Third Avenue Management
Third Avenue Management · SEC CIK 1099281
Safe and cheap; the Whitman school of value.
Q1 2026
Latest 13F
$616.04M
Filed US book
53
Positions
Largest holdings, as filed
Top 15 of 53 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| Tidewater Inc. | TDW | $76.96M | 12.5% |
| Valaris Ltd. | $49.82M | 8.1% | |
| Boise Cascade Company | BCC | $42.63M | 6.9% |
| Warrior Met Coal Inc. | HCC | $33.91M | 5.5% |
| Harley-Davidson Inc | HOG | $29.58M | 4.8% |
| Robert Half, Inc. | RHI | $22.96M | 3.7% |
| Brookfield Corp. | BN | $19.49M | 3.2% |
| Five Point Holdings LLC - CL A | FPH | $18.69M | 3.0% |
| CBRE Group, Inc. | CBRE | $18.47M | 3.0% |
| Prologis Inc. | PLD | $16.65M | 2.7% |
| Rogers Corp. | ROG | $16.21M | 2.6% |
| U-Haul Holding Company | UHAL/B | $12.70M | 2.1% |
| Lennar Corp - Class B | LEN/B | $12.02M | 1.9% |
| Sun Communities Inc. | SUI | $11.52M | 1.9% |
| PulteGroup Inc. | PHM | $11.19M | 1.8% |
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Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.