Third Avenue Management 13F Portfolio
Third Avenue Management runs THIRD AVENUE MANAGEMENT LLC and currently holds 55 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $625.34M. Their top holdings are TDW, BCC, VAL, RHI, HOG. The top five represent 35.1% of reported portfolio weight. Third Avenue Management ranks #419 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Third Avenue Management initiated 3 new positions. They added to 12 existing positions. They trimmed 22 positions. Their current best-performing preview position is MYRG with returns of +77.25%.
Portfolio Value
$625.34M
Alpha Score
61.7
#419 of 1000
Holdings
55
Third Avenue Management Current 13F Holdings
Reported holdings from THIRD AVENUE MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
55 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TDW Tidewater Inc | 9.95% | $37.26 | $93.01 | +149.62% | Added +1.40% |
 BCC Boise Cascade Co | 7.47% | $76.05 | $75.49 | -0.74% | Added +7.13% |
 VAL Valaris Ltd | 5.99% | $43.09 | $83.72 | +94.29% | Added +1.60% |
 RHI Robert Half Inc | 5.93% | $26.74 | $37.69 | +40.93% | Added +33.68% |
 HOG Harley-Davidson Inc | 5.79% | $20.27 | $27.88 | +37.52% | Added +1.25% |
 HCC Warrior Met Coal Inc | 3.70% | $26.75 | $97.65 | +265.05% | Trimmed -21.59% |
 CBRE CBRE Group Inc | 2.93% | $42.96 | $140.51 | +227.07% | Trimmed -0.32% |
 BN Brookfield Corp | 2.69% | $20.97 | $38.21 | +82.20% | Trimmed -17.98% |
 UHAL-B U-Haul Holding Co | 2.62% | $54.05 | $56.47 | +4.48% | Trimmed -0.18% |
 PLD Prologis Inc | 2.27% | $86.00 | $135.76 | +57.86% | Trimmed -16.77% |
Showing 1-10 of 55