Holdings
Third Avenue Management LLC
As of Jun 30, 2026, Third Avenue Management LLC reported 53 positions worth US$620M. Largest: Tidewater Inc., Boise Cascade, L.l.c. and Valaris Limited. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Tidewater Inc. | 934K | US$62.2M | +12,940 | Jun 30, 2026 |
| Boise Cascade, L.l.c. | 602K | US$46.7M | +40,065 | Jun 30, 2026 |
| Valaris Limited | 516K | US$37.5M | +8,127 | Jun 30, 2026 |
| Robert Half Inc. | 1.21M | US$37.1M | +304K | Jun 30, 2026 |
| Harley-davidson, Inc. | 1.48M | US$36.2M | +18,210 | Jun 30, 2026 |
| Warrior Met Coal, Inc. | 285K | US$23.2M | −78,604 | Jun 30, 2026 |
| Five Point Holdings, Llc | 3.7M | US$19.5M | −165K | Jun 30, 2026 |
| Cbre Group Inc | 136K | US$18.3M | −434 | Jun 30, 2026 |
| Brookfield Corporation | 395K | US$16.8M | −86,566 | Jun 30, 2026 |
| U-haul Holding Company | 284K | US$16.4M | −503 | Jun 30, 2026 |