Marty Whitman's Portfolio Analysis: Top Holdings in Energy, Real Estate, and More
Marty Whitman's portfolio as of March 31, 2026, includes significant holdings in Energy and Real Estate sectors, with notable changes in shares for several companies.
As of March 31, 2026, investor Marty Whitman, through his company Third Avenue Management, holds a substantial portfolio valued at $616.04 million. His investment strategy focuses on key sectors, with Energy and Real Estate being prominent. For a detailed view of his investment approach, you can visit Marty Whitman's investor profile.
Whitman's largest position is in Tidewater Inc. (TDW), a company in the Energy sector. His fund holds 921,181 shares, representing approximately 12.49% of the total portfolio, with a total stock value of $76.96 million. TDW's stock can be explored further at TDW stock profile.
Valaris Ltd. (VAL) is another significant Energy holding, comprising about 8.09% of the portfolio. With 508,186 shares valued at $49.82 million, Whitman's stake in this company shows a decrease, as the share count fell by 13.04% compared to the previous period. Further insights into Valaris Ltd. are available at VAL stock profile.
In the Energy sector, Boise Cascade Company (BCC) holds a portfolio allocation of 6.92%. Whitman increased his stake significantly, adding 30.7% more shares, bringing the total to 562,021 shares valued at $42.63 million. More information on Boise Cascade can be found at BCC stock profile.
Warrior Met Coal Inc. (HCC) is positioned at 5.5% of the portfolio. However, Whitman reduced his exposure substantially, decreasing the share count by 37.6% in the latest reporting period. Details on Warrior Met Coal are available at HCC stock profile.
Harley-Davidson Inc. (HOG) and Robert Half, Inc. (RHI) each represent around 4.8% and 3.73% of the portfolio, respectively. Notably, Whitman doubled his holdings in both companies, adding 100% more shares in each during the prior period. You can learn more about Harley-Davidson at HOG stock profile and Robert Half at RHI stock profile.
In the Financial Services sector, Brookfield Corp. (BN) holds a 3.16% allocation. Whitman slightly decreased his position here, reducing the share count by 12.16%. Additional information on Brookfield can be found at BN stock profile.
Whitman also has significant exposure to the Real Estate sector, with holdings in Five Point Holdings LLC (FPH), CBRE Group, Inc. (CBRE), and Prologis Inc. (PLD). FPH, representing 3.03% of the portfolio, saw a reduction in holdings by 6.14%. CBRE and PLD, at 3.0% and 2.7% respectively, also showed declines of 7.15% and 13.41% in share count. For more details, visit the FPH stock profile, CBRE stock profile, and PLD stock profile.