Marty Whitman Portfolio Concentration: Analysis of Top Holdings as of March 31, 2026
Analysis of Marty Whitman's portfolio concentration as of March 31, 2026, highlighting key holdings and share changes.
Third Avenue Management's portfolio, managed by Marty Whitman as of March 31, 2026, shows significant concentration in specific sectors and individual stocks. The fund's holdings reflect a focused approach to certain industries, with several positions demonstrating notable changes in share count from the previous period.
The largest holding is Tidewater Inc. (TDW), representing approximately 12.49% of the total portfolio value. This Energy sector stock saw an increase in shares held by 5.51% compared to the prior period. Another major position is Valaris Ltd. (VAL), which accounts for 8.09% of the portfolio. However, this stock experienced a significant reduction, with shares decreasing by 13.04%.
Boise Cascade Company (BCC) is the third-largest holding, making up 6.92% of the portfolio. This Basic Materials stock saw substantial growth, with shares increasing by 30.7%. Similarly, Warrior Met Coal Inc. (HCC), representing 5.5% of the portfolio, also showed significant growth in shares, albeit with a large decrease in the prior period.
Other significant positions include Harley-Davidson Inc. (HOG) and Robert Half, Inc. (RHI), both added in the current period with 100% increases in shares. The portfolio also includes several Real Estate Investment Trusts (REITs) such as Brookfield Corp. (BN), Five Point Holdings (FPH), and several entities from CBRE Group (CBRE) and Prologis (PLD).
For detailed information on Marty Whitman's investment strategy and Third Avenue Management, please visit Marty Whitman's profile. For specific data on any holding, such as Tidewater Inc. (TDW) or Valaris Ltd. (VAL), please visit the respective company pages: TDW, VAL, BCC, HCC, HOG, RHI, BN, FPH, CBRE, and PLD.