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Third Avenue Management
THIRD AVENUE MANAGEMENT LLC
Latest filing: 2026-03-31
Third Avenue Management runs THIRD AVENUE MANAGEMENT LLC and currently holds 53 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $616.04M. Their top holdings are TDW, VAL, BCC, HCC, HOG. The top five represent 37.8% of reported portfolio weight. Third Avenue Management ranks #399 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Third Avenue Management initiated 6 new positions. They added to 10 existing positions. They trimmed 26 positions. Their current best-performing preview position is VAL with returns of +94.52%.
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53 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TDW Tidewater Inc. | 12.49% | $36.85 | $72.70 | +97.29% | Added +5.51% |
 VAL Valaris Ltd. | 8.09% | $42.62 | $73.47 | +72.38% | Trimmed -13.04% |
 BCC Boise Cascade Company | 6.92% | $75.94 | $77.08 | +1.49% | Added +30.70% |
 HCC Warrior Met Coal Inc. | 5.50% | $26.75 | $77.07 | +188.11% | Trimmed -37.60% |
 HOG Harley-Davidson Inc | 4.80% | $20.22 | $24.55 | +21.41% | New Buy |
 RHI Robert Half, Inc. | 3.73% | $25.40 | $40.72 | +60.30% | New Buy |
 BN Brookfield Corp. | 3.16% | $36.21 | $41.41 | +14.35% | Trimmed -12.15% |
 FPH Five Point Holdings LLC - CL A | 3.03% | $9.50 | $5.48 | -42.32% | Trimmed -6.14% |
 CBRE CBRE Group, Inc. | 3.00% | $42.96 | $150.53 | +250.40% | Trimmed -7.15% |
 PLD Prologis Inc. | 2.70% | $86.00 | $143.95 | +67.38% | Trimmed -13.41% |
Showing 1-10 of 53