Third Avenue Management
$621M 13F equity value
56 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Third Avenue Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TDW | Tidewater Inc | 934,121 | $62M | 10.0% |
| BCC | Boise Cascade Co | 602,086 | $47M | 7.5% |
| VAL | Valaris Ltd | 516,313 | $37M | 6.0% |
| RHI | Robert Half Inc | 1,208,336 | $37M | 6.0% |
| HOG | Harley-Davidson Inc | 1,480,880 | $36M | 5.8% |
| HCC | Warrior Met Coal Inc | 285,398 | $23M | 3.7% |
| FPH | Five Point Holdings LLC | 3,696,155 | $19M | 3.1% |
| CBRE | CBRE Group Inc | 135,896 | $18M | 2.9% |
| BN | Brookfield Corp | 394,929 | $17M | 2.7% |
| UHALB | U-Haul Holding Co | 283,872 | $16M | 2.6% |
Track Third Avenue Management's 13F portfolio: $621M in reported holdings, 56 positions. Top holdings and quarterly changes on SentiSense.
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