Not yet filed. No Q3 2026 Form 13F from Third Avenue Management has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 12, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| TDW · TIDEWATER INC | 934,121 | 9.95% |
| BCC · BOISE CASCADE Co | 602,086 | 7.47% |
| VAL · Valaris Ltd | 516,313 | 5.99% |
| RHI · ROBERT HALF INC. | 1,208,336 | 5.93% |
| HOG · HARLEY-DAVIDSON, INC. | 1,480,880 | 5.79% |
| HCC · WARRIOR MET COAL, INC. | 285,398 | 3.70% |
| FPH · Five Point Holdings, LLC | 3,696,155 | 3.11% |
| CBRE · CBRE GROUP, INC. | 135,896 | 2.93% |
| BN · BROOKFIELD Corp /ON/ | 394,929 | 2.69% |
| UHAL · U-Haul Holding Co /NV/ | 283,872 | 2.62% |
Largest increase 2026 Q1 → 2026 Q2: ICFI (+37.9% of shares). New position in 2026 Q2: MMS (0.64% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: ROG (-59.2% of shares).
Full record: Third Avenue Management fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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