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SEC filer: THIRD AVENUE MANAGEMENT LLC · quarter ending 2026-03-31 · filed 2026-05-13 · $616.0M across 53 reported positions
| HOG | NEW POSITION | 0 → 1,462,670 sh | $29.6M |
| RHI | NEW POSITION | 0 → 903,905 sh | $23.0M |
| HCC | TRIMMED | 583,320 → 364,002 sh | $17.5M |
| Deutsche Bank AG | EXITED | 337,193 → 0 sh | $13.0M |
| Boise Cascade Company | ADDED | 429,999 → 562,021 sh | $11.0M |
| BKD | NEW POSITION | 0 → 463,664 sh | $6.3M |
| KALU | TRIMMED | 85,363 → 29,881 sh | $6.2M |
| Catalyst Pharmaceuticals | NEW POSITION | 0 → 210,161 sh | $5.2M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | TDWTidewater Inc. | 12.5% | $77.0M | 921,181 | SHARES |
| 2 | VALValaris Ltd. | 8.1% | $49.8M | 508,186 | SHARES |
| 3 | Boise Cascade Companyno ticker match — as filed | 6.9% | $42.6M | 562,021 | SHARES |
| 4 | HCCWarrior Met Coal Inc. | 5.5% | $33.9M | 364,002 | SHARES |
| 5 | HOGHarley-Davidson Inc | 4.8% | $29.6M | 1,462,670 | SHARES |
| 6 | RHIRobert Half, Inc. | 3.7% | $23.0M | 903,905 | SHARES |
| 7 | Brookfield Corp.no ticker match — as filed |
| 3.2% |
| $19.5M |
| 481,495 |
| SHARES |
| 8 | Five Point Holdings LLC - CL Ano ticker match — as filed | 3.0% | $18.7M | 3,861,162 | SHARES |
| 9 | CBRECBRE Group, Inc. | 3.0% | $18.5M | 136,330 | SHARES |
| 10 | PLDPrologis Inc. | 2.7% | $16.6M | 125,945 | SHARES |
| 11 | ROGRogers Corp. | 2.6% | $16.2M | 151,025 | SHARES |
| 12 | U-Haul Holding Companyno ticker match — as filed | 2.1% | $12.7M | 284,375 | SHARES |
| 13 | Lennar Corp - Class Bno ticker match — as filed | 2.0% | $12.0M | 142,843 | SHARES |
| 14 | SUISun Communities Inc. | 1.9% | $11.5M | 91,455 | SHARES |
| 15 | PulteGroup Inc.no ticker match — as filed | 1.8% | $11.2M | 95,128 | SHARES |
| 16 | DR Horton Inc.no ticker match — as filed | 1.6% | $10.1M | 73,836 | SHARES |
| 17 | ECPGEncore Capital Group Inc. | 1.6% | $10.0M | 142,512 | SHARES |
| 18 | Jones Lang Lasalleno ticker match — as filed | 1.6% | $9.9M | 32,407 | SHARES |
| 19 | FNF Groupno ticker match — as filed | 1.5% | $9.0M | 193,455 | SHARES |
| 20 | UMB Financial Corporationno ticker match — as filed | 1.4% | $8.8M | 78,245 | SHARES |
| 21 | MYRGMYR Group Inc. | 1.3% | $8.1M | 28,819 | SHARES |
| 22 | SUPNSupernus Pharmaceuticals, Inc. | 1.3% | $7.9M | 152,724 | SHARES |
| 23 | Atlanta Braves Holdings Inc - Ano ticker match — as filed | 1.3% | $7.8M | 164,438 | SHARES |
| 24 | SKYChampion Homes, Inc. | 1.2% | $7.5M | 100,757 | SHARES |
| 25 | AMHAmerican Homes 4 Rent | 1.2% | $7.3M | 262,520 | 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.