Marty Whitman's Q1 2026 Portfolio: Focus on Energy, Real Estate, and New Positions
Marty Whitman's portfolio as of March 31, 2026, shows significant changes in Energy and Basic Materials sectors, with notable share increases in Tidewater Inc. (TDW) and Boise Cascade Company (BCC), and decreases in Valaris Ltd. (VAL) and Warrior Met Coal Inc. (HCC).
As of March 31, 2026, Marty Whitman's portfolio managed by Third Avenue Management had a total value of $61.6 million, with a strategic focus on Energy, Real Estate, and Industrials sectors.
In the Energy sector, Whitman increased his stake in Tidewater Inc. (TDW) by 5.51%, while reducing his position in Valaris Ltd. (VAL) by 13.04%. In Basic Materials, Boise Cascade Company (BCC) saw a substantial 30.7% increase in shares, whereas Warrior Met Coal Inc. (HCC) experienced a significant 37.6% decrease.
Whitman also initiated new positions in Consumer Cyclical and Industrials sectors. He fully increased his holdings in Harley-Davidson Inc. (HOG) and Robert Half, Inc. (RHI), both representing a 100% increase in shares during the quarter.
Financial Services and Real Estate holdings showed moderate changes. Brookfield Corp. (BN) decreased by 12.16%, while Five Point Holdings LLC (FPH) and CBRE Group, Inc. (CBRE) both saw reductions of 6.14% and 7.15%, respectively. Prologis Inc. (PLD) also decreased by 13.41%.
For more insights into Marty Whitman's investment strategy, visit Marty Whitman's profile. Detailed analysis of each stock, including Tidewater Inc. (TDW), Valaris Ltd. (VAL), and others, is available at InsiderSet.