Third Avenue Management opened a $3.7M position in Champion Homes, Inc.
Marty Whitman of Third Avenue Management has invested $3.7 million in Champion Homes, Inc., reflecting confidence in the consumer cyclical sector. The filing was made on August 13, 2025, for the period ending June 30, 2025.
Third Avenue Management Adds $3.7M Position in Champion Homes
Marty Whitman, renowned investor and founder of Third Avenue Management, has revealed a new investment in Champion Homes, Inc.. The investment amounts to $3.7 million, representing 59,865 shares, according to the latest filing on August 13, 2025. This move underscores Whitman's strategic focus on undervalued opportunities within the consumer cyclical sector.
Significance of the Investment
Champion Homes, Inc., operating in the Consumer Cyclical sector, has attracted Whitman's attention due to its potential for growth. The $3.7 million investment constitutes 0.77% of Third Avenue Management's portfolio, indicating a moderate yet significant allocation. This reflects Whitman's long-standing approach of identifying companies with strong fundamentals and attractive valuations.
Strategic Insight
The consumer cyclical sector is known for its sensitivity to economic conditions, offering opportunities during periods of recovery or growth. Champion Homes' position as a key player in this space aligns with Whitman's investment philosophy of targeting companies poised to benefit from macroeconomic trends. This new position highlights his confidence in Champion Homes' ability to deliver returns despite potential market volatility.