§ 13F · FUND PROFILE
THIRD AVENUE MANAGEMENT LLC.
AUM · $625M (13F)Positions · 55Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TDW | Tidewater Inc | 934K | $62M | 10.0% | +1% |
| 2 | BCC | Boise Cascade Co | 602K | $47M | 7.5% | +7% |
| 3 | VAL | Valaris Ltd | 516K | $37M | 6.0% | +2% |
| 4 | RHI | Robert Half Inc | 1.21M | $37M | 5.9% | +34% |
| 5 | HOG | Harley-Davidson Inc | 1.48M | $36M | 5.8% | +1% |
| 6 | HCC | Warrior Met Coal Inc | 285K | $23M | 3.7% | −22% |
| 7 | FPH | Five Point Holdings LLC | 3.70M | $19M | 3.1% | −4% |
| 8 | CBRE | CBRE Group Inc | 136K | $18M | 2.9% | ±0% |
| 9 | BN | Brookfield Corp | 395K | $17M | 2.7% | −18% |
| 10 | UHAL/B | U-Haul Holding Co | 284K | $16M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE THIRD SIGNAL
AC read
THIRD AVENUE MANAGEMENT LLC is a Other fund managing $625 million in assets. The fund runs a portfolio of 55 positions.
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