltd.

-$3.3M

370,581 +0%

减持

PLD Prologis Inc.

-$3.2M

242,225 -4%

减持

CBRE CBRE Group, Inc.

-$2.8M

163,849 -0%

减持

WY Weyerhaeuser Company

-$2.8M

766,619 -1%

减持

JBGS JBG Smith Properties

-$2.8M

239,262 -30%

增持

— Catchmark Timber Trust Inc.

+$2.6M

406,444 +359%

增持

HBB Hamilton Beach Brand

+$2.4M

610,367 +88%

减持

CMA Comerica Inc.

-$2.4M

331,210 -11%

减持

AMH American Homes 4 Rent

-$2.0M

498,444 -1%

减持

CALM Cal-Maine Foods, Inc.

-$1.5M

66,044 -53%

减持

HCC Warrior Met Coal Inc.

+$1.5M

1,332,711 -29%

减持

FIX Comfort Systems USA Inc.

-$1.4M

42,400 -19%

增持

ORI Old Republic International Corp.

+$1.3M

848,127 +1%

减持

UMBF UMB Financial Corporation

-$1.2M

128,952 -0%

减持

FR First Industrial Realty Trust, Inc.

-$959.0K

198,141 -1%

增持

AAMI Brightsphere Investment Group

+$935.0K

137,908 +47%

减持

FNF FNF Group

-$932.0K

246,915 -1%

减持

RYN Rayonier Inc.

+$457.0K

762,370 -0%

建仓

DHI DR Horton Inc.

+$226.0K

3,028

增持

— Wheeler REIT Series D Preferred Stock

+$165.0K

24,000 +100%

增持

— Wheeler REIT Series B Convertible Preferred Stock

+$99.0K

27,000 +125%