Third Avenue Management Portfelj 2026 – Pozicije, Delnice in Posli

Zadnja posodobitev:29. jun. 2026· Q2 2026

Next update expected:≈ 14. nov. 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 v Portfelju

Delnica	%	Aktivnost	Deleži	Poročano
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 ima 55 delnic v skupni vrednosti $625M, na podlagi najnovejšega poročila SEC 13F (Q2 2026). Spodaj lahko raziščete vsako pozicijo, njeno utež in najnovejše nakupe in prodaje.

Največja pozicija v portfelju Third Avenue Management je Tidewater Inc., ki predstavlja 10,0% celotne vrednosti portfelja.

Pogosto zastavljena vprašanja

Katere delnice ima v lasti Third Avenue Management?

Third Avenue Management ima po najnovejšem poročilu SEC 13F 55 različnih delnic. Največje pozicije so Tidewater Inc., Boise Cascade Company, Valaris plc. Celoten seznam pozicij z utežmi in vrednostmi je prikazan v zgornji tabeli.

Katera je največja pozicija Third Avenue Management?

Največja pozicija Third Avenue Management je Tidewater Inc., ki predstavlja 10,0% celotnega portfelja.

Kako velik je portfelj Third Avenue Management?

Portfelj Third Avenue Management je vreden $625M in je razporejen med 55 delnic, na podlagi poročila 13F na dan 29. jun. 2026.

Kako pogosto se portfelj Third Avenue Management posodablja?

Institucionalni vlagatelji, kot je Third Avenue Management, vsako četrtletje razkrijejo svoje pozicije v poročilu SEC 13F, ki ga je treba oddati v 45 dneh po koncu vsakega četrtletja. To stran posodobimo takoj, ko je objavljeno novo poročilo.

Super Vlagatelji

Spremljajte portfelje največjih vlagateljev na svetu

Sledilnik Kongresa

Razkritja STOCK Act članov ameriškega Kongresa

Nakupi notranjih oseb

Sledite nakupom in prodajam odličnjakov v realnem času.

Več orodij in analiz

Brezplačna orodja in tržni podatki podjetja Eulerpool.

Akciofinder

Analizirajte 20.000+ delnic po vsem svetu na podlagi več kot 1.000.000 podatkovnih točk.

Nakupi notranjih oseb

Sledite nakupom in prodajam odličnjakov v realnem času.

Dividendni koledar

Načrtujte pasivni dohodek s termini izplačil dividend.

Koledar dohodkov

Vsi rezultati četrtletnih dohodkov na pogled.

Ekonomski koledar

Ekonomski dogodki in objave podatkov iz več kot 200 držav.

Makroekonomski podatki

Podrobni makroekonomski podatki in kazalniki po državi.

Sledilnik Kongresa

Razkritja STOCK Act članov ameriškega Kongresa

Fear & Greed Index

Market Sentiment Indicator

Kripto Fear & Greed Index

Kazalnik razpolozenja kripto trga

Ideje

Kurirane sezname delnic po strategiji, indeksu in državi.

Panoge

Top delnice razvrščene po industriji in panogi.

Države

Borzni trgi in vrhunska podjetja po državah.

Strategija

Dokazane strategije naložb z zgodovinskimi donosi.

Indeks

Uspešnost in sestava največjih borznih indeksov.

Slovar

Obsežen slovar trga vrednostnih papirjev za finančne in delniške izraze

Blog

Novice, partnerstva in obvestila o proizvodih

Prednost informacij, ki se izplača.

Portfolio Allocation

Pozicije v Portfelju

Nedavna Aktivnost

O portfelju Third Avenue Management

Pogosto zastavljena vprašanja

Katere delnice ima v lasti Third Avenue Management?

Katera je največja pozicija Third Avenue Management?

Kako velik je portfelj Third Avenue Management?

Kako pogosto se portfelj Third Avenue Management posodablja?

Več orodij in analiz