StockDriftsStockDriftsTop 50 Third Avenue Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDW | Tidewater Inc | 9.95% | 934.1K | $62.2M | +1.40%(+12.94K) | $38.81(+142.92%) | 2026-06-30 | |
| BCC | Boise Cascade Co | 7.47% | 602.1K | $46.7M | +7.13%(+40.06K) | $78.36(+6.23%) | 2026-06-30 | |
| VAL | Valaris Ltd | 5.99% | 516.3K | $37.5M | +1.60%(+8.13K) | $42.70(+100.53%) | 2026-06-30 | |
| RHI | Robert Half Inc | 5.93% | 1.21M | $37.1M | +33.68%(+304.43K) | $26.77(+63.70%) | 2026-06-30 | |
| HOG | Harley-Davidson Inc | 5.79% | 1.48M | $36.2M | +1.24%(+18.21K) | $20.37(+36.35%) | 2026-06-30 | |
| HCC | Warrior Met Coal Inc | 3.7% | 285.4K | $23.2M | -21.59%(-78.60K) | $28.25(+247.61%) | 2026-06-30 | |
| FPH | Five Point Holdings LLC | 3.11% | 3.70M | $19.5M | -4.27%(-165.01K) | $10.30(-49.90%) | 2026-06-30 | |
| CBRE | CBRE Group Inc | 2.93% | 135.9K | $18.3M | -0.32%(-434) | $72.67(+110.35%) | 2026-06-30 | |
| BN | Brookfield Corp | 2.69% | 394.9K | $16.8M | -17.98%(-86.57K) | $21.51(+101.21%) | 2026-06-30 | |
| UHAL.B | U-Haul Holding Co | 2.62% | 283.9K | $16.4M | -0.18%(-503) | $87.75(-26.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.73% | +71.63% | +14.82% | +99.59% |
| Top 20 Holdings Unweighted | +16.09% | +56.43% | +11.38% | +71.42% |
Third Avenue Management LLC reports $625.34M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are TDW (9.9%), BCC (7.5%) and VAL (6.0%). The top 20 holdings account for 68.6% of reported assets. Its disclosed equity book has returned +71.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Third Avenue Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1099281). View Third Avenue Management LLC’s 13F filings on SEC