What did Third Avenue Management buy in Q3 2025?

Third Avenue Management opened 2 new positions (BCC, ROG) and added to 1 existing holding in the Q3 2025 13F.

What did Third Avenue Management sell in Q3 2025?

Third Avenue Management exited 4 positions (DB, ORI, HBB, MRP) and trimmed 3.

What Third Avenue Management bought and sold in Q3 2025

In Q3 2025, Third Avenue Management (Third Avenue Management) opened 2 new positions — including BCC (4.0%), ROG (3.1%), added to 1, trimmed 3, exited 4 (DB, ORI, HBB). The book stood at $533M across 50 positions, filed Nov 14, 2025.

2New1Added3Trimmed4Exited

Share𝕏 in

New positions (2)

BCCBoise Cascade CO4.0% · $21M
ROGRogers Corp3.1% · $16M

Added to (1)

SKYChampion Homes Inc+78% shares · 1.6% · $8M

Trimmed (3)

MYRGMyr Group Inc/delaware-35% shares · 1.3% · $7M
ITICInvestors Title CO-39% shares · 1.1% · $6M
WYWeyerhaeuser CO-27% shares · 0.8% · $4M

Exited (4)

DBDeutsche Bank AGwas 6.2% of book
ORIOld Republic Intl Corpwas 0.8% of book
HBBHamilton Beach Brand-awas 0.5% of book
MRPMillrose Propertieswas 0.3% of book

Third Avenue Management's other filings

Q1 2026 changes Q4 2025 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Third Avenue Management's full portfolio →The whole cohort in Q3 2025 →

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.