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Focused investors/Third Avenue Management

Third Avenue Management

As of Q1 2026, this manager reported 53 long-equity positions worth $616.04M in aggregate.

As of Q1 2026, Third Avenue Management's Third Avenue Management held 53 long-equity positions with a reported value of $616.04M.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Energy: 22.5% ($138.42M)Real Estate: 16.5% ($101.89M)Basic Materials: 13.9% ($85.82M)Financial Services: 12.7% ($78.48M)Consumer Cyclical: 12.6% ($77.69M)Industrials: 11.4% ($70.05M)Healthcare: 4.0% ($24.57M)Technology: 3.2% ($19.65M)Unclassified: 1.7% ($10.6M)Communication Services: 1.4% ($8.87M)

Sector breakdown

  • Energy(4)22.5%
  • Real Estate(11)16.5%
  • Basic Materials(4)13.9%
  • Financial Services(10)12.7%
  • Consumer Cyclical(6)12.6%
  • Industrials(8)11.4%
  • Healthcare(4)4.0%
  • Technology(2)3.2%
  • Unclassified(2)1.7%
  • Communication Services(2)1.4%