Marty Whitman – Third Avenue Management Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Third Avenue Management portfolio managed by Marty Whitman was diversified across 10 sectors, according to the most recent SEC 13F filing dated Aug 13, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Real Estate sector represents the largest share at 24.1% of total portfolio value, followed by Financial Services and Energy and Consumer Cyclical. Together, the top three sectors account for 60.1% of the portfolio, reflecting Marty Whitman's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.