
THIRD AVENUE MANAGEMENT LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $625M in reported equity holdings across 55 positions. The largest holdings are TDW (10.0%), BCC (7.5%), VAL (6.0%), RHI (5.9%), HOG (5.8%). The portfolio is concentrated in Other (79.2%), Basic Materials (7.5%), Energy (7.0%). Data sourced from SEC EDGAR 13F filings (CIK 1099281).
