Third Avenue Management — Recent Sells
Third Avenue Management · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 12, 2026 · Last updated
Third Avenue Management fully exited 2 positions and reduced 23 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $35.1M. Largest exit: Tri Pointe Group Inc. (was $7.3M).
Fully exited (2)
Reduced positions (23)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| RHI | Robert Half Inc | 1208336 | $37.1M | 5.93% | 33.7% |
| HCC | Warrior Met Coal Inc | 285398 | $23.2M | 3.70% | -21.6% |
| FPH | Five Point Holdings LLC | 3696155 | $19.5M | 3.11% | -4.3% |
| CBRE | CBRE Group Inc | 135896 | $18.3M | 2.93% | -0.3% |
| BN | Brookfield Corp | 394929 | $16.8M | 2.69% | -18.0% |
| UHAL-B | U-Haul Holding Co | 283872 | $16.4M | 2.62% | -0.2% |
| PLD | Prologis Inc | 104823 | $14.2M | 2.27% | -16.8% |
| PHM | PulteGroup Inc | 95111 | $13.1M | 2.09% | -0.0% |
| ECPG | Encore Capital Group Inc | 129717 | $12.1M | 1.94% | -9.0% |
| DHI | DR Horton Inc | 69205 | $11.3M | 1.80% | -6.3% |
| SUI | Sun Communities Inc | 91454 | $11.0M | 1.75% | -0.0% |
| JLL | Jones Lang LaSalle Inc | 32053 | $9.9M | 1.59% | -1.1% |
| FNF | Fidelity National Financial In | 193119 | $9.1M | 1.46% | -0.2% |
| SKY | Champion Homes Inc | 100576 | $8.9M | 1.42% | -0.2% |
| AMH-PG | American Homes 4 Rent | 262058 | $8.8M | 1.40% | -0.2% |
| MYRG | MYR Group Inc | 13066 | $6.5M | 1.05% | -54.7% |
| BATRA | Atlanta Braves Holdings Inc | 111880 | $6.3M | 1.01% | -32.0% |
| WCC | WESCO International Inc | 16963 | $5.9M | 0.94% | -11.8% |
| KALU | Kaiser Aluminum Corp | 29848 | $5.8M | 0.93% | -0.1% |
| UNF | UniFirst Corp/MA | 20802 | $5.5M | 0.88% | -26.8% |
| FR | First Industrial Realty Trust | 77498 | $4.8M | 0.76% | -4.3% |
| WY | Weyerhaeuser Co | 162097 | $3.9M | 0.62% | -0.2% |
| BATRB | Atlanta Braves Holdings Inc | 26027 | $1.4M | 0.22% | -0.3% |