Third Avenue Management
Third Avenue Management Portfolio
- Portfolio Value
- $625M
- Holdings
- 55
- Period
- Q2 2026
- Portfolio Date
- Jun 29, 2026
- Filed
- 21 days ago
The edge that pays for itself.
Portfolio Allocation
Top 5: 35.1%Portfolio Holdings
Recent Activity
TDW
Tidewater Inc.
BCC
Boise Cascade Company
VAL
Valaris plc
RHI
Robert Half International
HOG
Harley-Davidson
HCC
Warrior Met Coal Inc.
FPH
Five Point Holdings LLC
CBRE
CBRE Group
BN
Brookfield Corp.
UHAL.B
U Haul Holding Co Non Voting
PLD
Prologis Inc.
LEN.B
Lennar Corp. CL B
PHM
PulteGroup Inc.
ECPG
Encore Capital Group Inc.
DHI
D.R. Horton
SUI
Sun Communities Inc.
ROG
Rogers Corp.
JLL
Jones Lang Lasalle Inc.
FNF
Fidelity National Financial Inc.
SKY
Skyline Champion Corp.
FSV
Firstservice Corp
AMH
American Homes 4 Rent
OSG
Octave Specialty Group Inc.
BKD
Brookdale Senior Living Inc.
ICFI
ICF International Inc.
ALG
Alamo Group Inc.
COLL
Collegium Pharmaceutical Inc.
MYRG
MYR Group Inc.
BATRA
Atlanta Braves Holdings Inc. Series A
TMHC-OLD
Taylor Morrison Home Corp.
WCC
WESCO International Inc.
KALU
Kaiser Aluminum Corp.
UNF
UniFirst Corp.
SD
SandRidge Energy Inc.
FR
First Industrial Realty Trust Inc.
MMS
MAXIMUS Inc.
HKHGF
Hongkong Land Holdings Ltd
WY
Weyerhaeuser Co.
CRAI
CRA International Inc.
BATRK
Atlanta Braves Holdings Inc. Series C
About the Third Avenue Management Portfolio
The Third Avenue Management portfolio holds 55 stocks with a total value of $625M, based on the latest SEC 13F filing (Q2 2026). Below you can explore every position, its portfolio weighting and the most recent buys and sells.
The largest position in the Third Avenue Management portfolio is Tidewater Inc., which accounts for 10.0% of the total portfolio value.
Frequently asked questions
Third Avenue Management holds 55 different stocks according to the latest SEC 13F filing. The largest positions are Tidewater Inc., Boise Cascade Company, Valaris plc. The full list of holdings with weightings and values is shown in the table above.
Third Avenue Management's largest position is Tidewater Inc., which makes up 10.0% of the total portfolio.
The Third Avenue Management portfolio is worth $625M and is spread across 55 stocks, based on the 13F filing as of Jun 29, 2026.
Institutional investors like Third Avenue Management disclose their holdings every quarter in an SEC 13F filing, due within 45 days after the end of each quarter. We update this page as soon as the new filing is published.
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