THIRD AVENUE MANAGEMENT LLC
NEW YORK NY · SEC CIK 0001099281
$6.25亿2026Q2 申报市值
55持仓数
50.2%前十大占比 · 第一大 10.0%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RHI 加仓+$934.60万
Taylor Morrison 新建仓+$616.54万
MMS 新建仓+$398.28万
Hongkong Land Ho 新建仓+$391.81万
BCC 加仓+$311.02万
2026Q2 卖出最多 按季末市值估算
ROG 减仓-$1,464.42万
MYRG 减仓-$788.28万
Tri Pointe Group 清仓-$728.31万
Proassurance Cor 清仓-$644.22万
HCC 减仓-$637.95万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TDW | Tidewater Inc | $6,224.05万 | 9.95% | 934,121 | 12,940 | 1.4% | $86.22万 | 加仓 |
| BCC | Boise Cascade Co | $4,673.99万 | 7.47% | 602,086 | 40,065 | 7.1% | $311.02万 | 加仓 |
| VAL | Valaris Ltd | $3,748.43万 | 5.99% | 516,313 | 8,127 | 1.6% | $59.00万 | 加仓 |
| RHI | Robert Half Inc | $3,709.59万 | 5.93% | 1,208,336 | 304,431 | 33.7% | $934.60万 | 加仓 |
| HOG | Harley-Davidson Inc | $3,622.23万 | 5.79% | 1,480,880 | 18,210 | 1.2% | $44.54万 | 加仓 |
| HCC | Warrior Met Coal Inc | $2,316.29万 | 3.70% | 285,398 | -78,604 | -21.6% | -$637.95万 | 减仓 |
| FPH | Five Point Holdings LLC | $1,947.87万 | 3.11% | 3,696,155 | -165,007 | -4.3% | -$86.96万 | 减仓 |
| CBRE | CBRE Group Inc | $1,830.38万 | 2.93% | 135,896 | -434 | -0.3% | -$5.85万 | 减仓 |
| BN | Brookfield Corp | $1,682.00万 | 2.69% | 394,929 | -86,566 | -18.0% | -$368.68万 | 减仓 |
| UHAL/B | U-Haul Holding Co | $1,637.94万 | 2.62% | 283,872 | -503 | -0.2% | -$2.90万 | 减仓 |
| PLD | Prologis Inc | $1,420.04万 | 2.27% | 104,823 | -21,122 | -16.8% | -$286.14万 | 减仓 |
| LEN/B | Lennar Corp | $1,327.62万 | 2.12% | 149,658 | 6,815 | 4.8% | $60.46万 | 加仓 |
| PHM | PulteGroup Inc | $1,305.02万 | 2.09% | 95,111 | -17 | -0.0% | -$2,333 | 减仓 |
| ECPG | Encore Capital Group Inc | $1,210.13万 | 1.94% | 129,717 | -12,795 | -9.0% | -$119.36万 | 减仓 |
| DHI | DR Horton Inc | $1,127.21万 | 1.80% | 69,205 | -4,631 | -6.3% | -$75.43万 | 减仓 |
| UMBF | UMB Financial Corp | $1,117.03万 | 1.79% | 78,245 | 0 | 0.0% | — | 不变 |
| SUI | Sun Communities Inc | $1,096.62万 | 1.75% | 91,454 | -1 | -0.0% | -$120 | 减仓 |
| ROG | Rogers Corp | $1,008.31万 | 1.61% | 61,584 | -89,441 | -59.2% | -$1,464.42万 | 减仓 |
| JLL | Jones Lang LaSalle Inc | $993.48万 | 1.59% | 32,053 | -354 | -1.1% | -$10.97万 | 减仓 |
| FNF | Fidelity National Financial In | $910.75万 | 1.46% | 193,119 | -336 | -0.2% | -$1.58万 | 减仓 |
| SKY | Champion Homes Inc | $886.28万 | 1.42% | 100,576 | -181 | -0.2% | -$1.59万 | 减仓 |
| FSV | FirstService Corp | $880.39万 | 1.41% | 61,951 | 11,499 | 22.8% | $163.41万 | 加仓 |
| AMH | American Homes 4 Rent | $878.42万 | 1.40% | 262,058 | -462 | -0.2% | -$1.55万 | 减仓 |
| OSG | Octave Specialty Group Inc | $837.33万 | 1.34% | 1,341,879 | 668 | 0.0% | $4,168 | 加仓 |
| BKD | Brookdale Senior Living Inc | $796.17万 | 1.27% | 494,826 | 31,162 | 6.7% | $50.14万 | 加仓 |
| PB | Prosperity Bancshares Inc | $746.13万 | 1.19% | 102,168 | 0 | 0.0% | — | 不变 |
| ICFI | ICF International Inc | $720.53万 | 1.15% | 98,893 | 27,157 | 37.9% | $197.87万 | 加仓 |
| — | Supernus Pharmaceuticals Inc | $710.32万 | 1.14% | 152,724 | 0 | 0.0% | — | 不变 |
| ALG | Alamo Group Inc | $695.22万 | 1.11% | 42,265 | 7,933 | 23.1% | $130.49万 | 加仓 |
| COLL | Collegium Pharmaceutical Inc | $661.17万 | 1.06% | 182,645 | 27,502 | 17.7% | $99.56万 | 加仓 |
| — | Catalyst Pharmaceuticals Inc | $660.54万 | 1.06% | 210,161 | 0 | 0.0% | — | 不变 |
| MYRG | MYR Group Inc | $653.82万 | 1.05% | 13,066 | -15,753 | -54.7% | -$788.28万 | 减仓 |
| BATRA | Atlanta Braves Holdings Inc | $630.00万 | 1.01% | 111,880 | -52,558 | -32.0% | -$295.95万 | 减仓 |
| — | Taylor Morrison Home Corp | $616.54万 | 0.99% | 85,941 | 85,941 | — | $616.54万 | 新建仓 |
| ITIC | Investors Title Co | $599.20万 | 0.96% | 21,894 | 0 | 0.0% | — | 不变 |
| PBF | PBF Energy Inc | $596.54万 | 0.95% | 131,050 | 0 | 0.0% | — | 不变 |
| WCC | WESCO International Inc | $585.95万 | 0.94% | 16,963 | -2,280 | -11.8% | -$78.76万 | 减仓 |
| KALU | Kaiser Aluminum Corp | $583.92万 | 0.93% | 29,848 | -33 | -0.1% | -$6,456 | 减仓 |
| UNF | UniFirst Corp/MA | $550.13万 | 0.88% | 20,802 | -7,632 | -26.8% | -$201.84万 | 减仓 |
| QLYS | Qualys Inc | $537.86万 | 0.86% | 39,120 | 0 | 0.0% | — | 不变 |
| CET | Central Securities Corp | $534.00万 | 0.85% | 101,812 | 0 | 0.0% | — | 不变 |
| FLG | Flagstar Bank NA | $494.87万 | 0.79% | 331,241 | 0 | 0.0% | — | 不变 |
| SD | SandRidge Energy Inc | $483.00万 | 0.77% | 352,558 | 21,740 | 6.6% | $29.78万 | 加仓 |
| OCFC | OceanFirst Financial Corp | $481.73万 | 0.77% | 246,662 | 0 | 0.0% | — | 不变 |
| FR | First Industrial Realty Trust | $475.14万 | 0.76% | 77,498 | -3,518 | -4.3% | -$21.57万 | 减仓 |
| LXU | LSB Industries Inc | $411.96万 | 0.66% | 381,096 | 0 | 0.0% | — | 不变 |
| SBSI | Southside Bancshares Inc | $411.30万 | 0.66% | 116,879 | 0 | 0.0% | — | 不变 |
| BXC | BlueLinx Holdings Inc | $398.32万 | 0.64% | 64,369 | 0 | 0.0% | — | 不变 |
| MMS | Maximus Inc | $398.28万 | 0.64% | 74,085 | 74,085 | — | $398.28万 | 新建仓 |
| — | Hongkong Land Holdings Ltd | $391.81万 | 0.63% | 550,300 | 550,300 | — | $391.81万 | 新建仓 |
| WY | Weyerhaeuser Co | $388.06万 | 0.62% | 162,097 | -280 | -0.2% | -$6,703 | 减仓 |
| CRAI | CRA International Inc | $296.25万 | 0.47% | 20,819 | 20,819 | — | $296.25万 | 新建仓 |
| FRPH | FRP Holdings Inc | $267.79万 | 0.43% | 107,160 | 0 | 0.0% | — | 不变 |
| COMP | Compass Inc | $231.15万 | 0.37% | 187,469 | 0 | 0.0% | — | 不变 |
| BATRK | Atlanta Braves Holdings Inc | $135.08万 | 0.22% | 26,027 | -77 | -0.3% | -$3,996 | 减仓 |
| — | Tri Pointe Group Inc. | $0 | 0.00% | 0 | -155,855 | -100.0% | -$728.31万 | 清仓 |
| — | Proassurance Corp. | $0 | 0.00% | 0 | -260,608 | -100.0% | -$644.22万 | 清仓 |