What Third Avenue Management bought and sold in Q4 2025
In Q4 2025, Third Avenue Management (Third Avenue Management) opened 4 new positions — including DB (2.4%), FSV (0.5%), FLG (0.5%), added to 7, trimmed 3, exited 3 (CMA, SEB, VC). The book stood at $550M across 51 positions, filed Feb 12, 2026.
4New7Added3Trimmed3Exited
New positions (4)
Added to (7)
- BCCBoise Cascade CO+57% shares · 5.8% · $32M
- BNBrookfield Corp+45% shares · 4.6% · $25M
- FNFFidelity National Financial+73% shares · 2.0% · $11M
- AMHAmerican Homes 4 Rent- A+46% shares · 1.6% · $9M
- OSGOctave Specialty Group Inc+30% shares · 1.1% · $6M
- ALGAlamo Group Inc+61% shares · 0.7% · $4M
- BXCBluelinx Holdings Inc+39% shares · 0.7% · $4M
Trimmed (3)
Exited (3)
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.