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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 35 项增持 6减持 26清仓 3

方向

标的

Δ市值

现股数(环比)

减持

FPH Five Point Holdings LLC - CL A

-$15.8M

5,409,751 -29%

减持

RYN Rayonier Inc.

-$4.9M

500,520 -6%

减持

HCC Warrior Met Coal Inc.

-$3.6M

1,373,234 -2%

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。

IVT Inventrust Properties Corp.

减持

— Brookfield Asset Mgmt. CL A

-$3.5M

532,797 -6%

减持

PLD Prologis Inc.

-$3.3M

177,041 -2%

清仓

VC Visteon Corp.

-$3.3M

0 -100%

减持

WY Weyerhaeuser Company

-$2.8M

529,073 -2%

减持

CMA Comerica Inc.

-$2.7M

303,559 -8%

减持

FRPH FRP Holdings Inc.

-$2.2M

128,915 -15%

减持

— Valaris Ltd.

+$2.1M

323,551 -0%

减持

STRS Stratus Properties Inc.

-$2.1M

76,058 -37%

增持

— Lazard Ltd.

+$1.7M

460,733 +15%

减持

CALM Cal-Maine Foods, Inc.

-$1.7M

28,403 -57%

减持

AMH American Homes 4 Rent

-$1.5M

427,130 -2%

减持

CBRE CBRE Group, Inc.

-$1.4M

180,799 -2%

减持

ORI Old Republic International Corp.

-$1.3M

838,063 -0%

减持

TDW Tidewater Inc.

+$1.1M

2,097,857 -0%

减持

SPHR Madison Square Garden Entertainment

-$901.0K

83,237 -4%

减持

HBB Hamilton Beach Brand

-$818.0K

570,298 -5%

清仓

NXRT NexPoint Residential Trust, Inc.

-$813.0K

0 -100%

减持

TPHS Trinity Place Holdings

-$783.0K

5,313,022 -2%

减持

UHAL Amerco

+$756.0K

37,095 -2%

增持

— Hawaiian Holdings Inc.

+$646.0K

900,988 +15%

减持

FR First Industrial Realty Trust, Inc.

-$608.0K

163,152 -2%

减持

LOW Lowe's Companies Inc.

-$560.0K

75,766 -11%

增持

— Tri Pointe Group Inc.

+$500.0K

307,305 +25%

增持

— Proassurance Corp.

-$444.0K

337,035 +13%

减持

GRBK Green Brick Partners

-$402.0K

5,000 -81%

减持

FNF FNF Group

-$316.0K

200,223 -2%

增持

KALU Kaiser Aluminum Corp.

-$180.0K

64,315 +23%

减持

LEN/B Lennar Corp - Class B

-$151.0K

393,471 -2%

增持

CTO CTO Realty Growth, Inc.

-$95.0K

57,879 +200%

清仓

— Wheeler REIT Series B Convertible Preferred Stock

-$84.0K

0 -100%

减持

DHI DR Horton Inc.

-$70.0K

224,212 -2%