Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
THIRD AVENUE MANAGEMENT LLC (CIK 1099281) reported $616.0M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TDW ($77.0M, 12.49%), VAL ($49.8M, 8.09%), BCC ($42.6M, 6.92%), HCC ($33.9M, 5.50%), HOG ($29.6M, 4.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TDW | Tidewater Inc. | $77.0M | 12.49% | 921,181 | Added |
| 2 | VAL | Valaris Ltd. | $49.8M | 8.09% | 508,186 | Trimmed |
| 3 | BCC | Boise Cascade Company | $42.6M | 6.92% | 562,021 | Added |
| 4 | HCC | Warrior Met Coal Inc. | $33.9M | 5.50% | 364,002 | Trimmed |
| 5 | HOG | Harley-Davidson Inc | $29.6M | 4.80% | 1.5M | New |
| 6 | RHI | Robert Half, Inc. | $23.0M | 3.73% | 903,905 | New |
| 7 | BN | Brookfield Corp. | $19.5M | 3.16% | 481,495 | Trimmed |
| 8 | FPH | Five Point Holdings LLC - CL A | $18.7M | 3.03% | 3.9M | Trimmed |
| 9 | CBRE | CBRE Group, Inc. | $18.5M | 3.00% | 136,330 | Trimmed |
| 10 | PLD | Prologis Inc. | $16.6M | 2.70% | 125,945 | Trimmed |
| 11 | ROG | Rogers Corp. | $16.2M | 2.63% | 151,025 | Trimmed |
| 12 | UHAL/B | U-Haul Holding Company | $12.7M | 2.06% | 284,375 | Added |
| 13 | LEN/B | Lennar Corp - Class B | $12.0M | 1.95% | 142,843 | Trimmed |
| 14 | SUI | Sun Communities Inc. | $11.5M | 1.87% | 91,455 | Trimmed |
| 15 | PHM | PulteGroup Inc. | $11.2M | 1.82% | 95,128 | Trimmed |
| 16 | DHI | DR Horton Inc. | $10.1M | 1.64% | 73,836 | Trimmed |
| 17 | ECPG | Encore Capital Group Inc. | $10.0M | 1.62% | 142,512 | Trimmed |
| 18 | JLL | Jones Lang Lasalle | $9.9M | 1.60% | 32,407 | Trimmed |
| 19 | FNF | FNF Group | $9.0M | 1.46% | 193,455 | Trimmed |
| 20 | UMBF | UMB Financial Corporation | $8.8M | 1.43% | 78,245 | Hold |
| 21 | MYRG | MYR Group Inc. | $8.1M | 1.32% | 28,819 | Trimmed |
| 22 | SUPN | Supernus Pharmaceuticals, Inc. | $7.9M | 1.28% | 152,724 | Trimmed |
| 23 | BATRA | Atlanta Braves Holdings Inc - A | $7.8M | 1.26% | 164,438 | Hold |
| 24 | SKY | Champion Homes, Inc. | $7.5M | 1.22% | 100,757 | Trimmed |
| 25 | AMH | American Homes 4 Rent | $7.3M | 1.19% | 262,520 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31