Third Avenue Management Portfolio: Top Holdings - May 2025
Third Avenue Management's top holdings (May 2025) include Deutsche Bank AG (DB), a global banking and financial services company.
Third Avenue Management is an investment firm focused on managing assets for institutions and individuals. The firm operates as an investment advisor, conducting in-house research to inform its investment decisions. Third Avenue Management emphasizes a value-oriented approach to investing across various asset classes.
Deutsche Bank AG (DB)
Deutsche Bank AG provides a wide range of investment, financial, and related services to corporations, governments, and institutional and retail clients worldwide. Its services include sales, trading, and structuring of financial products, as well as corporate finance, investment banking, and retail banking operations. The current value of Third Avenue Management's position is $57.31M, and the company has a market capitalization of $48.78B.
Here's an overview of Third Avenue Management's trades in Deutsche Bank AG:
Warrior Met Coal Inc (HCC)
Warrior Met Coal Inc. is a metallurgical coal producer and exporter, operating primarily in Alabama. The company focuses on the production and sales of non-thermal coal used in the steelmaking process. Warrior Met Coal Inc. has a market cap of $2.58B. Currently, Third Avenue Management's position is valued at $28.09M, and the company's discounted cash flow value is $127.35.
Here's an overview of Third Avenue Management's trades in Warrior Met Coal Inc:
Five Point Holdings LLC (FPH)
Five Point Holdings LLC is a real estate development company primarily focused on large mixed-use communities in California. They are involved in the planning, development, and management of these communities, which include residential, commercial, and retail properties. Third Avenue Management's holding in Five Point Holdings LLC is currently worth $21.7M, while the company's market cap stands at $612.04M.
Here's an overview of Third Avenue Management's trades in Five Point Holdings LLC:
Lennar Corp. (LEN.B)
Lennar Corp. is one of the nation's leading homebuilders, constructing single-family homes, as well as purchasing, developing, and selling residential land. They operate in multiple states and cater to first-time, move-up, and active adult homebuyers. The current value of Third Avenue Management's position is $21.68M.
Here's an overview of Third Avenue Management's trades in Lennar Corp.:
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Tidewater Inc. (TDW)
Tidewater Inc. provides offshore marine support and transportation services to the global energy industry. The company operates a fleet of vessels supporting offshore oil and gas exploration, field development, and production. Tidewater Inc. has a market capitalization of $1.87B. Third Avenue Management's position is currently valued at $21.29M, and the company's discounted cash flow value is $105.73.
Here's an overview of Third Avenue Management's trades in Tidewater Inc.: