Michael A. Buono
Third Avenue Management Llc
Assets Managed
$616.036M
Holdings
53
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
11.97%(2Q avg: 7.63%)
Sustained Growth
3 quarters
Portfolio positions
This chart displays the top 10 holdings in Third Avenue Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 53 positions.
Assets under management
The assets under management (AUM) of Third Avenue Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 616.036M in assets, with a quarterly growth rate of 11.97% and a 2-quarter average growth rate of 7.63%. The portfolio is managed by Michael A. Buono, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
TDW Tidewater Inc
| 12.5% | $76.965M 921,181 shares@ $83.56 avg price | Increased 5.52% |
VAL Valaris Ltd
| 8.09% | $49.823M 508,186 shares@ $98.04 avg price | Decreased -13.03% |
BCC Boise Cascade Co
| 6.92% | $42.629M 562,021 shares@ $75.86 avg price | Increased 30.71% |
HCC Warrior Met Coal Inc
| 5.51% | $33.907M 364,002 shares@ $93.15 avg price | Decreased -37.59% |
HOG Harley-davidson Inc
| 4.81% | $29.575M 1.463M shares@ $20.22 avg price | New Position |
RHI Robert Half Inc
| 3.73% | $22.959M 903,905 shares@ $25.4 avg price | New Position |
BN Brookfield Corp
| 3.17% | $19.486M 481,495 shares@ $40.48 avg price | Decreased -12.15% |
FPH Five Point Holdings Llc-cl A
| 3.04% | $18.688M 3.861M shares@ $4.84 avg price | Decreased -6.14% |
CBRE Cbre Group Inc - A
| 3% | $18.467M 136,330 shares@ $135.47 avg price | Decreased -7.15% |
PLD Prologis Inc
| 2.71% | $16.647M 125,945 shares@ $132.18 avg price | Decreased -13.41% |
1-10 of 53