account_balance
Investment manager · 13F filer · SEC CIK 1099281
Third Avenue Management LLC
Reported value$625Mas of Jun 30, 2026
Positions55 4 new, 2 sold out
Top 10 weight50.2%TDW alone is 10%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TDWTidewater Inc
10.0%
BCCBoise Cascade Co
7.5%Added +7%
VALValaris Ltd
6.0%
RHIRobert Half Inc
5.9%Added +34%
HOGHarley-Davidson Inc
5.8%
HCCWarrior Met Coal Inc
3.7%Trimmed −22%
FPHFive Point Holdings LLC
3.1%Trimmed −4%
CBRECBRE Group Inc
2.9%
BNBrookfield Corp
2.7%Trimmed −18%
UHAL-BU-Haul Holding Co
2.6%
PLDPrologis Inc
2.3%Trimmed −17%
LEN-BLennar Corp
2.1%Added +5%
TDWTidewater Inc
10.0%
BCCBoise Cascade Co
7.5%Added +7%
VAL6.0%RHI5.9%HOGHarley-Davidson Inc
5.8%
HCC3.7%FPH3.1%CBRE2.9%BN2.7%UHAL-B2.6%PLD2.3%LEN-B2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TDW Tidewater Inc 10.0% HeldBCC Boise Cascade Co 7.5% Added +7%VAL Valaris Ltd 6.0% HeldRHI Robert Half Inc 5.9% Added +34%HOG Harley-Davidson Inc 5.8% HeldHCC Warrior Met Coal Inc 3.7% Trimmed −22%FPH Five Point Holdings LLC 3.1% Trimmed −4%CBRE CBRE Group Inc 2.9% HeldBN Brookfield Corp 2.7% Trimmed −18%UHAL-B U-Haul Holding Co 2.6% HeldPLD Prologis Inc 2.3% Trimmed −17%LEN-B Lennar Corp 2.1% Added +5%
What changed