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Third Avenue

by Matthew Fine, portfolio manager since 2017 asset manager

Legal name
Third Avenue Management LLC
On record since?
Q2 2013
Filings read
53
Style
Value
Website
thirdave.com
View more
CIK
0001099281
Read since
Aug 22, 2026

Q2 2026 · filed Aug 12, 2026 · $625M US stock · 55 positions · Focused · Low turnover · Top: TDW 9.9% · BCC 7.5% · VAL 6.0%

Read the filing →

Streakslongest held · 53 quarters on record

  1. UMBF UMB Financial Corp 1.8%53+ quarters
  2. ICFI ICF International, Inc. 1.1%53+ quarters
  3. ALG Alamo Group, Inc. 1.1%53+ quarters
  4. KALU Kaiser Aluminum Corporation 0.9%53+ quarters
  5. UNF Unifirst Corp 0.9%53+ quarters

7 names have been in this book every quarter on record (53). New in this book this quarter: TMHC, MMS, HKHGF, CRAI.

Over time53 quarters, Q2 2013 to Q2 2026

US stock$625M Q2 2026

Positions55 Q2 2026

Picture99.4% Q2 2026

Turnover25%/yr Q2 2026

Filings53

  1. Q2 2026 filed Aug 12, 26 $625M · 55 positions  · 4 new · 2 exited full · Focused 4 new · 2 exited
  2. Q1 2026 filed May 13, 26 $616M · 53 positions  · 6 new · 4 exited full · Focused 6 new · 4 exited
  3. Q4 2025 filed Feb 12, 26 $550M · 51 positions  · 4 new · 3 exited full · Focused 4 new · 3 exited
  4. Q3 2025 filed Nov 14, 25 $533M · 50 positions  · 2 new · 4 exited full · Focused 2 new · 4 exited
  5. Q2 2025 filed Aug 13, 25 $485M · 52 positions  · 3 new · 12 exited full · Focused 3 new · 12 exited
  6. Q1 2025 filed May 14, 25 $499M · 61 positions  · 3 new · 1 exited full · Focused 3 new · 1 exited
  7. Q4 2024 filed Feb 13, 25 $517M · 59 positions  · 2 new · 2 exited full · Focused 2 new · 2 exited
  8. Q3 2024 filed Nov 14, 24 $612M · 59 positions  · 2 new · 2 exited full · Focused 2 new · 2 exited
  9. Q2 2024 filed Aug 13, 24 $583M · 59 positions  · 2 new · 1 exited full · Focused 2 new · 1 exited
  10. Q1 2024 filed May 13, 24 $627M · 58 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  11. Q4 2023 filed Feb 13, 24 $609M · 59 positions  · 1 new · 1 exited full · Focused 1 new · 1 exited
  12. Q3 2023 filed Nov 15, 23 $596M · 59 positions  · 2 new · 1 exited full · Focused 2 new · 1 exited
  13. Q2 2023 filed Aug 14, 23 $606M · 58 positions  · 5 new · 1 exited full · Focused 5 new · 1 exited
  14. Q1 2023 filed May 12, 23 $1.2B · 54 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  15. Q4 2022 filed Feb 10, 23 $575M · 55 positions  · 6 new · 4 exited full · Focused 6 new · 4 exited
  16. Q3 2022 filed Nov 14, 22 $508M · 53 positions  · 0 new · 3 exited full · Focused 0 new · 3 exited
  17. Q2 2022 filed Aug 12, 22 $562M · 56 positions  · 2 new · 4 exited full · Focused 2 new · 4 exited
  18. Q1 2022 filed May 13, 22 $734M · 58 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  19. Q4 2021 filed Feb 11, 22 $760M · 59 positions  · 5 new · 5 exited full · Focused 5 new · 5 exited
  20. Q3 2021 filed Nov 12, 21 $743M · 59 positions  · 3 new · 4 exited full · Focused 3 new · 4 exited
  21. Q2 2021 filed Aug 13, 21 $756M · 60 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  22. Q1 2021 filed May 14, 21 $756M · 61 positions  · 2 new · 5 exited full · Focused 2 new · 5 exited
  23. Q4 2020 filed Feb 12, 21 $713M · 64 positions  · 3 new · 3 exited full · Focused 3 new · 3 exited
  24. Q3 2020 filed Nov 13, 20 $719M · 64 positions  · 2 new · 3 exited full · Focused 2 new · 3 exited
  25. Q2 2020 filed Aug 14, 20 $714M · 65 positions  · 3 new · 5 exited full · Focused 3 new · 5 exited
  26. Q1 2020 filed May 13, 20 $676M · 67 positions  · 19 new · 9 exited full · Focused 19 new · 9 exited
  27. Q4 2019 filed Feb 13, 20 $1.0B · 57 positions  · 2 new · 2 exited full · Focused 2 new · 2 exited
  28. Q3 2019 filed Nov 13, 19 $1.1B · 57 positions  · 2 new · 3 exited full · Focused 2 new · 3 exited
  29. Q2 2019 filed Aug 14, 19 $1.2B · 58 positions  · 0 new · 1 exited full · Focused 0 new · 1 exited
  30. Q1 2019 filed May 14, 19 $1.3B · 59 positions  · 4 new · 6 exited full · Focused 4 new · 6 exited
  31. Q4 2018 filed Feb 13, 19 $1.2B · 61 positions  · 5 new · 17 exited full · Focused 5 new · 17 exited
  32. Q3 2018 filed Nov 9, 18 $1.8B · 73 positions  · 1 new · 4 exited full · Focused 1 new · 4 exited
  33. Q2 2018 filed Jun 30, 18 $2.0B · 76 positions  · 6 new · 8 exited full · Focused 6 new · 8 exited
  34. Q1 2018 filed May 14, 18 $2.0B · 78 positions  · 5 new · 19 exited full · Focused 5 new · 19 exited
  35. Q4 2017 filed Feb 14, 18 $2.1B · 92 positions  · 3 new · 21 exited full · Focused 3 new · 21 exited
  36. Q3 2017 filed Oct 26, 17 $2.2B · 110 positions  · 3 new · 9 exited full · Focused 3 new · 9 exited
  37. Q2 2017 filed Aug 14, 17 $2.2B · 116 positions  · 9 new · 5 exited full · Focused 9 new · 5 exited
  38. Q1 2017 filed May 15, 17 $2.2B · 112 positions  · 6 new · 8 exited full · Focused 6 new · 8 exited
  39. Q4 2016 filed Feb 13, 17 $2.2B · 114 positions  · 8 new · 4 exited full · Focused 8 new · 4 exited
  40. Q3 2016 filed Nov 14, 16 $2.2B · 110 positions  · 3 new · 7 exited full · Focused 3 new · 7 exited
  41. Q2 2016 filed Aug 11, 16 $2.2B · 114 positions  · 8 new · 8 exited full · Focused 8 new · 8 exited
  42. Q1 2016 filed May 12, 16 $2.6B · 114 positions  · 13 new · 7 exited full · Focused 13 new · 7 exited
  43. Q4 2015 filed Feb 11, 16 $3.1B · 108 positions  · 5 new · 26 exited full · Focused 5 new · 26 exited
  44. Q3 2015 filed Nov 10, 15 $3.7B · 129 positions  · 13 new · 13 exited full · Focused 13 new · 13 exited
  45. Q2 2015 filed Aug 13, 15 $4.0B · 129 positions  · 8 new · 12 exited full · Focused 8 new · 12 exited
  46. Q1 2015 filed May 13, 15 $4.0B · 133 positions  · 10 new · 16 exited full · Focused 10 new · 16 exited
  47. Q4 2014 filed Feb 13, 15 $4.0B · 139 positions  · 9 new · 16 exited full · Focused 9 new · 16 exited
  48. Q3 2014 filed Oct 16, 14 $4.8B · 146 positions  · 18 new · 23 exited full · Diversified 18 new · 23 exited
  49. Q2 2014 filed Jul 22, 14 $5.2B · 151 positions  · 14 new · 20 exited full · Diversified 14 new · 20 exited
  50. Q1 2014 filed May 14, 14 $5.2B · 157 positions  · 11 new · 24 exited full · Diversified 11 new · 24 exited
  51. Q4 2013 filed Feb 18, 14 $5.5B · 170 positions  · 24 new · 17 exited full · Diversified 24 new · 17 exited
  52. Q3 2013 filed Oct 22, 13 $5.2B · 163 positions  · 26 new · 8 exited full · Diversified 26 new · 8 exited
  53. Q2 2013 filed Aug 7, 13 $5.1B · 145 positions  · 0 new · 0 exited full · Diversified 0 new · 0 exited

People2

  • Matthew Fine · portfolio manager · 2017–Runs the Value Fund and the global value strategy since 2017; partner and management committee member; joined 2000. Source: thirdave.com/our-team/matthew-fine-cfa
  • Martin Whitman · founder · 1986–2018Founded the firm in 1986; stepped back from the Value Fund in 2012; died 2018-04-16. Source: Wikipedia, thirdave.com