Third Avenue Management
Third Avenue ManagementThird Avenue Management13F · 13 May 2026
持仓 40前十集中度 53%本季新建/加仓 10减持/清仓 22
112.5%加仓28.1%减持36.9%加仓45.5%减持54.8%新建仓63.7%新建仓73.2%减持83.0%减持93.0%减持102.7%减持112.6%减持122.1%加仓131.9%减持141.9%减持151.8%减持161.6%减持171.6%减持181.6%减持191.5%减持201.4%持有211.3%减持221.3%减持231.3%持有241.2%减持251.2%减持261.2%持有271.2%持有281.1%加仓291.1%持有301.1%减持311.0%新建仓321.0%加仓331.0%持有340.9%加仓350.9%减持360.9%持有370.8%减持380.8%新建仓390.8%减持400.8%持有
TDWTidewater Inc.均 44
VALValaris plc均 45
BCCBoise Cascade Company均 36
HCCWarrior Met Coal Inc.均 50
HOGHarley-Davidson均 37
RHIRobert Half International均 39
BNBrookfield Corp.均 64
FPHFive Point Holdings LLC均 32
CBRECBRE Group均 61
PLDPrologis Inc.均 59
ROGRogers Corp.均 42
UHAL.BU Haul Holding Co Non Voting
LEN.BLennar Corp. CL B
SUISun Communities Inc.均 57
PHMPulteGroup Inc.均 52
DHID.R. Horton均 52
ECPGEncore Capital Group Inc.均 39
JLLJones Lang Lasalle Inc.均 48
FNFFidelity National Financial Inc.均 57
UMBFUMB Financial Corp.均 47
MYRGMYR Group Inc.均 51
SUPNSupernus Pharmaceuticals均 38
BATRAAtlanta Braves Holdings Inc. Series A均 52
SKYSkyline Champion Corp.均 47
AMHAmerican Homes 4 Rent均 45
TPH-OLDTRI Pointe Group
UNFUniFirst Corp.均 39
FSVFirstservice Corp均 56
PBProsperity Bancshares Inc.均 57
PRAProAssurance Corp.均 25
BKDBrookdale Senior Living Inc.均 34
OSGOctave Specialty Group Inc.均 34
PBFPBF Energy Inc.均 38
ALGAlamo Group Inc.均 43
LXULSB Industries Inc.均 34
SDSandRidge Energy Inc.均 28
WCCWESCO International Inc.均 58
CPRXCatalyst Pharmaceuticals Inc.均 42
COLLCollegium Pharmaceutical Inc.均 39
CETCentral Securities Corp.均 41
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。