Marty Whitman - Third Avenue Management Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Third Avenue Management portfolio managed by Marty Whitman was diversified across 10 sectors, according to the most recent SEC 13F filing dated Feb 12, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Real Estate sector represents the largest share at 21.3% of total portfolio value, followed by Real Estate and Basic Materials and Financial Services. Together, the top three sectors account for 56.3% of the portfolio, reflecting Marty Whitman's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Real Estate | 21.28% |
| Basic Materials | 18.10% |
| Financial Services | 16.90% |
| Energy | 14.88% |
| Consumer Cyclical | 9.28% |
| Industrials | 7.78% |
| Technology | 4.03% |
| Healthcare | 3.42% |
| ETF | 2.86% |
| Communication Services | 1.46% |