Third Avenue Management LLC
- SEC CIK
- 0001099281
- 最新申報
- 2026/8/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 61
- 2020 年第 4 季沒有 13F 資料
- 總值
- $7.56 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FPHFive Point Holdings, LLC | COM CL A | 8,965,823 | $6,778 萬 | 9.0% | – | – | 歷史 |
| LEN.BLennar Corp | CL B | 481,800 | $3,967 萬 | 5.2% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 872,661 | $3,883 萬 | 5.1% | – | – | 歷史 |
| TDWTidewater Inc | COM | 2,544,775 | $3,189 萬 | 4.2% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 853,583 | $3,039 萬 | 4.0% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 272,646 | $2,890 萬 | 3.8% | – | – | 歷史 |
| RYNRayonier Inc | COM | 848,516 | $2,737 萬 | 3.6% | – | – | 歷史 |
| HAHawaiian Holdings Inc | COM | 1,026,032 | $2,737 萬 | 3.6% | – | – | 歷史 |
| UHALU-Haul Holding Co | COM | 43,922 | $2,691 萬 | 3.6% | – | – | 歷史 |
| CMAComerica Inc | COM | 373,158 | $2,677 萬 | 3.5% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 130,621 | $2,484 萬 | 3.3% | – | – | 歷史 |
| JBGSJBG Smith Properties | COM | 773,937 | $2,460 萬 | 3.3% | – | – | 歷史 |
| ORIOld Republic International Corp | COM | 1,115,258 | $2,436 萬 | 3.2% | – | – | 歷史 |
| HCCWarrior Met Coal, Inc. | COM | 1,385,558 | $2,374 萬 | 3.1% | – | – | 歷史 |
| MHKMohawk Industries Inc | COM | 96,311 | $1,852 萬 | 2.4% | – | – | 歷史 |
| EXPEagle Materials Inc | COM | 128,792 | $1,731 萬 | 2.3% | – | – | 歷史 |
| AMHAmerican Homes 4 Rent | CL A | 485,718 | $1,619 萬 | 2.1% | – | – | 歷史 |
| LAZLazard, Inc. | SHS A | 368,858 | $1,605 萬 | 2.1% | – | – | 歷史 |
| Cooper Tire & Rubr Co216831107 | COM | 252,680 | $1,415 萬 | 1.9% | – | – | – |
| UMBFUmb Financial Corp | COM | 146,136 | $1,349 萬 | 1.8% | – | – | 歷史 |
| CBRECbre Group, Inc. | CL A | 167,601 | $1,326 萬 | 1.8% | – | – | 歷史 |
| TPHSTrinity Place Holdings Inc. | COM | 6,080,226 | $1,271 萬 | 1.7% | – | – | 歷史 |
| LENLennar Corp | CL A | 123,408 | $1,205 萬 | 1.6% | – | – | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 261,182 | $1,062 萬 | 1.4% | – | – | 歷史 |
| FRFirst Industrial Realty Trust Inc | COM | 209,555 | $959.6 萬 | 1.3% | – | – | 歷史 |
| WASHWashington Trust Bancorp Inc | COM | 182,745 | $943.6 萬 | 1.2% | – | – | 歷史 |
| VNOVornado Realty Trust | SH BEN INT | 206,546 | $937.6 萬 | 1.2% | – | – | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 32,256 | $876.9 萬 | 1.2% | – | – | 歷史 |
| SEBSeaboard Corp | COM | 2,336 | $862.0 萬 | 1.1% | – | – | 歷史 |
| SRGSeritage Growth Properties | CL A | 447,833 | $821.8 萬 | 1.1% | – | – | 歷史 |
| PBProsperity Bancshares Inc | COM | 107,928 | $808.3 萬 | 1.1% | – | – | 歷史 |
| PRAProassurance Corp | COM | 297,038 | $794.9 萬 | 1.1% | – | – | 歷史 |
| FRPHFRP Holdings, Inc. | COM | 150,583 | $741.2 萬 | 1.0% | – | – | 歷史 |
| ICFIICF International, Inc. | Stock | 83,673 | $731.4 萬 | 1.0% | – | – | 歷史 |
| MYRGMyr Group Inc. | COM | 101,309 | $726.1 萬 | 1.0% | – | – | 歷史 |
| SBSISouthside Bancshares Inc | COM | 166,620 | $641.7 萬 | 0.8% | – | – | 歷史 |
| KALUKaiser Aluminum Corp | COM PAR $0.01 | 52,160 | $576.4 萬 | 0.8% | – | – | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 45,788 | $513.6 萬 | 0.7% | – | – | 歷史 |
| ALGAlamo Group Inc | COM | 31,880 | $497.9 萬 | 0.7% | – | – | 歷史 |
| BATRAAtlanta Braves Holdings, Inc. | COM A BRAVES GRP | 174,128 | $496.5 萬 | 0.7% | – | – | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 232,961 | $474.4 萬 | 0.6% | – | – | 歷史 |
| ATNIATN International, Inc. | COM | 93,903 | $461.3 萬 | 0.6% | – | – | 歷史 |
| CALMCal-Maine Foods Inc | COM NEW | 116,094 | $446.1 萬 | 0.6% | – | – | 歷史 |
| CETCentral Securities Corp | COM | 111,210 | $421.6 萬 | 0.6% | – | – | 歷史 |
| HBBHamilton Beach Brands Holding Co | COM CL A | 227,223 | $412.0 萬 | 0.5% | – | – | 歷史 |
| AAMIAcadian Asset Management Inc. | COM | 193,259 | $393.9 萬 | 0.5% | – | – | 歷史 |
| FIXComfort Systems USA Inc | COM | 52,390 | $391.8 萬 | 0.5% | – | – | 歷史 |
| VCVisteon Corp | COM NEW | 31,848 | $388.4 萬 | 0.5% | – | – | 歷史 |
| UNFUnifirst Corp | COM | 14,942 | $334.3 萬 | 0.4% | – | – | 歷史 |
| DORMDorman Products, Inc. | COM | 26,078 | $267.7 萬 | 0.4% | – | – | 歷史 |
| MACMacerich Co | COM | 164,679 | $192.7 萬 | 0.3% | – | – | 歷史 |
| ROICRetail Opportunity Investments Corp | COM | 75,000 | $119.1 萬 | 0.2% | – | – | 歷史 |
| PCHPotlatchdeltic Corp | COM | 20,000 | $105.9 萬 | 0.1% | – | – | 歷史 |
| CTOCTO Realty Growth, Inc. | COM | 19,293 | $100.4 萬 | 0.1% | – | – | 歷史 |
| GRBKGreen Brick Partners, Inc. | COM | 40,000 | $90.8 萬 | 0.1% | – | – | 歷史 |
| STCStewart Information Services Corp | COM | 17,000 | $88.5 萬 | 0.1% | – | – | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 13,000 | $60.0 萬 | 0.1% | – | – | 歷史 |
| RMRRMR Group Inc. | CL A | 14,000 | $57.2 萬 | 0.1% | – | – | 歷史 |
| Monmouth Real Estate Investment Corp609720107 | CL A | 30,000 | $53.1 萬 | 0.1% | – | – | – |
| CIOCity Office REIT, Inc. | COM | 46,000 | $48.9 萬 | 0.1% | – | – | 歷史 |
| FCNFti Consulting, Inc | COM | 101 | $1.50 萬 | <0.1% | – | – | 歷史 |