Third Avenue Management – Largest Position Reductions (2025 Q3)
This report summarizes the most meaningful reductions and sell-offs made by Third Avenue Management in 2025 Q3. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| TDW | 874,667 | $54.8 | Reduced | -0.06% | 8.99% | $47.93M | 2025 Q3 |
| VAL | 585,602 | $51.22 | Reduced | -0.05% | 5.63% | $29.99M | 2025 Q3 |
| FPH | 4,113,917 | $6.13 | Reduced | -0.29% | 4.73% | $25.22M | 2025 Q3 |
| CBRE | 154,672 | $156.56 | Reduced | -6.09% | 4.54% | $24.22M | 2025 Q3 |
| LEN.B | 147,843 | $121.97 | Reduced | -0.13% | 3.38% | $18.03M | 2025 Q3 |
| PLD | 145,394 | $116.48 | Reduced | -0.09% | 3.18% | $16.94M | 2025 Q3 |
| JLL | 51,619 | $297.31 | Reduced | -0.14% | 2.88% | $15.35M | 2025 Q3 |
| DHI | 78,078 | $172.44 | Reduced | -0.14% | 2.53% | $13.46M | 2025 Q3 |
| UHAL.B | 259,225 | $51.15 | Reduced | -0.11% | 2.49% | $13.26M | 2025 Q3 |
| PHM | 96,766 | $134.44 | Reduced | -0.17% | 2.44% | $13.01M | 2025 Q3 |
| SUI | 96,786 | $128.5 | Reduced | -0.44% | 2.33% | $12.44M | 2025 Q3 |
| UMBF | 97,518 | $118.3 | Reduced | -5.10% | 2.16% | $11.54M | 2025 Q3 |
| CMA | 156,314 | $69.09 | Reduced | -8.70% | 2.03% | $10.8M | 2025 Q3 |
| PRA | 364,013 | $23.98 | Reduced | -5.36% | 1.64% | $8.73M | 2025 Q3 |
| MYRG | 35,554 | $202 | Reduced | -34.88% | 1.35% | $7.18M | 2025 Q3 |
| ITIC | 21,883 | $268.88 | Reduced | -38.79% | 1.10% | $5.88M | 2025 Q3 |
| RYN | 218,052 | $26.92 | Reduced | -15.53% | 1.10% | $5.87M | 2025 Q3 |
| FR | 106,342 | $52.07 | Reduced | -19.84% | 1.04% | $5.54M | 2025 Q3 |
| FRPH | 178,530 | $24.05 | Reduced | -15.56% | 0.81% | $4.29M | 2025 Q3 |
| WY | 161,920 | $24.95 | Reduced | -26.68% | 0.76% | $4.04M | 2025 Q3 |
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