Third Avenue Management recent buys & sells (2026 Q2)
Marty Whitman
Third Avenue Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $625.34M (+$9M)
- Previous value:
- $616.04M
- # of changes:
- 42
- New positions:
- 4
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 12 Aug 2026
Third Avenue Management has disclosed a total of 42 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 13, bought 4 totally new, decreased the number of shares of 23 and completely sold out 2 position(s).
What stocks is Third Avenue Management buying now?
In the recent quarter Third Avenue Management has bought 17 securities out of which top 5 purchases (by % change to portfolio) are (TDW) Tidewater Inc (added shares +1.40%), (BCC) Boise Cascad Llc (added shares +7.13%), (VAL) Valaris Ltd (added shares +1.60%), (RHI) Robert Half International Inc (added shares +33.68%) and (HOG) Harley-Davidson Inc (added shares +1.24%).
In the latest report(s) the following changes have been made to the top investments: (TDW) Tidewater Inc (added shares +1.40%), (BCC) Boise Cascad Llc (added shares +7.13%), (VAL) Valaris Ltd (added shares +1.60%), (RHI) Robert Half International Inc (added shares +33.68%) and (HOG) Harley-Davidson Inc (added shares +1.24%).
42 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
CRA International Inc
|
new
|
+20,819
|
20,819
|
+0.47%
|
$142.30
|
+24.49%($177.15)
|
0.47%
|
2026 Q2
|
~0.25 years
|
|
|
|
HONGKONG LAND HOLDINGS LTD
|
new
|
+550,300
|
550,300
|
+0.63%
|
$7.12
|
+8.43%($7.72)
|
0.63%
|
2026 Q2
|
~0.25 years
|
|
|
|
Maximus Inc
|
new
|
+74,085
|
74,085
|
+0.64%
|
$53.76
|
+13.34%($60.93)
|
0.64%
|
2026 Q2
|
~0.25 years
|
|
|
|
Taylor Morn Home
|
new
|
+85,941
|
85,941
|
+0.99%
|
$71.74
|
|
0.99%
|
2026 Q2
|
~0.25 years
|
|
|
|
ICF International Inc
|
+37.86%
|
+27,157
|
98,893
|
+0.32%
|
$72.86
|
+22.41%($89.19)
|
1.15%
|
2013 Q2*
|
> 13 years
|
|
|
|
Robert Half International Inc
|
+33.68%
|
+304,431
|
1,208,336
|
+1.49%
|
$30.70
|
+7.43%($32.98)
|
5.93%
|
2026 Q1
|
~0.50 years
|
|
|
|
Alamo Group Inc
|
+23.11%
|
+7,933
|
42,265
|
+0.21%
|
$164.49
|
-8.64%($150.28)
|
1.11%
|
2013 Q2*
|
> 13 years
|
|
|
|
FirstService Corp
|
+22.79%
|
+11,499
|
61,951
|
+0.26%
|
$142.11
|
-4.30%($136.00)
|
1.41%
|
2025 Q4
|
~0.75 years
|
|
|
|
Collegium Pharmaceutical Inc
|
+17.73%
|
+27,502
|
182,645
|
+0.16%
|
$36.20
|
-36.50%($22.99)
|
1.06%
|
2023 Q4
|
~2.75 years
|
|
|
|
Boise Cascad Llc
|
+7.13%
|
+40,065
|
602,086
|
+0.5%
|
$77.63
|
-1.80%($76.23)
|
7.47%
|
2025 Q3
|
~1.00 year
|
|
Insights | News
Insight
—
Position exited · 2026 Q2
Insight
—
Position exited · 2026 Q2
Insight
Insight
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".