Third Avenue Management — Recent Buys
Third Avenue Management · New and increased positions in the Q2 '26 13F filing.
Filed August 12, 2026 · Last updated
Third Avenue Management opened 4 new positions and increased 13 existing holdings in the Q2 '26 filing — a combined buy footprint of $273.8M. Largest new position: Taylor Morrison Home Corp at $6.2M.
New positions (4)
Increased positions (13)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| TDW | Tidewater Inc | 934121 | $62.2M | 9.95% | +1.4% |
| BCC | Boise Cascade Co | 602086 | $46.7M | 7.47% | +7.1% |
| VAL | Valaris Ltd | 516313 | $37.5M | 5.99% | +1.6% |
| HOG | Harley-Davidson Inc | 1480880 | $36.2M | 5.79% | +1.2% |
| LEN | Lennar Corp | 149658 | $13.3M | 2.12% | +4.8% |
| ROG | Rogers Corp | 61584 | $10.1M | 1.61% | +-59.2% |
| FSV | FirstService Corp | 61951 | $8.8M | 1.41% | +22.8% |
| OSG | Octave Specialty Group Inc | 1341879 | $8.4M | 1.34% | +0.0% |
| BKD | Brookdale Senior Living Inc | 494826 | $8.0M | 1.27% | +6.7% |
| ICFI | ICF International Inc | 98893 | $7.2M | 1.15% | +37.9% |
| ALG | Alamo Group Inc | 42265 | $7.0M | 1.11% | +23.1% |
| COLL | Collegium Pharmaceutical Inc | 182645 | $6.6M | 1.06% | +17.7% |
| SD | SandRidge Energy Inc | 352558 | $4.8M | 0.77% | +6.6% |