Third Avenue
Third Avenue Managementas of 2026 Q1· $616.04M portfolio · 53 positions
Portfolio value · last 8 quarters · $582.96M → $616.04M
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 | $76.96M | 12.5% | Add +6% |
| Valaris Ltd. | $49.82M | 8.1% | Trim -13% |
| BCC | $42.63M | 6.9% | Add +31% |
| HCC | $33.91M | 5.5% | Trim -38% |
| HOG | $29.58M | 4.8% | New |
| RHI | $22.96M | 3.7% | New |
| BN | $19.49M | 3.2% | Trim -12% |
| FPH | $18.69M | 3.0% | Trim -6% |
| CBRE | $18.47M | 3.0% | Trim -7% |
| PLD | $16.65M | 2.7% | Trim -13% |
| ROG | $16.21M | 2.6% | Trim -24% |
| UHAL/B | $12.70M | 2.1% | Add +10% |
| LEN/B | $12.02M | 2.0% | Hold |
| SUI | $11.52M | 1.9% | Trim -6% |
| PHM | $11.19M | 1.8% | Trim -6% |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.