What did Third Avenue Management buy in Q4 2024?

Third Avenue Management opened 2 new positions (OSG, OCFC) and added to 4 existing holdings in the Q4 2024 13F.

What did Third Avenue Management sell in Q4 2024?

Third Avenue Management exited 2 positions (LAZ, TPHS) and trimmed 4.

What Third Avenue Management bought and sold in Q4 2024

In Q4 2024, Third Avenue Management (Third Avenue Management) opened 2 new positions — including OSG (0.6%), OCFC (0.2%), added to 4, trimmed 4, exited 2 (LAZ, TPHS). The book stood at $517M across 59 positions, filed Feb 13, 2025.

2New4Added4Trimmed2Exited

Share𝕏 in

New positions (2)

OSGOctave Specialty Group Inc0.6% · $3M
OCFCOceanfirst Financial Corp0.2% · $1M

Added to (4)

TDWTidewater Inc+22% shares · 6.2% · $32M
FPHFive Point Holdings Llc-cl A+25% shares · 3.0% · $16M
PBFPbf Energy Inc-class A+52% shares · 0.7% · $3M
VTMXCorp Inmobiliaria Vesta-adr+150% shares · 0.1% · $640K

Trimmed (4)

HCCWarrior Met Coal Inc-26% shares · 6.2% · $32M
CMAComerica Inc-36% shares · 3.6% · $19M
WYWeyerhaeuser CO-28% shares · 1.2% · $6M
IVTInventrust Properties Corp-79% shares · 0.2% · $1M

Exited (2)

LAZLazard Incwas 3.0% of book
TPHSTrinity Place Holdings Incwas <0.1% of book

Third Avenue Management's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Third Avenue Management's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.