13F filing recap · Q2 2026
What did Third Avenue Management buy in Q2 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
$625.34M
Positions
55
Estimated turnover
15.6%
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 new positions in Taylor Morrison Home Corp, Maximus, Inc., Hongkong Land Holdings Ltd, and Cra International, Inc., while exiting Proassurance Corp and Tri Pointe Group Inc entirely. Among existing holdings, the firm added to Robert Half Inc., Firstservice Corp, Icf International, Inc., Alamo Group Inc., and Collegium Pharmaceutical, Inc. It substantially reduced Rogers Corporation and Myr Group Inc., and moderately trimmed Warrior Met Coal, Inc., Brookfield Corporation, Prologis, Inc., Atlanta Braves Holdings, Inc., and Unifirst Corporation.