MYR Group Inc (MYRG) fell to 1.05% of the Third Avenue Management portfolio in 2026 Q2, from 1.32%, according to the 13F-HR filed with the SEC on August 12, 2026. The share count dropped 55% to 13.1K shares, and the position is worth about $6.5M and ranks 32nd of 55 stocks by weight.
What did the 2026 Q2 filing report for MYRG?
As of June 30, 2026, from the 13F-HR filed August 12, 2026.
| Before | After | |
|---|---|---|
| Shares | 28.8K | 13.1K |
| Shares sold | -15.8K (55%) | |
| Reported value | $8.1M | $6.5M |
| Portfolio weight | 1.32% | 1.05% |
| Rank in portfolio | 32nd of 55 |
How much did Third Avenue Management cut MYRG?
Third Avenue Management sold 15.8K shares of MYRG during 2026 Q2, cutting the stake from 28.8K to 13.1K. The reported value of the position fell by about $1.6M, from about $8.1M to about $6.5M.
Where does MYRG sit in the Third Avenue Management portfolio?
MYRG ranks 32nd of 55 stock positions in the Third Avenue Management portfolio at 1.05%, below the fund's average stock position of 2%. The largest stock position is TDW at 9.95%. Next come BCC at 7.47% and VAL at 5.99%. The three largest stocks together are 23.42% of the book. The MYRG cut was the 3rd largest of the quarter's 42 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Third Avenue Management reported 55 stock positions, with 4 opened and 2 closed. The total portfolio value is about $625.3M, up 2% from the prior quarter.
How long has Third Avenue Management held MYRG?
Third Avenue Management first reported MYRG in the quarter ended December 31, 2015. The weight peaked at 2.1% in 2024 Q4. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 19%. Every reported trade is on the Third Avenue Management MYRG trade history page.
FAQ
How many MYRG shares did Third Avenue Management sell in 2026 Q2?
Third Avenue Management sold 15.8K shares of MYRG, 55% of the position, leaving 13.1K shares.
What remains of the MYRG position of Third Avenue Management?
Third Avenue Management still holds 13.1K shares of MYRG, worth about $6.5M at June 30, 2026 prices.
How much of the Third Avenue Management portfolio is MYRG now?
MYRG is 1.05% of the Third Avenue Management portfolio, down from 1.32% a quarter earlier.