Third Avenue Management Portfelj 2026 – Pozicije, Dionice i Transakcije

Zadnje ažuriranje:29. lip 2026.· Q2 2026

Next update expected:≈ 14. stu 2026.· Q3 2026

Portfolio Allocation

Top 5: 35,1%

55Pozicije

TDWTidewater Inc.9,95%
BCCBoise Cascade Company7,47%
VALValaris plc5,99%
RHIRobert Half International5,93%
HOGHarley-Davidson5,79%
HCCWarrior Met Coal Inc.3,70%
FPHFive Point Holdings LLC3,11%
CBRECBRE Group2,93%
Others(47)55,13%

Pozicije u portfelju

Dionica	%	Aktivnost	Udjeli	Prijavljeno
Tidewater Inc.TDW	9,95%	Add 1.40%	934.121	$66,63
Boise Cascade CompanyBCC	7,47%	Add 7.13%	602.086	$77,63
Valaris plcVAL	5,99%	Add 1.60%	516.313	$72,60
Robert Half InternationalRHI	5,93%	Add 33.68%	1.208.336	$30,70
Harley-DavidsonHOG	5,79%	Add 1.24%	1.480.880	$24,46
Warrior Met Coal Inc.HCC	3,70%	Reduce 21.59%	285.398	$81,16
Five Point Holdings LLCFPH	3,11%	Reduce 4.27%	3.696.155	$5,27
CBRE GroupCBRE	2,93%	Reduce 0.32%	135.896	$134,69
Brookfield Corp.BN	2,69%	Reduce 17.98%	394.929	$42,59
UH U Haul Holding Co Non VotingUHAL.B	2,62%	Reduce 0.18%	283.872	$57,70
Prologis Inc.PLD	2,27%	Reduce 16.77%	104.823	$135,47
LE Lennar Corp. CL BLEN.B	2,12%	Add 4.77%	149.658	$88,71
PulteGroup Inc.PHM	2,09%	Reduce 0.02%	95.111	$137,21
Encore Capital Group Inc.ECPG	1,94%	Reduce 8.98%	129.717	$93,29
D.R. HortonDHI	1,80%	Reduce 6.27%	69.205	$162,88
UMB Financial Corp.UMBF	1,79%		78.245	$142,76
Sun Communities Inc.SUI	1,75%	Reduce 0.00%	91.454	$119,91
Rogers Corp.ROG	1,61%	Reduce 59.22%	61.584	$163,73
Jones Lang Lasalle Inc.JLL	1,59%	Reduce 1.09%	32.053	$309,96
Fidelity National Financial Inc.FNF	1,46%	Reduce 0.17%	193.119	$47,16
Skyline Champion Corp.SKY	1,42%	Reduce 0.18%	100.576	$88,12
FS Firstservice CorpFSV	1,41%	Add 22.79%	61.951	$142,11
American Homes 4 RentAMH	1,40%	Reduce 0.18%	262.058	$33,52
Octave Specialty Group Inc.OSG	1,34%	Add 0.05%	1.341.879	$6,24
Brookdale Senior Living Inc.BKD	1,27%	Add 6.72%	494.826	$16,09
Prosperity Bancshares Inc.PB	1,19%		102.168	$73,03
ICF International Inc.ICFI	1,15%	Add 37.86%	98.893	$72,86
Supernus PharmaceuticalsSUPN	1,14%		152.724	$46,51
Alamo Group Inc.ALG	1,11%	Add 23.11%	42.265	$164,49
Collegium Pharmaceutical Inc.COLL	1,06%	Add 17.73%	182.645	$36,20
CP Catalyst Pharmaceuticals Inc.CPRX-OLD	1,06%		210.161	$31,43
MYR Group Inc.MYRG	1,05%	Reduce 54.66%	13.066	$500,38
Atlanta Braves Holdings Inc. Series ABATRA	1,01%	Reduce 31.96%	111.880	$56,31
TM Taylor Morrison Home Corp.TMHC-OLD	0,99%	Buy	85.941	$71,74
Investors Title Co.ITIC	0,96%		21.894	$273,68
PBF Energy Inc.PBF	0,95%		131.050	$45,52
WESCO International Inc.WCC	0,94%	Reduce 11.85%	16.963	$345,46
Kaiser Aluminum Corp.KALU	0,93%	Reduce 0.11%	29.848	$195,62
UniFirst Corp.UNF	0,88%	Reduce 26.84%	20.802	$264,45
Qualys Inc.QLYS	0,86%		39.120	$137,50
CE Central Securities Corp.CET	0,85%		101.812	$52,45
Flagstar Financial Inc.FLG	0,79%		331.241	$14,94
SandRidge Energy Inc.SD	0,77%	Add 6.57%	352.558	$13,70
OceanFirst Financial Corp.OCFC	0,77%		246.662	$19,53
First Industrial Realty Trust Inc.FR	0,76%	Reduce 4.34%	77.498	$61,30
Southside Bancshares Inc.SBSI	0,66%		116.879	$35,19
LSB Industries Inc.LXU	0,66%		381.096	$10,81
MAXIMUS Inc.MMS	0,64%	Buy	74.085	$53,76
BlueLinx Holdings Inc.BXC	0,64%		64.369	$61,88
HK Hongkong Land Holdings LtdHKHGF	0,63%	Buy	550.300	$7,12
Weyerhaeuser Co.WY	0,62%	Reduce 0.17%	162.097	$23,94
CRA International Inc.CRAI	0,47%	Buy	20.819	$142,32
FRP Holdings Inc.FRPH	0,43%		107.160	$24,99
Compass Inc.COMP	0,37%		187.469	$12,33
Atlanta Braves Holdings Inc. Series CBATRK	0,22%	Reduce 0.29%	26.027	$51,91

Nedavna aktivnost

TDW

Tidewater Inc.

Add 1.40%

BCC

Boise Cascade Company

Add 7.13%

VAL

Valaris plc

Add 1.60%

RHI

Robert Half International

Add 33.68%

HOG

Harley-Davidson

Add 1.24%

HCC

Warrior Met Coal Inc.

Reduce 21.59%

FPH

Five Point Holdings LLC

Reduce 4.27%

CBRE

CBRE Group

Reduce 0.32%

Brookfield Corp.

Reduce 17.98%

UHAL.B

U Haul Holding Co Non Voting

Reduce 0.18%

PLD

Prologis Inc.

Reduce 16.77%

LEN.B

Lennar Corp. CL B

Add 4.77%

PHM

PulteGroup Inc.

Reduce 0.02%

ECPG

Encore Capital Group Inc.

Reduce 8.98%

DHI

D.R. Horton

Reduce 6.27%

SUI

Sun Communities Inc.

Reduce 0.00%

ROG

Rogers Corp.

Reduce 59.22%

JLL

Jones Lang Lasalle Inc.

Reduce 1.09%

FNF

Fidelity National Financial Inc.

Reduce 0.17%

SKY

Skyline Champion Corp.

Reduce 0.18%

FSV

Firstservice Corp

Add 22.79%

AMH

American Homes 4 Rent

Reduce 0.18%

OSG

Octave Specialty Group Inc.

Add 0.05%

BKD

Brookdale Senior Living Inc.

Add 6.72%

ICFI

ICF International Inc.

Add 37.86%

ALG

Alamo Group Inc.

Add 23.11%

COLL

Collegium Pharmaceutical Inc.

Add 17.73%

MYRG

MYR Group Inc.

Reduce 54.66%

BATRA

Atlanta Braves Holdings Inc. Series A

Reduce 31.96%

TMHC-OLD

Taylor Morrison Home Corp.

Buy

WCC

WESCO International Inc.

Reduce 11.85%

KALU

Kaiser Aluminum Corp.

Reduce 0.11%

UNF

UniFirst Corp.

Reduce 26.84%

SandRidge Energy Inc.

Add 6.57%

First Industrial Realty Trust Inc.

Reduce 4.34%

MMS

MAXIMUS Inc.

Buy

HKHGF

Hongkong Land Holdings Ltd

Buy

Weyerhaeuser Co.

Reduce 0.17%

CRAI

CRA International Inc.

Buy

BATRK

Atlanta Braves Holdings Inc. Series C

Reduce 0.29%

O portfelju Third Avenue Management

Portfelj Third Avenue Management drži 55 dionica ukupne vrijednosti $625M, prema najnovijem SEC 13F izvješću (Q2 2026). U nastavku možete istražiti svaku poziciju, njezin ponder i najnovije kupnje i prodaje.

Najveća pozicija u portfelju Third Avenue Management je Tidewater Inc., koja čini 10,0% ukupne vrijednosti portfelja.

Često postavljana pitanja

Koje dionice posjeduje Third Avenue Management?

Third Avenue Management prema najnovijem SEC 13F izvješću drži 55 različitih dionica. Najveće pozicije su Tidewater Inc., Boise Cascade Company, Valaris plc. Potpuni popis pozicija s ponderima i vrijednostima prikazan je u tablici iznad.

Koja je najveća pozicija Third Avenue Management?

Najveća pozicija Third Avenue Management je Tidewater Inc., koja čini 10,0% cijelog portfelja.

Koliko je velik portfelj Third Avenue Management?

Portfelj Third Avenue Management vrijedi $625M i raspoređen je na 55 dionica, prema 13F izvješću na dan 29. lip 2026..

Koliko se često ažurira portfelj Third Avenue Management?

Institucionalni ulagači poput Third Avenue Management otkrivaju svoje pozicije svako tromjesečje u SEC 13F izvješću, koje se mora podnijeti u roku od 45 dana nakon završetka svakog tromjesečja. Ovu stranicu ažuriramo čim se objavi novo izvješće.

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Portfolio Allocation

Pozicije u portfelju

Nedavna aktivnost

O portfelju Third Avenue Management

Često postavljana pitanja

Koje dionice posjeduje Third Avenue Management?

Koja je najveća pozicija Third Avenue Management?

Koliko je velik portfelj Third Avenue Management?

Koliko se često ažurira portfelj Third Avenue Management?

Više alata i analiza