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THIRD AVENUE MANAGEMENT LLC

AUM: $1.44 B

13-F Portfolio Value: $484.93 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 49.23%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CTLP	Cantaloupe, Inc.	0.84%	370,013	$4,066,443	370,013	New	$10.99	13F
SKY	Champion Homes, Inc.	0.77%	59,865	$3,748,148	59,865	New	$62.61	13F
VC	Visteon Corp.	0.2%	10,298	$960,803	10,298	New	$93.3	13F