Marty Whitman - Third Avenue Management Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 12, 2026, the Third Avenue Management portfolio balances reported a total equity value of $625.34M across 55 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight Tidewater Inc (TDW) as the single largest position, accounting for 10.0% of total equity value, followed by Boise Cascade Co (BCC), Valaris Ltd (VAL), Robert Half Inc (RHI), and others. Collectively, the top five holdings represent 35.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.