13FBOX
THIRD AVENUE MANAGEMENT LLC · 13F 持仓分析
期权收益计算器 机构排行

THIRD AVENUE MANAGEMENT LLC

No.3698 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.25亿
环比变动 Q1 2026
+$930.6万+1.5%
持仓股票数
55
新买入
4
加仓
13
减仓
23
清仓
2
持股不变
15
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TTIDEWATER NEWTDW
9.95%12.49%$6,224.0万93.4万股$7,696.5万92.1万股+1.3万股+1.40%加仓
BOISE CASCADE DELBCC
7.47%6.92%$4,674.0万60.2万股$4,262.9万56.2万股+4.0万股+7.13%加仓
VValaris LTD Non-Tradeable AssetVAL
5.99%8.09%$3,748.4万51.6万股$4,982.3万50.8万股+8,127股+1.60%加仓
RROBERT HALFRHI
5.93%3.73%$3,709.6万120.8万股$2,295.9万90.4万股+30.4万股+33.68%加仓
HARLEY DAVIDSON COMHOG
5.79%4.8%$3,622.2万148.1万股$2,957.5万146.3万股+1.8万股+1.24%加仓
WWARRIOR MET COALHCC
3.7%5.5%$2,316.3万28.5万股$3,390.7万36.4万股-7.9万股-21.59%减仓
FIVE POINTFPH
3.11%3.03%$1,947.9万369.6万股$1,868.8万386.1万股-16.5万股-4.27%减仓
CCBRE CL ACBRE
2.93%3%$1,830.4万13.6万股$1,846.7万13.6万股-434股-0.32%减仓
布鲁克菲尔德BN
2.69%3.16%$1,682.0万39.5万股$1,948.6万48.1万股-8.7万股-17.98%减仓
U HAUL HOLDINGSCL
2.62%2.06%$1,637.9万28.4万股$1,270.3万28.4万股-503股-0.18%减仓
PPROLOGIS COMPLD
2.27%2.7%$1,420.0万10.5万股$1,664.7万12.6万股-2.1万股-16.77%减仓
LENNARLEN
2.12%1.95%$1,327.6万15.0万股$1,201.6万14.3万股+6,815股+4.77%加仓
PULTEPHM
2.09%1.82%$1,305.0万9.5万股$1,118.8万9.5万股-17股-0.02%减仓
ENCORE CAPECPG
1.94%1.62%$1,210.1万13.0万股$999.3万14.3万股-1.3万股-8.98%减仓
D R HORTONDHI
1.8%1.64%$1,127.2万6.9万股$1,013.2万7.4万股-4,631股-6.27%减仓
UMB FINLUMBF
1.79%1.43%$1,117.0万7.8万股$882.5万7.8万股00.00%持仓不变
SUN CMNTYS INC COMSUI
1.75%1.87%$1,096.6万9.1万股$1,152.0万9.1万股-1股-0.00%减仓
RROGERSROG
1.61%2.63%$1,008.3万6.2万股$1,621.0万15.1万股-8.9万股-59.22%减仓
仲量联行JLL
1.59%1.6%$993.5万3.2万股$986.2万3.2万股-354股-1.09%减仓
富达·NATL FINL INCFNF
1.46%1.46%$910.7万19.3万股$897.2万19.3万股-336股-0.17%减仓
CHAMPION HOMESSKY
1.42%1.22%$886.3万10.1万股$749.3万10.1万股-181股-0.18%减仓
FIRSTSERVICE NEWFSV
1.41%1.14%$880.4万6.2万股$701.0万5.0万股+1.1万股+22.79%加仓
AMERICAN HOMES 4 RENTAMH
1.4%1.19%$878.4万26.2万股$733.0万26.3万股-462股-0.18%减仓
OOCTAVE SPECIALTY GROUP INC COM NEWOSG
1.34%1.01%$837.3万134.2万股$623.7万134.1万股+668股+0.05%加仓
BBROOKDALE SR LIVINGBKD
1.27%1.03%$796.2万49.5万股$634.3万46.4万股+3.1万股+6.72%加仓
PROSPERITY BANCSHARESPB
1.19%1.11%$746.1万10.2万股$686.4万10.2万股00.00%持仓不变
IICF INTLICFI
1.15%0.76%$720.5万9.9万股$468.4万7.2万股+2.7万股+37.86%加仓
SUPERNUS PHARMACEUTICALSSUPN
1.14%1.28%$710.3万15.3万股$789.4万15.3万股00.00%持仓不变
ALAMOALG
1.11%0.92%$695.2万4.2万股$566.4万3.4万股+7,933股+23.11%加仓
CCOLLEGIUM PHARMACEUTICALCOLL
1.06%0.83%$661.2万18.3万股$513.1万15.5万股+2.8万股+17.73%加仓
CCATALYST PHARMACEUTICALS
1.06%0.84%$660.5万21.0万股$520.4万21.0万股00.00%持仓不变
MMYRMYRG
1.05%1.32%$653.8万1.3万股$813.6万2.9万股-1.6万股-54.66%减仓
ATLANTA BRAVES HLDGS INC COM SER ABATRA
1.01%1.26%$630.0万11.2万股$775.3万16.4万股-5.3万股-31.96%减仓
TTAYLOR MORRISON HOMETMHC*
0.99%$616.5万8.6万股$00股+8.6万股新买入
INVESTORS TITLE CO NC COMITIC
0.96%0.77%$599.2万2.2万股$475.8万2.2万股00.00%持仓不变
PPBF ENERGYPBF
0.95%1.01%$596.5万13.1万股$624.1万13.1万股00.00%持仓不变
WESCO INTLWCC
0.94%0.85%$586.0万1.7万股$526.5万1.9万股-2,280股-11.85%减仓
KKAISER ALUMINIUMKALU
0.93%0.58%$583.9万3.0万股$360.1万3.0万股-33股-0.11%减仓
UNIFIRST MASSUNF
0.88%1.16%$550.1万2.1万股$715.4万2.8万股-7,632股-26.84%减仓
QQualysQLYS
0.86%0.56%$537.9万3.9万股$343.7万3.9万股00.00%持仓不变
CENTRAL SECSCET
0.85%0.82%$534.0万10.2万股$505.6万10.2万股00.00%持仓不变
FLAGSTAR BANK NATIONAL ASSOCFLG
0.79%0.71%$494.9万33.1万股$436.2万33.1万股00.00%持仓不变
SANDRIDGE ENERGY INC COM NEWSD
0.77%0.88%$483.0万35.3万股$539.6万33.1万股+2.2万股+6.57%加仓
OCEANFIRST FINLOCFC
0.77%0.72%$481.7万24.7万股$445.0万24.7万股00.00%持仓不变
FIRST INDL RLTY TRFR
0.76%0.76%$475.1万7.7万股$468.7万8.1万股-3,518股-4.34%减仓
LLSB INDSLXU
0.66%0.92%$412.0万38.1万股$567.8万38.1万股00.00%持仓不变
SOUTHSIDE BANCSHARESSBSI
0.66%0.59%$411.3万11.7万股$363.4万11.7万股00.00%持仓不变
BBLUELINX HLDGS INC COM NEWBXC
0.64%0.57%$398.3万6.4万股$348.8万6.4万股00.00%持仓不变
MAXIMUSMMS
0.64%$398.3万7.4万股$00股+7.4万股新买入
HHongkong Land Holdings Ltd
0.63%$391.8万55.0万股$00股+55.0万股新买入

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