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Third Avenue Management

Third Avenue Management

Founded by legendary value investor Martin Whitman, Third Avenue Management manages mutual funds, separate accounts and hedge funds. Since 2002, Third Avenue Management has partnered with Affiliated Managers Group, a publicly traded asset manager that has invested in a diverse stable of boutique asset management firms. This partnership allowed Third Avenue to extend ownership rights to its senior professionals, including key members of the investment team, providing a clear and transparent succession plan for the Firm and all of its principals. Third Avenue Management manages assets across four core strategies—Value, Small-Cap, Real Estate and International Real Estate—which are available to investors through 40Act mutual funds, institutional separately managed accounts and a Real Estate Value Fund UCITS for non-U.S. investors.

Shares Held
Asset Size
% Top 10
55
$625.34M
50.20%
Latest2026Q2
Top BuysG4587L109 (SG)
Top SellsPRA (US)

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Oil & Gas Related Equipment and Services
Homebuilding & Construction Supplies
Real Estate Operations
Professional & Commercial Services
Banking Services
Residential & Commercial REITs
Automobiles & Auto Parts
Metals & Mining
Insurance
Investment Banking & Investment Services
Freight & Logistics Services
Other

Holdings

2026Q2
2026Q2
2026Q1
2025Q4
2025Q3
2025Q2
2025Q1
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
9.95%
+12.94K
$62.24M
$62.24M
934.12K
Oil & Gas Related Equipment and Services
2026-06-30
7.47%
+40.06K
$46.74M
$46.60M
602.09K
Homebuilding & Construction Supplies
2026-06-30
5.99%
+8.13K
$37.48M
$37.48M
516.31K
Oil & Gas Related Equipment and Services
2026-06-30
5.93%
+304.43K
$37.10M
$36.61M
1.21M
Professional & Commercial Services
2026-06-30
5.79%
+18.21K
$36.22M
$35.98M
1.48M
Automobiles & Auto Parts
2026-06-30
3.70%
-78.60K
$23.16M
$23.14M
285.40K
Metals & Mining
2026-06-30
3.11%
-165.01K
$19.48M
$19.48M
3.70M
Real Estate Operations
2026-06-30
2.93%
-434.00
$18.30M
$18.30M
135.90K
Real Estate Operations
2026-06-30
2.69%
-86.57K
$16.82M
$16.79M
394.93K
Investment Banking & Investment Services
2026-06-30
10
U Haul Non Voting Ord Shs Series N (US)
UHALb
2.62%
-503.00
$16.38M
--
283.87K
Freight & Logistics Services
2026-06-30
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