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SEC filer: THIRD AVENUE MANAGEMENT LLC · quarter ending 2026-06-30 · filed 2026-08-12 · $625.3M across 54 reported positions
| BCC | NEW POSITION | 0 → 602,086 sh | $46.7M |
| Boise Cascade Company | EXITED | 562,021 → 0 sh | $42.6M |
| FPH | NEW POSITION | 0 → 3,696,155 sh | $19.5M |
| Five Point Holdings LLC - CL A | EXITED | 3,861,162 → 0 sh | $18.7M |
| U-Haul Holding Co | NEW POSITION | 0 → 283,872 sh | $16.4M |
| RHI | ADDED | 903,905 → 1,208,336 sh | $14.1M |
| Lennar Corp | NEW POSITION | 0 → 149,658 sh | $13.3M |
| U-Haul Holding Company | EXITED | 284,375 → 0 sh | $12.7M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | TDWTidewater Inc | 10.0% | $62.2M | 934,121 | SHARES |
| 2 | BCCBoise Cascade Co | 7.5% | $46.7M | 602,086 | SHARES |
| 3 | VALValaris Ltd | 6.0% | $37.5M | 516,313 | SHARES |
| 4 | RHIRobert Half Inc | 5.9% | $37.1M | 1,208,336 | SHARES |
| 5 | HOGHarley-Davidson Inc | 5.8% | $36.2M | 1,480,880 | SHARES |
| 6 | HCCWarrior Met Coal Inc | 3.7% | $23.2M | 285,398 | SHARES |
| 7 | FPHFive Point Holdings LLC |
| 3.1% |
| $19.5M |
| 3,696,155 |
| SHARES |
| 8 | CBRECBRE Group Inc | 2.9% | $18.3M | 135,896 | SHARES |
| 9 | Brookfield Corpno ticker match — as filed | 2.7% | $16.8M | 394,929 | SHARES |
| 10 | U-Haul Holding Cono ticker match — as filed | 2.6% | $16.4M | 283,872 | SHARES |
| 11 | PLDPrologis Inc | 2.3% | $14.2M | 104,823 | SHARES |
| 12 | Lennar Corpno ticker match — as filed | 2.1% | $13.3M | 149,658 | SHARES |
| 13 | PulteGroup Incno ticker match — as filed | 2.1% | $13.1M | 95,111 | SHARES |
| 14 | ECPGEncore Capital Group Inc | 1.9% | $12.1M | 129,717 | SHARES |
| 15 | DR Horton Incno ticker match — as filed | 1.8% | $11.3M | 69,205 | SHARES |
| 16 | UMBFUMB Financial Corp | 1.8% | $11.2M | 78,245 | SHARES |
| 17 | SUISun Communities Inc | 1.8% | $11.0M | 91,454 | SHARES |
| 18 | ROGRogers Corp | 1.6% | $10.1M | 61,584 | SHARES |
| 19 | JLLJones Lang LaSalle Inc | 1.6% | $9.9M | 32,053 | SHARES |
| 20 | Fidelity National Financial Inno ticker match — as filed | 1.5% | $9.1M | 193,119 | SHARES |
| 21 | SKYChampion Homes Inc | 1.4% | $8.9M | 100,576 | SHARES |
| 22 | FSVFirstService Corp | 1.4% | $8.8M | 61,951 | SHARES |
| 23 | AMHAmerican Homes 4 Rent | 1.4% | $8.8M | 262,058 | SHARES |
| 24 | OSGOctave Specialty Group Inc | 1.3% | $8.4M | 1,341,879 | SHARES |
| 25 | BKDBrookdale Senior Living Inc | 1.3% | $8.0M | 494,826 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.