THIRD AVENUE MANAGEMENT LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $616M in reported equity holdings across 53 positions. The largest holdings are TDW (12.5%), VAL (8.1%), BCC (6.9%), HCC (5.5%), HOG (4.8%). The portfolio is concentrated in Other (77.8%), Energy (9.1%), Basic Materials (6.9%). Data sourced from SEC EDGAR 13F filings (CIK 1099281).