THIRD AVENUE MANAGEMENT LLC — 13F holdings

THIRD AVENUE MANAGEMENT LLC reported 55 holdings worth $625M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. TDW TIDEWATER INC NEW — $62.2M (10.0%)
2. BCC BOISE CASCADE CO DEL — $46.7M (7.5%)
3. VAL Valaris Ltd — $37.5M (6.0%)
4. RHI ROBERT HALF INC. — $37.1M (5.9%)
5. HOG HARLEY DAVIDSON INC — $36.2M (5.8%)
6. HCC WARRIOR MET COAL INC — $23.2M (3.7%)
7. FPH FIVE POINT HOLDINGS LLC — $19.5M (3.1%)
8. CBRE CBRE Group Inc — $18.3M (2.9%)
9. BN Brookfield Corp — $16.8M (2.7%)
10. UHAL.B U HAUL HOLDING COMPANY — $16.4M (2.6%)