What did Third Avenue Management buy in Q2 2026?

Third Avenue Management opened 3 new positions (TMHC, MMS, CRAI) and added to 4 existing holdings in the Q2 2026 13F.

What did Third Avenue Management sell in Q2 2026?

Third Avenue Management exited 2 positions (TPH, PRA) and trimmed 5.

What Third Avenue Management bought and sold in Q2 2026

In Q2 2026, Third Avenue Management (Third Avenue Management) opened 3 new positions — including TMHC (1.0%), MMS (0.6%), CRAI (0.5%), added to 4, trimmed 5, exited 2 (TPH, PRA). The book stood at $625M across 55 positions, filed Aug 12, 2026.

3New4Added5Trimmed2Exited

Share𝕏 in

New positions (3)

TMHCTaylor Morrison Home Corp1.0% · $6M
MMSMaximus Inc0.6% · $4M
CRAICra International Inc0.5% · $3M

Added to (4)

RHIRobert Half Inc+34% shares · 5.9% · $37M
FSVFirstservice Corp+23% shares · 1.4% · $9M
ICFIIcf International Inc+38% shares · 1.2% · $7M
ALGAlamo Group Inc+23% shares · 1.1% · $7M

Trimmed (5)

HCCWarrior Met Coal Inc-22% shares · 3.7% · $23M
ROGRogers Corp-59% shares · 1.6% · $10M
MYRGMyr Group Inc/delaware-55% shares · 1.0% · $7M
BATRAAtlanta Braves Holdings In-a-32% shares · 1.0% · $6M
UNFUnifirst Corp/ma-27% shares · 0.9% · $6M

Exited (2)

TPHTri Pointe Homes Incwas 1.2% of book
PRAProassurance Corpwas 1.0% of book

Third Avenue Management's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Third Avenue Management's full portfolio →The whole cohort in Q2 2026 →

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.