THIRD AVENUE MANAGEMENT LLC
NEW YORK NY · SEC CIK 0001099281
$6.16亿2026Q1 申报市值
53持仓数
53.4%前十大占比 · 第一大 12.5%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HOG 新建仓+$2,957.52万
RHI 新建仓+$2,295.92万
BCC 加仓+$1,001.39万
BKD 新建仓+$634.29万
Catalyst Pharmac 新建仓+$520.36万
2026Q1 卖出最多 按季末市值估算
HCC 减仓-$2,042.95万
DB 清仓-$1,300.22万
VAL 减仓-$746.94万
KALU 减仓-$668.61万
LXU 减仓-$608.44万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DB | Deutsche Bank AG | $0 | 0.00% | 0 | -337,193 | -100.0% | -$1,300.22万 | 清仓 |
| RYN | Rayonier Inc. | $0 | 0.00% | 0 | -188,340 | -100.0% | -$407.76万 | 清仓 |
| — | Cantaloupe, Inc. | $0 | 0.00% | 0 | -370,013 | -100.0% | -$392.95万 | 清仓 |
| FG | F&G Annuities and Life | $0 | 0.00% | 0 | -12,319 | -100.0% | -$38.00万 | 清仓 |
| BATRK | Atlanta Braves Holdings Inc - C | $111.46万 | 0.18% | 26,104 | 0 | 0.0% | — | 不变 |
| COMP | Compass Inc. | $137.04万 | 0.22% | 187,469 | 187,469 | — | $137.04万 | 新建仓 |
| FRPH | FRP Holdings Inc. | $234.47万 | 0.38% | 107,160 | -269 | -0.3% | -$5,886 | 减仓 |
| QLYS | Qualy's, Inc. | $343.67万 | 0.56% | 39,120 | 39,120 | — | $343.67万 | 新建仓 |
| BXC | Bluelinx Holdings Inc. | $348.75万 | 0.57% | 64,369 | 30 | 0.0% | $1,625 | 加仓 |
| KALU | Kaiser Aluminum Corp. | $360.10万 | 0.58% | 29,881 | -55,482 | -65.0% | -$668.61万 | 减仓 |
| SBSI | Southside Bancshares Inc. | $363.38万 | 0.59% | 116,879 | 0 | 0.0% | — | 不变 |
| WY | Weyerhaeuser Company | $396.69万 | 0.64% | 162,377 | -9,205 | -5.4% | -$22.49万 | 减仓 |
| FLG | Flagstar Bank | $436.24万 | 0.71% | 331,241 | 113,936 | 52.4% | $150.05万 | 加仓 |
| OCFC | OceanFirst Financial Trust | $444.98万 | 0.72% | 246,662 | 53,855 | 27.9% | $97.15万 | 加仓 |
| ICFI | ICF International, Inc. | $468.36万 | 0.76% | 71,736 | 18,872 | 35.7% | $123.22万 | 加仓 |
| FR | First Industrial Realty Trust, Inc. | $468.68万 | 0.76% | 81,016 | -23,712 | -22.6% | -$137.17万 | 减仓 |
| ITIC | Investors Title Co. | $475.84万 | 0.77% | 21,894 | 0 | 0.0% | — | 不变 |
| CET | Central Securities Corporation | $505.60万 | 0.82% | 101,812 | 0 | 0.0% | — | 不变 |
| COLL | Collegium Pharmaceutical Inc. | $513.06万 | 0.83% | 155,143 | -48,258 | -23.7% | -$159.59万 | 减仓 |
| — | Catalyst Pharmaceuticals | $520.36万 | 0.84% | 210,161 | 210,161 | — | $520.36万 | 新建仓 |
| WCC | Wesco International | $526.53万 | 0.85% | 19,243 | -1,052 | -5.2% | -$28.78万 | 减仓 |
| SD | Sandridge Energy Inc. | $539.56万 | 0.88% | 330,818 | 0 | 0.0% | — | 不变 |
| ALG | Alamo Group, Inc. | $566.38万 | 0.92% | 34,332 | 10,323 | 43.0% | $170.30万 | 加仓 |
| LXU | LSB Industries Inc. | $567.83万 | 0.92% | 381,096 | -408,351 | -51.7% | -$608.44万 | 减仓 |
| OSG | Octave Specialty Group | $623.66万 | 1.01% | 1,341,211 | 559,118 | 71.5% | $259.99万 | 加仓 |
| PBF | PBF Energy Inc. | $624.06万 | 1.01% | 131,050 | 0 | 0.0% | — | 不变 |
| BKD | Brookdale Senior Living Inc. | $634.29万 | 1.03% | 463,664 | 463,664 | — | $634.29万 | 新建仓 |
| — | Proassurance Corp. | $644.22万 | 1.05% | 260,608 | -32,382 | -11.1% | -$80.05万 | 减仓 |
| PB | Prosperity Bancshares Inc. | $686.36万 | 1.11% | 102,168 | 0 | 0.0% | — | 不变 |
| FSV | FirstService Corp. | $700.98万 | 1.14% | 50,452 | 31,738 | 169.6% | $440.97万 | 加仓 |
| UNF | UniFirst Corporation | $715.37万 | 1.16% | 28,434 | 0 | 0.0% | — | 不变 |
| — | Tri Pointe Group Inc. | $728.31万 | 1.18% | 155,855 | 0 | 0.0% | — | 不变 |
| AMH | American Homes 4 Rent | $732.96万 | 1.19% | 262,520 | -15,992 | -5.7% | -$44.65万 | 减仓 |
| SKY | Champion Homes, Inc. | $749.33万 | 1.22% | 100,757 | -5,652 | -5.3% | -$42.03万 | 减仓 |
| BATRA | Atlanta Braves Holdings Inc - A | $775.33万 | 1.26% | 164,438 | 0 | 0.0% | — | 不变 |
| — | Supernus Pharmaceuticals, Inc. | $789.43万 | 1.28% | 152,724 | -36,769 | -19.4% | -$190.06万 | 减仓 |
| MYRG | MYR Group Inc. | $813.62万 | 1.32% | 28,819 | -6,735 | -18.9% | -$190.14万 | 减仓 |
| UMBF | UMB Financial Corporation | $882.53万 | 1.43% | 78,245 | 0 | 0.0% | — | 不变 |
| FNF | FNF Group | $897.24万 | 1.46% | 193,455 | -11,865 | -5.8% | -$55.03万 | 减仓 |
| JLL | Jones Lang Lasalle | $986.21万 | 1.60% | 32,407 | -1,944 | -5.7% | -$59.16万 | 减仓 |
| ECPG | Encore Capital Group Inc. | $999.29万 | 1.62% | 142,512 | -28,510 | -16.7% | -$199.91万 | 减仓 |
| DHI | DR Horton Inc. | $1,013.18万 | 1.64% | 73,836 | -4,358 | -5.6% | -$59.80万 | 减仓 |
| PHM | PulteGroup Inc. | $1,118.80万 | 1.82% | 95,128 | -5,556 | -5.5% | -$65.34万 | 减仓 |
| SUI | Sun Communities Inc. | $1,151.97万 | 1.87% | 91,455 | -5,467 | -5.6% | -$68.86万 | 减仓 |
| LEN/B | Lennar Corp - Class B | $1,201.60万 | 1.95% | 142,843 | -5,165 | -3.5% | -$43.45万 | 减仓 |
| UHAL/B | U-Haul Holding Company | $1,270.30万 | 2.06% | 284,375 | 25,129 | 9.7% | $112.25万 | 加仓 |
| ROG | Rogers Corp. | $1,620.95万 | 2.63% | 151,025 | -48,449 | -24.3% | -$520.00万 | 减仓 |
| PLD | Prologis Inc. | $1,664.74万 | 2.70% | 125,945 | -19,506 | -13.4% | -$257.83万 | 减仓 |
| CBRE | CBRE Group, Inc. | $1,846.73万 | 3.00% | 136,330 | -10,505 | -7.2% | -$142.30万 | 减仓 |
| FPH | Five Point Holdings LLC - CL A | $1,868.80万 | 3.03% | 3,861,162 | -252,755 | -6.1% | -$122.33万 | 减仓 |
| BN | Brookfield Corp. | $1,948.61万 | 3.16% | 481,495 | -66,624 | -12.2% | -$269.63万 | 减仓 |
| RHI | Robert Half, Inc. | $2,295.92万 | 3.73% | 903,905 | 903,905 | — | $2,295.92万 | 新建仓 |
| HOG | Harley-Davidson Inc | $2,957.52万 | 4.80% | 1,462,670 | 1,462,670 | — | $2,957.52万 | 新建仓 |
| HCC | Warrior Met Coal Inc. | $3,390.68万 | 5.50% | 364,002 | -219,318 | -37.6% | -$2,042.95万 | 减仓 |
| BCC | Boise Cascade Company | $4,262.93万 | 6.92% | 562,021 | 132,022 | 30.7% | $1,001.39万 | 加仓 |
| VAL | Valaris Ltd. | $4,982.26万 | 8.09% | 508,186 | -76,187 | -13.0% | -$746.94万 | 减仓 |
| TDW | Tidewater Inc. | $7,696.47万 | 12.49% | 921,181 | 48,110 | 5.5% | $401.96万 | 加仓 |