What Third Avenue Management bought and sold in Q2 2026
In Q2 2026, Third Avenue Management (Third Avenue Management) exited 53 (TDW, VAL, BCC).
0New0Added0Trimmed53Exited
Exited (53)
- TDWTidewater Incwas 12.5% of book
- VALValaris Ltd.was 8.1% of book
- BCCBoise Cascade COwas 6.9% of book
- HCCWarrior Met Coal Incwas 5.5% of book
- HOGHarley-davidson Incwas 4.8% of book
- RHIRobert Half Incwas 3.7% of book
- BNBrookfield Corpwas 3.2% of book
- FPHFive Point Holdings Llc-cl Awas 3.0% of book
- CBRECbre Group Inc - Awas 3.0% of book
- PLDPrologis Incwas 2.7% of book
- ROGRogers Corpwas 2.6% of book
- UHAL/BU-haul Holding Co-non Votingwas 2.1% of book
- LEN/BLennar Corp - B Shswas 2.0% of book
- SUISun Communities Incwas 1.9% of book
- PHMPultegroup Incwas 1.8% of book
- DHIDR Horton Incwas 1.6% of book
- ECPGEncore Capital Group Incwas 1.6% of book
- JLLJones Lang Lasalle Incwas 1.6% of book
- FNFFidelity National Financialwas 1.5% of book
- UMBFUmb Financial Corpwas 1.4% of book
- MYRGMyr Group Inc/delawarewas 1.3% of book
- SUPNSupernus Pharmaceuticals Incwas 1.3% of book
- BATRAAtlanta Braves Holdings In-awas 1.3% of book
- SKYChampion Homes Incwas 1.2% of book
- AMHAmerican Homes 4 Rent- Awas 1.2% of book
- TPHTri Pointe Homes Incwas 1.2% of book
- UNFUnifirst Corp/mawas 1.2% of book
- FSVFirstservice Corpwas 1.1% of book
- PBProsperity Bancshares Incwas 1.1% of book
- PRAProassurance Corpwas 1.0% of book
- BKDBrookdale Senior Living Incwas 1.0% of book
- PBFPbf Energy Inc-class Awas 1.0% of book
- OSGOctave Specialty Group Incwas 1.0% of book
- LXULsb Industries Incwas 0.9% of book
- ALGAlamo Group Incwas 0.9% of book
- SDSandridge Energy Incwas 0.9% of book
- WCCWesco International Incwas 0.9% of book
- CPRXCatalyst Pharmaceuticals Incwas 0.8% of book
- COLLCollegium Pharmaceutical Incwas 0.8% of book
- CETCentral Securities Corpwas 0.8% of book
- ITICInvestors Title COwas 0.8% of book
- FRFirst Industrial Realty TRwas 0.8% of book
- ICFIIcf International Incwas 0.8% of book
- OCFCOceanfirst Financial Corpwas 0.7% of book
- FLGFlagstar Bank NAwas 0.7% of book
- WYWeyerhaeuser COwas 0.6% of book
- SBSISouthside Bancshares Incwas 0.6% of book
- KALUKaiser Aluminum Corpwas 0.6% of book
- BXCBluelinx Holdings Incwas 0.6% of book
- QLYSQualys Incwas 0.6% of book
- FRPHFrp Holdings Incwas 0.4% of book
- COMPCompass Inc - Class Awas 0.2% of book
- BATRKAtlanta Braves Holdings In-cwas 0.2% of book
Third Avenue Management's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.