Third Avenue Management - Third Avenue Management
Portfolio
$625.34 M
Positionen
55
Stichtag
2026-06-30
Quartal
Q2 2026
| Tidewater Inc | 9.95% | Add 1.40% |
| Boise Cascade Co | 7.47% | Add 7.13% |
| Valaris Ltd | 5.99% | Add 1.60% |
| Robert Half Inc | 5.93% | Add 33.68% |
| Harley-Davidson Inc | 5.79% | Add 1.24% |
| Warrior Met Coal Inc | 3.70% | Reduce 21.59% |
| Five Point Holdings LLC | 3.11% | Reduce 4.27% |
| CBRE Group Inc | 2.93% | Reduce 0.32% |
| Brookfield Corp | 2.69% | Reduce 17.98% |
| U-Haul Holding Co | 2.62% | Reduce 0.18% |
| Prologis Inc | 2.27% | Reduce 16.77% |
| Lennar Corp | 2.12% | Add 4.77% |
| PulteGroup Inc | 2.09% | Reduce 0.02% |
| Encore Capital Group Inc | 1.94% | Reduce 8.98% |
| DR Horton Inc | 1.80% | Reduce 6.27% |
| UMB Financial Corp | 1.79% | |
| Sun Communities Inc | 1.75% | Reduce 0.00% |
| Rogers Corp | 1.61% | Reduce 59.22% |
| Jones Lang LaSalle Inc | 1.59% | Reduce 1.09% |
| Fidelity National Financial In | 1.46% | Reduce 0.17% |
| Champion Homes Inc | 1.42% | Reduce 0.18% |
| FirstService Corp | 1.41% | Add 22.79% |
| American Homes 4 Rent | 1.40% | Reduce 0.18% |
| Octave Specialty Group Inc | 1.34% | Add 0.05% |
| Brookdale Senior Living Inc | 1.27% | Add 6.72% |
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