THIRD AVENUE MANAGEMENT LLC: 13F holdings
CIK 10992812026Q2
| Positions | 55 |
|---|
| Reported value | $625.3m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 55 (+2 vs prior quarter) |
|---|
| Reported value | $625.3m (+1.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TDW Tidewater Inc | 934,121 | $62.2m | 10.0% |
| BCC Boise Cascade Co | 602,086 | $46.7m | 7.5% |
| VAL Valaris Ltd | 516,313 | $37.5m | 6.0% |
| RHI Robert Half Inc | 1,208,336 | $37.1m | 5.9% |
| HOG Harley-Davidson Inc | 1,480,880 | $36.2m | 5.8% |
| HCC Warrior Met Coal Inc | 285,398 | $23.2m | 3.7% |
| FPH Five Point Holdings LLC | 3,696,155 | $19.5m | 3.1% |
| CBRE CBRE Group Inc | 135,896 | $18.3m | 2.9% |
| BN Brookfield Corp | 394,929 | $16.8m | 2.7% |
| UHAL.B U-Haul Holding Co | 283,872 | $16.4m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1099281")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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