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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 36 项建仓 2增持 9减持 21清仓 4

方向

标的

Δ市值

现股数(环比)

减持

FPH Five Point Holdings LLC - CL A

-$23.6M

7,633,374 -13%

减持

PLD Prologis Inc.

-$17.8M

180,974 -25%

增持

DHI DR Horton Inc.

+$14.9M

229,190 +7469%

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。

减持

— Brookfield Asset Mgmt. CL A

-$13.3M

567,612 -17%

减持

— Hawaiian Holdings Inc.

-$12.8M

782,792 -36%

减持

RYN Rayonier Inc.

-$11.5M

532,023 -30%

减持

WY Weyerhaeuser Company

-$11.1M

540,815 -29%

减持

LEN/B Lennar Corp - Class B

-$8.9M

401,412 -15%

减持

UHAL Amerco

-$7.9M

37,918 -13%

减持

IVT Inventrust Properties Corp.

-$7.0M

733,701 -13%

清仓

JBGS JBG Smith Properties

-$7.0M

0 -100%

减持

TPHS Trinity Place Holdings

-$6.9M

5,417,031 -17%

增持

HCC Warrior Met Coal Inc.

-$6.8M

1,394,280 +5%

减持

LOW Lowe's Companies Inc.

-$5.7M

84,670 -17%

减持

FNF FNF Group

-$4.5M

204,676 -17%

减持

AMH American Homes 4 Rent

-$4.5M

436,616 -12%

减持

FR First Industrial Realty Trust, Inc.

-$4.3M

166,781 -16%

清仓

— Catchmark Timber Trust Inc.

-$3.3M

0 -100%

建仓

— Chase Corp.

+$3.1M

40,292

减持

ORI Old Republic International Corp.

-$3.1M

842,024 -1%

增持

— Valaris Ltd.

-$3.0M

324,148 +1%

清仓

DORM Dorman Products, Inc.

-$2.5M

0 -100%

减持

STRS Stratus Properties Inc.

-$2.2M

121,441 -15%

减持

ICFI ICF International, Inc.

-$1.8M

63,802 -24%

增持

CBRE CBRE Group, Inc.

-$1.4M

184,812 +13%

增持

SPHR Madison Square Garden Entertainment

-$1.1M

86,859 +28%

减持

SBSI Southside Bancshares Inc.

-$826.0K

157,109 -4%

减持

PB Prosperity Bancshares Inc.

-$527.0K

101,965 -6%

减持

HBB Hamilton Beach Brand

+$375.0K

602,214 -1%

增持

— Tri Pointe Group Inc.

+$225.0K

245,636 +26%

增持

GRBK Green Brick Partners

+$192.0K

26,000 +63%

增持

— Lazard Ltd.

+$178.0K

399,979 +8%

减持

— Wheeler REIT Series B Convertible Preferred Stock

-$96.0K

17,614 -35%

清仓

— Wheeler Real Estate Investment Trust

-$92.0K

0 -100%

建仓

SUPN Supernus Pharmaceuticals, Inc.

+$72.0K

2,460

增持

RMR The RMR Group Inc.

+$22.0K

26,000 +13%