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Third Avenue Management
Third Avenue Management Portfolio: Aktien und Depot im Überblick
Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot von Third Avenue Management 55 Positionen mit einem Gesamtwert von $625 Mio.
Wertentwicklung1 Jahr+44,90 %3 Jahre+113,74 %5 Jahre+190,61 %
Die größten Positionen im Depot sind Tidewater Inc New (TDW, 10,0 %), Boise Cascade Co Del (BCC, 7,5 %) und Valaris (VAL, 6,0 %). Zusammen machen sie 23,4 % des Depots aus.
Was hat Third Avenue Management im 2. Quartal 2026 gekauft und verkauft?
Laut 13F-Meldung hat Third Avenue Management im 2. Quartal 2026 4 Positionen neu gekauft, 13 aufgestockt, 23 reduziert und 2 komplett verkauft.
Größte Käufe
- Robert HalfRHIaufgestockt um 33,7 %≈ $9 Mio.
- Taylor Morrison HomeTMHC*neu gekauft≈ $6 Mio.
- MaximusMMSneu gekauft≈ $4 Mio.
Größte Verkäufe
- RogersROGreduziert um 59,2 %≈ $15 Mio.
- Myr GroupMYRGreduziert um 54,7 %≈ $8 Mio.
- Tri Pointe HomesTPHGBPkomplett verkauft≈ $7 Mio.
Prozentangaben: Veränderung der Stückzahl der jeweiligen Position gegenüber dem Vorquartal (kein Kursgewinn). Dollarwerte geschätzt mit dem Kurs zum Quartalsende. Sortiert nach Wert.
Third Avenue Management
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $625 Mio.
Größte Position Tidewater Inc New
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +44,90 %
Gesamtrendite · 3 Jahre +113,74 %
Gesamtrendite · 5 Jahre +190,61 %
55 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
N/A TDWTidewater Inc New | 9,95% | $62.240.482 | 934.121 | BUY Q2 · 2026+1,4% · 13 Tsd. Stk. | ← | $83,93 | |
 BCCBoise Cascade Co Del | 7,47% | $46.739.936 | 602.086 | BUY Q2 · 2026+7,1% · 40 Tsd. Stk. | ← | $74,84 | |
 VALValaris Ltd | 5,99% | $37.484.324 | 516.313 | BUY Q2 · 2026+1,6% · 8 Tsd. Stk. | ← | $83,49 | |
N/A RHIRobert Half Inc. | 5,93% | $37.095.915 | 1.208.336 | BUY Q2 · 2026+33,7% · 304 Tsd. Stk. | ← | $34,32 | |
 HOGHarley Davidson Inc | 5,79% | $36.222.325 | 1.480.880 | BUY Q2 · 2026+1,2% · 18 Tsd. Stk. | ← | $26,19 | |
 HCCWarrior Met Coal Inc | 3,70% | $23.162.902 | 285.398 | SOLD Q2 · 2026-21,6% · 79 Tsd. Stk. | ← | $92,29 | |
 FPHFive Point Holdings Llc | 3,11% | $19.478.737 | 3.696.155 | SOLD Q2 · 2026-4,3% · 165 Tsd. Stk. | ← | $4,46 | |
 CBRECbre Group Inc | 2,93% | $18.303.832 | 135.896 | SOLD Q2 · 2026-0,3% · 434 Stk. | ← | $129,40 | |
N/A BNBrookfield Corp | 2,69% | $16.820.026 | 394.929 | SOLD Q2 · 2026-18,0% · 87 Tsd. Stk. | ← | $36,83 | |
N/A UHALU Haul Holding Company | 2,62% | $16.379.414 | 283.872 | SOLD Q2 · 2026-0,2% · 503 Stk. | ← | $61,10 | |
 PLDPrologis Inc. | 2,27% | $14.200.372 | 104.823 | SOLD Q2 · 2026-16,8% · 21 Tsd. Stk. | ← | $128,08 | |
 LEN-BLennar Corp | 2,12% | $13.276.161 | 149.658 | BUY Q2 · 2026+4,8% · 7 Tsd. Stk. | ← | $73,36 | |
 PHMPulte Group Inc | 2,09% | $13.050.180 | 95.111 | SOLD Q2 · 20260,0% · 17 Stk. | ← | $113,98 | |
 ECPGEncore Cap Group Inc | 1,94% | $12.101.299 | 129.717 | SOLD Q2 · 2026-9,0% · 13 Tsd. Stk. | ← | $97,92 | |
 DHID R Horton Inc | 1,80% | $11.272.110 | 69.205 | SOLD Q2 · 2026-6,3% · 5 Tsd. Stk. | ← | $133,23 | |
 UMBFUmb Finl Corp | 1,79% | $11.170.256 | 78.245 | – | SOLD Q4 · 2025-19,8% · 19 Tsd. Stk. | $129,80 | |
N/A SUISun Cmntys Inc | 1,75% | $10.966.249 | 91.454 | SOLD Q2 · 20260,0% · 1 Stk. | ← | $111,84 | |
N/A ROGRogers Corp | 1,61% | $10.083.148 | 61.584 | SOLD Q2 · 2026-59,2% · 89 Tsd. Stk. | ← | $159,10 | |
 JLLJones Lang Lasalle Inc | 1,59% | $9.934.827 | 32.053 | SOLD Q2 · 2026-1,1% · 354 Stk. | ← | $302,41 | |
 FNFFidelity Natl Finl Inc | 1,46% | $9.107.492 | 193.119 | SOLD Q2 · 2026-0,2% · 336 Stk. | ← | $39,00 | |
N/A SKYSkyline Champion Corporation | 1,42% | $8.862.757 | 100.576 | SOLD Q2 · 2026-0,2% · 181 Stk. | ← | $85,76 | |
N/A FSVFirstservice Corp New | 1,41% | $8.803.857 | 61.951 | BUY Q2 · 2026+22,8% · 11 Tsd. Stk. | ← | $128,28 | |
 AMHAmerican Homes 4 Rent | 1,40% | $8.784.184 | 262.058 | SOLD Q2 · 2026-0,2% · 462 Stk. | ← | $30,08 | |
N/A OSGOctave Specialty Group Inc | 1,34% | $8.373.325 | 1.341.879 | BUY Q2 · 2026+0,0% · 668 Stk. | ← | $4,58 | |
 BKDBrookdale Sr Living Inc | 1,27% | $7.961.750 | 494.826 | BUY Q2 · 2026+6,7% · 31 Tsd. Stk. | ← | $10,53 | |
N/A PBProsperity Bancshares Inc | 1,19% | $7.461.329 | 102.168 | – | BUY Q3 · 2024+0,2% · 203 Stk. | $67,22 | |
N/A ICFIIcf Intl Inc | 1,15% | $7.205.344 | 98.893 | BUY Q2 · 2026+37,9% · 27 Tsd. Stk. | ← | $82,86 | |
N/A SUPNSupernus Pharmaceuticals | 1,14% | $7.103.193 | 152.724 | – | SOLD Q1 · 2026-19,4% · 37 Tsd. Stk. | $42,76 | |
N/A ALGAlamo Group Inc | 1,11% | $6.952.170 | 42.265 | BUY Q2 · 2026+23,1% · 8 Tsd. Stk. | ← | $162,39 | |
N/A N/ACatalyst Pharmaceuticals Inc | 1,06% | $6.605.360 | 210.161 | – | – | – | |
N/A COLLCollegium Pharmaceutical Inc | 1,06% | $6.611.749 | 182.645 | BUY Q2 · 2026+17,7% · 28 Tsd. Stk. | ← | $21,87 | |
 MYRGMyr Group Inc | 1,05% | $6.538.226 | 13.066 | SOLD Q2 · 2026-54,7% · 16 Tsd. Stk. | ← | $302,65 | |
 BATRAAtlanta Braves Hldgs Inc | 1,01% | $6.299.963 | 111.880 | SOLD Q2 · 2026-32,0% · 53 Tsd. Stk. | ← | $57,74 | |
N/A TMHC*Taylor Morrison Home Corp | 0,99% | $6.165.407 | 85.941 | NEW Q2 · 202686 Tsd. Stk. | – | – | |
 ITICInvestors Title Co Nc | 0,96% | $5.991.950 | 21.894 | – | BUY Q4 · 2025+0,1% · 11 Stk. | $293,39 | |
 PBFPbf Energy Inc | 0,95% | $5.965.396 | 131.050 | – | BUY Q4 · 2024+52,5% · 45 Tsd. Stk. | $84,16 | |
 WCCWesco Intl Inc | 0,94% | $5.859.529 | 16.963 | SOLD Q2 · 2026-11,8% · 2 Tsd. Stk. | ← | $377,09 | |
N/A KALUKaiser Aluminum Corp | 0,93% | $5.839.164 | 29.848 | SOLD Q2 · 2026-0,1% · 33 Stk. | ← | $155,76 | |
N/A UNFUnifirst Corp Mass | 0,88% | $5.501.297 | 20.802 | SOLD Q2 · 2026-26,8% · 8 Tsd. Stk. | ← | $252,89 | |
 QLYSQualys Inc | 0,86% | $5.378.609 | 39.120 | – | – | $198,68 | |
N/A CETCentral Securities Corp | 0,85% | $5.340.039 | 101.812 | – | SOLD Q2 · 2025-8,5% · 9 Tsd. Stk. | $56,24 | |
N/A FLGFlagstar Bank National Assoc | 0,79% | $4.948.741 | 331.241 | – | BUY Q1 · 2026+52,4% · 114 Tsd. Stk. | $11,57 | |
 OCFCOceanfirst Finl Corp | 0,77% | $4.817.309 | 246.662 | – | BUY Q1 · 2026+27,9% · 54 Tsd. Stk. | $16,82 | |
N/A SDSandridge Energy Inc | 0,77% | $4.830.045 | 352.558 | BUY Q2 · 2026+6,6% · 22 Tsd. Stk. | ← | $13,72 | |
 FRFirst Indl Rlty Tr Inc | 0,76% | $4.751.402 | 77.498 | SOLD Q2 · 2026-4,3% · 4 Tsd. Stk. | ← | $59,22 | |
 LXULsb Inds Inc | 0,66% | $4.119.648 | 381.096 | – | SOLD Q1 · 2026-51,7% · 408 Tsd. Stk. | $10,18 | |
 SBSISouthside Bancshares Inc | 0,66% | $4.112.972 | 116.879 | – | SOLD Q4 · 2025-44,2% · 93 Tsd. Stk. | $30,43 | |
 BXCBluelinx Hldgs Inc | 0,64% | $3.983.154 | 64.369 | – | BUY Q1 · 2026+0,0% · 30 Stk. | $74,60 | |
 MMSMaximus Inc | 0,64% | $3.982.810 | 74.085 | NEW Q2 · 202674 Tsd. Stk. | – | $54,41 | |
N/A HKHGFHongkong Land Holdings Ltd | 0,63% | $3.918.136 | 550.300 | NEW Q2 · 2026550 Tsd. Stk. | – | $8,30 |
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