What Third Avenue Management bought and sold in Q1 2026
In Q1 2026, Third Avenue Management (Third Avenue Management) opened 6 new positions — including HOG (4.8%), RHI (3.7%), BKD (1.0%), added to 7, trimmed 6, exited 4 (DB, RYN, CTLP). The book stood at $616M across 53 positions, filed May 13, 2026.
6New7Added6Trimmed4Exited
New positions (6)
Added to (7)
- BCCBoise Cascade CO+31% shares · 6.9% · $43M
- FSVFirstservice Corp+170% shares · 1.1% · $7M
- OSGOctave Specialty Group Inc+71% shares · 1.0% · $6M
- ALGAlamo Group Inc+43% shares · 0.9% · $6M
- ICFIIcf International Inc+36% shares · 0.8% · $5M
- OCFCOceanfirst Financial Corp+28% shares · 0.7% · $4M
- FLGFlagstar Bank NA+52% shares · 0.7% · $4M
Trimmed (6)
Exited (4)
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.