Third Avenue
Third Avenue Management截至 2026 Q1· $616.04M 组合 · 53 只持仓
组合总市值趋势 · 近8 个季度 · $582.96M → $616.04M
公开数据（SEC 13F-HR 申报）。每季度末快照，披露最多滞后约 45 天，且仅含美股多头（不含做空/期权）—— 非实时持仓，亦非投资建议。
最新一季持仓
| 股票 | 市值 | 占比 | 环比 |
|---|---|---|---|
| TDW | $76.96M | 12.5% | 加仓 +6% |
| Valaris Ltd. | $49.82M | 8.1% | 减仓 -13% |
| BCC | $42.63M | 6.9% | 加仓 +31% |
| HCC | $33.91M | 5.5% | 减仓 -38% |
| HOG | $29.58M | 4.8% | 新建仓 |
| RHI | $22.96M | 3.7% | 新建仓 |
| BN | $19.49M | 3.2% | 减仓 -12% |
| FPH | $18.69M | 3.0% | 减仓 -6% |
| CBRE | $18.47M | 3.0% | 减仓 -7% |
| PLD | $16.65M | 2.7% | 减仓 -13% |
| ROG | $16.21M | 2.6% | 减仓 -24% |
| UHAL/B | $12.70M | 2.1% | 加仓 +10% |
| LEN/B | $12.02M | 2.0% | 持有 |
| SUI | $11.52M | 1.9% | 减仓 -6% |
| PHM | $11.19M | 1.8% | 减仓 -6% |
数据来源：SEC 13F-HR 申报（公有领域）；CUSIP→代码经 OpenFIGI 映射。非投资建议。