StockDriftsStockDriftsTop 50 Third Avenue Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDW | Tidewater Inc. | 12.49% | 921.2K | $77.0M | +5.51%(+48.11K) | $38.31(+113.37%) | 2026-03-31 | |
| VAL | Valaris Ltd. | 8.09% | 508.2K | $49.8M | -13.04%(-76.19K) | $42.01(+145.81%) | 2026-03-31 | |
| BCC | Boise Cascade Company | 6.92% | 562.0K | $42.6M | +30.70%(+132.02K) | $78.51(-11.60%) | 2026-03-31 | |
| HCC | Warrior Met Coal Inc. | 5.5% | 364.0K | $33.9M | -37.60%(-219.32K) | $28.25(+203.97%) | 2026-03-31 | |
| HOG | Harley-Davidson Inc | 4.8% | 1.46M | $29.6M | new | $20.35(+26.01%) | 2026-03-31 | |
| RHI | Robert Half, Inc. | 3.73% | 903.9K | $23.0M | new | $26.28(-6.09%) | 2026-03-31 | |
| BN | Brookfield Corp. | 3.16% | 481.5K | $19.5M | -12.16%(-66.62K) | $21.51(+121.02%) | 2026-03-31 | |
| FPH | Five Point Holdings LLC - CL A | 3.03% | 3.86M | $18.7M | -6.14%(-252.75K) | $10.30(-52.72%) | 2026-03-31 | |
| CBRE | CBRE Group, Inc. | 3% | 136.3K | $18.5M | -7.15%(-10.51K) | $72.67(+82.26%) | 2026-03-31 | |
| PLD | Prologis Inc. | 2.7% | 125.9K | $16.6M | -13.41%(-19.51K) | $90.58(+57.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.66% | +75.67% |
| Top 20 Holdings Unweighted | +16.05% | +56.31% |
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