Third Avenue Management
Third Avenue Management reported 55 stocks worth $625M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are TDW (9.9%), BCC (7.5%) and VAL (6.0%). Compared with Q1 2026, the fund opened new positions in MMS, HKHGF and CRAI, added to TDW, BCC and VAL and trimmed HCC, FPH and CBRE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TDW Tidewater Inc New | $62.2M | 9.9% | 934K | +13K (+1%) | 8 of 8 | |
| 2 |  BCC Boise Cascade Co Del | $46.7M | 7.5% | 602K | +40K (+7%) | 4 of 8 | |
| 3 |  VAL Valaris Ltd | $37.5M | 6.0% | 516K | +8,127 (+2%) | 8 of 8 | |
| 4 |  RHI Robert Half Inc. | $37.1M | 5.9% | 1.2M | +304K (+34%) | 2 of 8 | |
| 5 |  HOG Harley Davidson Inc | $36.2M | 5.8% | 1.5M | +18K (+1%) | 2 of 8 | |
| 6 |  HCC Warrior Met Coal Inc | $23.2M | 3.7% | 285K | −79K (−22%) | 8 of 8 | |
| 7 |  FPH Five Point Holdings LLC | $19.5M | 3.1% | 3.7M | −165K (−4%) | 8 of 8 | |
| 8 |  CBRE Cbre Group Inc | $18.3M | 2.9% | 136K | −434 (−0%) | 8 of 8 | |
| 9 |  BN Brookfield Corp Fclass A | $16.8M | 2.7% | 395K | −87K (−18%) | 8 of 8 | |
| 10 |  UHAL.B U Haul Holding Company | $16.4M | 2.6% | 284K | −503 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
TRI POINTE HOMES INC | $7.3M | 156K |
PROASSURANCE CORP | $6.4M | 261K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Third Avenue Management 13F FAQ
What does Third Avenue Management own?
Third Avenue Management reported 55 stocks worth $625M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are TDW (9.9%), BCC (7.5%) and VAL (6.0%). The table above lists every position in the filing (the top 10 without an account).
What did Third Avenue Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 12 added to, 21 trimmed and 2 sold out. New positions include MMS, HKHGF and CRAI.
When will Third Avenue Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Third Avenue Management's portfolio worth?
The Q2 2026 filing reports $625M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.