Third Avenue Management — Third Avenue Management LLC
Third Avenue ManagementThird Avenue Management LLC
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| TDW | Tidewater Inc. | 934,121 | $62.2M | 9.9% |
| BCC | Boise Cascade Company | 602,086 | $46.7M | 7.5% |
| VAL | Valaris Limited | 516,313 | $37.5M | 6.0% |
| RHI | Robert Half Inc. | 1,208,336 | $37.1M | 5.9% |
| HOG | Harley-Davidson, Inc. | 1,480,880 | $36.2M | 5.8% |
| HCC | Warrior Met Coal, Inc. | 285,398 | $23.2M | 3.7% |
| FPH | Five Point Holdings, LLC | 3,696,155 | $19.5M | 3.1% |
| CBRE | CBRE Group, Inc. | 135,896 | $18.3M | 2.9% |
| BN | Brookfield Corporation | 394,929 | $16.8M | 2.7% |
| UHAL/B | U-Haul Holding Company | 283,872 | $16.4M | 2.6% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.