What Third Avenue Management bought and sold in Q2 2025
In Q2 2025, Third Avenue Management (Third Avenue Management) opened 3 new positions — including CTLP (0.8%), SKY (0.8%), VC (0.2%), added to 5, trimmed 9, exited 12 (BAM, ELME, CTO). The book stood at $485M across 52 positions, filed Aug 13, 2025.
3New5Added9Trimmed12Exited
New positions (3)
- CTLPCantaloupe Inc0.8% · $4M
- SKYChampion Homes Inc0.8% · $4M
- VCVisteon Corp0.2% · $961K
Added to (5)
Trimmed (9)
- DBDeutsche Bank AG-29% shares · 6.2% · $30M
- CMAComerica Inc-43% shares · 2.1% · $10M
- MYRGMyr Group Inc/delaware-25% shares · 2.0% · $10M
- PRAProassurance Corp-32% shares · 1.8% · $9M
- ORIOld Republic Intl Corp-71% shares · 0.8% · $4M
- ALGAlamo Group Inc-42% shares · 0.7% · $3M
- SEBSeaboard Corp-23% shares · 0.6% · $3M
- HBBHamilton Beach Brand-a-47% shares · 0.5% · $2M
- MRPMillrose Properties-37% shares · 0.3% · $1M
Exited (12)
- BAMBrookfield Asset Mgmt-awas 1.3% of book
- ELMEElme Communitieswas 0.3% of book
- CTOCto Realty Growth Incwas 0.2% of book
- WSRWhitestone Reitwas 0.2% of book
- IVTInventrust Properties Corpwas 0.2% of book
- PCHPotlatchdeltic Corpwas 0.2% of book
- RMRRmr Group Inc/the - Awas 0.1% of book
- VTMXCorp Inmobiliaria Vesta-adrwas 0.1% of book
- STCStewart Information Serviceswas 0.1% of book
- GRBKGreen Brick Partners Incwas 0.1% of book
- UHALU-haul Holding COwas <0.1% of book
- HP5AEquity Commonwealthwas <0.1% of book
Third Avenue Management's other filings
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.