What Third Avenue Management Bought in Q2 2026
Third Avenue Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$625.3M
Total Value
55
Holdings
4
New Buys
23
Reduced
In Q2 2026, Third Avenue Management reported 55 long equity positions worth $625.3M in their Third Avenue Management 13F filing, including 4 new positions (largest: Taylor Morrison Home Corp at $6.2M) and 13 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TDW | Tidewater Inc | 934121 | $62.2M | 9.95% | +1.4% |
| 2 | BCC | Boise Cascade Co | 602086 | $46.7M | 7.47% | +7.1% |
| 3 | VAL | Valaris Ltd | 516313 | $37.5M | 5.99% | +1.6% |
| 4 | RHI | Robert Half Inc | 1208336 | $37.1M | 5.93% | 33.7% |
| 5 | HOG | Harley-Davidson Inc | 1480880 | $36.2M | 5.79% | +1.2% |
| 6 | HCC | Warrior Met Coal Inc | 285398 | $23.2M | 3.70% | -21.6% |
| 7 | FPH | Five Point Holdings LLC | 3696155 | $19.5M | 3.11% | -4.3% |
| 8 | CBRE | CBRE Group Inc | 135896 | $18.3M | 2.93% | -0.3% |
| 9 | BN | Brookfield Corp | 394929 | $16.8M | 2.69% | -18.0% |
| 10 | UHAL-B | U-Haul Holding Co | 283872 | $16.4M | 2.62% | -0.2% |
| 11 | PLD | Prologis Inc | 104823 | $14.2M | 2.27% | -16.8% |
| 12 | LEN | Lennar Corp | 149658 | $13.3M | 2.12% | +4.8% |
| 13 | PHM | PulteGroup Inc | 95111 | $13.1M | 2.09% | -0.0% |
| 14 | ECPG | Encore Capital Group Inc | 129717 | $12.1M | 1.94% | -9.0% |
| 15 | DHI | DR Horton Inc | 69205 | $11.3M | 1.80% | -6.3% |
| 16 | UMBFO | UMB Financial Corp | 78245 | $11.2M | 1.79% | — |
| 17 | SUI | Sun Communities Inc | 91454 | $11.0M | 1.75% | -0.0% |
| 18 | ROG | Rogers Corp | 61584 | $10.1M | 1.61% | +-59.2% |
| 19 | JLL | Jones Lang LaSalle Inc | 32053 | $9.9M | 1.59% | -1.1% |
| 20 | FNF | Fidelity National Financial In | 193119 | $9.1M | 1.46% | -0.2% |
| 21 | SKY | Champion Homes Inc | 100576 | $8.9M | 1.42% | -0.2% |
| 22 | FSV | FirstService Corp | 61951 | $8.8M | 1.41% | +22.8% |
| 23 | AMH-PG | American Homes 4 Rent | 262058 | $8.8M | 1.40% | -0.2% |
| 24 | OSG | Octave Specialty Group Inc | 1341879 | $8.4M | 1.34% | +0.0% |
| 25 | BKD | Brookdale Senior Living Inc | 494826 | $8.0M | 1.27% | +6.7% |
| 26 | PB | Prosperity Bancshares Inc | 102168 | $7.5M | 1.19% | — |
| 27 | ICFI | ICF International Inc | 98893 | $7.2M | 1.15% | +37.9% |
| 28 | SUPN | Supernus Pharmaceuticals Inc | 152724 | $7.1M | 1.14% | — |
| 29 | ALG | Alamo Group Inc | 42265 | $7.0M | 1.11% | +23.1% |
| 30 | COLL | Collegium Pharmaceutical Inc | 182645 | $6.6M | 1.06% | +17.7% |
| 31 | CPRX | Catalyst Pharmaceuticals Inc | 210161 | $6.6M | 1.06% | — |
| 32 | MYRG | MYR Group Inc | 13066 | $6.5M | 1.05% | -54.7% |
| 33 | BATRA | Atlanta Braves Holdings Inc | 111880 | $6.3M | 1.01% | -32.0% |
| 34 | TMHC | Taylor Morrison Home Corp | 85941 | $6.2M | 0.99% | NEW |
| 35 | ITIC | Investors Title Co | 21894 | $6.0M | 0.96% | — |
| 36 | PBF | PBF Energy Inc | 131050 | $6.0M | 0.95% | — |
| 37 | WCC | WESCO International Inc | 16963 | $5.9M | 0.94% | -11.8% |
| 38 | KALU | Kaiser Aluminum Corp | 29848 | $5.8M | 0.93% | -0.1% |
| 39 | UNF | UniFirst Corp/MA | 20802 | $5.5M | 0.88% | -26.8% |
| 40 | QLYS | Qualys Inc | 39120 | $5.4M | 0.86% | — |
| 41 | CET | Central Securities Corp | 101812 | $5.3M | 0.85% | — |
| 42 | FLG | Flagstar Bank NA | 331241 | $4.9M | 0.79% | — |
| 43 | SD | SandRidge Energy Inc | 352558 | $4.8M | 0.77% | +6.6% |
| 44 | OCFC | OceanFirst Financial Corp | 246662 | $4.8M | 0.77% | — |
| 45 | FR | First Industrial Realty Trust | 77498 | $4.8M | 0.76% | -4.3% |
| 46 | LXU | LSB Industries Inc | 381096 | $4.1M | 0.66% | — |
| 47 | SBSI | Southside Bancshares Inc | 116879 | $4.1M | 0.66% | — |
| 48 | BXC | BlueLinx Holdings Inc | 64369 | $4.0M | 0.64% | — |
| 49 | MMS | Maximus Inc | 74085 | $4.0M | 0.64% | NEW |
| 50 | HKHGF | Hongkong Land Holdings Ltd | 550300 | $3.9M | 0.63% | NEW |
| 51 | WY | Weyerhaeuser Co | 162097 | $3.9M | 0.62% | -0.2% |
| 52 | CRAI | CRA International Inc | 20819 | $3.0M | 0.47% | NEW |
| 53 | FRPH | FRP Holdings Inc | 107160 | $2.7M | 0.43% | — |
| 54 | COMP | Compass Inc | 187469 | $2.3M | 0.37% | — |
| 55 | BATRB | Atlanta Braves Holdings Inc | 26027 | $1.4M | 0.22% | -0.3% |