Holdings
Third Avenue Value Portfolio
As of Jun 30, 2026, Third Avenue Value Portfolio reported 34 positions worth US$84.4M. Largest: Tidewater Inc., Easyjet Plc and Lundin Mining Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Tidewater Inc. | 66,643 | US$4.44M | −117 | Jun 30, 2026 |
| Easyjet Plc | 507K | US$3.75M | +68,047 | Jun 30, 2026 |
| Lundin Mining Corporation | 149K | US$3.63M | −166 | Jun 30, 2026 |
| Ck Hutchison Holdings Ltd | 413K | US$3.5M | −978 | Jun 30, 2026 |
| Boise Cascade, L.l.c. | 43,651 | US$3.39M | +2,124 | Jun 30, 2026 |
| Ultrapar Participacoes S.a. | 653K | US$3.3M | +693 | Jun 30, 2026 |
| Subsea 7 S.a. | 95,939 | US$3.28M | −20 | Jun 30, 2026 |
| Jeol Ltd. | 69,800 | US$3.24M | −300 | Jun 30, 2026 |
| Capstone Copper Corp. | 350K | US$3.21M | −639 | Jun 30, 2026 |
| Subaru Corporation | 216K | US$3.16M | +21,900 | Jun 30, 2026 |