Third Avenue
Third Avenue Managementas of 2026 Q2· $625.34M portfolio · 55 positions
Portfolio value · last 8 quarters · $611.63M → $625.34M
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| TDW | $62.24M | 10.0% | Hold |
| BCC | $46.74M | 7.5% | Add +7% |
| Valaris Ltd | $37.48M | 6.0% | Hold |
| RHI | $37.10M | 5.9% | Add +34% |
| HOG | $36.22M | 5.8% | Hold |
| HCC | $23.16M | 3.7% | Trim -22% |
| FPH | $19.48M | 3.1% | Hold |
| CBRE | $18.30M | 2.9% | Hold |
| BN | $16.82M | 2.7% | Trim -18% |
| UHAL/B | $16.38M | 2.6% | Hold |
| PLD | $14.20M | 2.3% | Trim -17% |
| LEN/B | $13.28M | 2.1% | Hold |
| PHM | $13.05M | 2.1% | Hold |
| ECPG | $12.10M | 1.9% | Trim -9% |
| DHI | $11.27M | 1.8% | Trim -6% |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.