Marty Whitman Third Avenue Management Portfolio Update December 2025
Third Avenue Management's portfolio, managed by Marty Whitman, reached $550 million as of December 31, 2025. This analysis highlights significant changes in key holdings.
Third Avenue Management's portfolio, managed by Marty Whitman, stood at $550,214,835 as of December 31, 2025.
Among the top holdings, significant changes occurred. Marty Whitman increased his stake in Brookfield Corp. (BN) by 44.91%, acquiring more shares, and boosted his position in Boise Cascade Company (BCC) by 57.1%, adding a substantial number of shares. Conversely, the position in Deutsche Bank AG (DB) saw a sharp decline, with a 66.99% reduction in holdings.
Other notable movements included a decrease in Warrior Met Coal Inc. (HCC) and Tidewater Inc. (TDW), while holdings in Rogers Corp. (ROG), Prologis Inc. (PLD), Lennar Corp. (LEN-B), and CBRE Group, Inc. (CBRE) remained relatively stable or showed minimal change.
For detailed analysis of each holding, including historical performance and company profiles, please visit the respective investor pages: Marty Whitman Third Avenue Management and Warrior Met Coal Inc. (HCC), Tidewater Inc. (TDW), Boise Cascade Company (BCC), Valaris Ltd. (VAL), Brookfield Corp. (BN), CBRE Group, Inc. (CBRE), Prologis Inc. (PLD), Rogers Corp. (ROG), Lennar Corp. (LEN-B), Deutsche Bank AG (DB).