Third Avenue
Third Avenue Management截至 2026 Q2· $625.34M 组合 · 55 只持仓
组合总市值趋势 · 近8 个季度 · $611.63M → $625.34M
公开数据（SEC 13F-HR 申报）。每季度末快照，披露最多滞后约 45 天，且仅含美股多头（不含做空/期权）—— 非实时持仓，亦非投资建议。
最新一季持仓
| 股票 | 市值 | 占比 | 环比 |
|---|---|---|---|
| TDW | $62.24M | 10.0% | 持有 |
| BCC | $46.74M | 7.5% | 加仓 +7% |
| Valaris Ltd | $37.48M | 6.0% | 持有 |
| RHI | $37.10M | 5.9% | 加仓 +34% |
| HOG | $36.22M | 5.8% | 持有 |
| HCC | $23.16M | 3.7% | 减仓 -22% |
| FPH | $19.48M | 3.1% | 持有 |
| CBRE | $18.30M | 2.9% | 持有 |
| BN | $16.82M | 2.7% | 减仓 -18% |
| UHAL/B | $16.38M | 2.6% | 持有 |
| PLD | $14.20M | 2.3% | 减仓 -17% |
| LEN/B | $13.28M | 2.1% | 持有 |
| PHM | $13.05M | 2.1% | 持有 |
| ECPG | $12.10M | 1.9% | 减仓 -9% |
| DHI | $11.27M | 1.8% | 减仓 -6% |
数据来源：SEC 13F-HR 申报（公有领域）；CUSIP→代码经 OpenFIGI 映射。非投资建议。