13F filing recap · Q1 2026
What did Third Avenue Management buy in Q1 2026?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Third Avenue account, including accounts that belong to no fund below.
Stock value
$616.04M
Positions
53
Estimated turnover
31.9%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Third Avenue Management opened positions in Harley-Davidson, Robert Half, Brookdale Senior Living, Catalyst Pharmaceuticals, Qualys, and Compass, while exiting Cantaloupe, F&G Annuities & Life, Rayonier, and Deutsche Bank. It also added to Firstservice, Octave Specialty Group, Alamo Group, ICF International, and Flagstar Bank, and trimmed Warrior Met Coal, LSB Industries, and Kaiser Aluminum.