Third Avenue Management's top holdings (July 2026) include Tidewater Inc. (TDW), a provider of offshore service vessels and marine support services to the global energy industry.

Third Avenue Management is a New York-based investment firm that focuses on deep value and fundamental research across various asset classes. The firm manages several investment strategies, including those centered on global equities, small-cap companies, and distressed debt, following a disciplined research-driven approach.

Tidewater Inc. (TDW)

Tidewater Inc. operates a global fleet of offshore support vessels, providing marine transportation services to the international energy industry. The company supports offshore exploration, development, and production through its diverse range of specialized maritime equipment and services. The company has a market capitalization of $3.35B, with Third Avenue Management's position currently valued at $61.38M. Market analysts have established a price target of $101.5 for the stock, while its discounted cash flow is calculated at $202.03 per share.

Here's an overview of Third Avenue Management's trades in Tidewater Inc.:

Boise Cascade Co (BCC)

Boise Cascade Co is a major producer of engineered wood products and plywood in North America and a leading wholesale distributor of building products. Its operations serve the residential and commercial construction markets through a network of distribution centers located across the United States. Boise Cascade Co's market cap stands at $2.85B, while the current value of Third Avenue Management's holding is $43.63M. A discounted cash flow analysis suggests a value of $111.59 per share, and the current analyst price target is set at $94.5.

Here's an overview of Third Avenue Management's trades in Boise Cascade Co:

Valaris Ltd (VAL)

Valaris Ltd provides offshore drilling services to the international oil and gas industry, operating a fleet of ultra-deepwater drillships and jackup rigs. The company maintains operations across several major offshore basins, supporting energy production efforts in both shallow and deepwater environments. The company's market capitalization stands at $5.29B, and the position in Third Avenue Management's portfolio is currently worth $36.89M. A discounted cash flow analysis indicates a value of -$102.62 per share.

Here's an overview of Third Avenue Management's trades in Valaris Ltd:

Harley-Davidson, Inc. (HOG)

Harley-Davidson, Inc. is a manufacturer of motorcycles, parts, and accessories, while also providing related financial services to its customers and dealers. The company maintains a global presence through its iconic brand and extensive dealer network, focusing on the heavyweight motorcycle segment. This holding in Third Avenue Management's portfolio is currently worth $35.78M, and the firm maintains a market capitalization of $2.65B. Analysts have set a price target of $23.0 for Harley-Davidson, Inc., while its discounted cash flow value is calculated at $60.96.

Here's an overview of Third Avenue Management's trades in Harley-Davidson, Inc.:

Warrior Met Coal Inc (HCC)

Warrior Met Coal Inc is a U.S.-based producer and exporter of metallurgical coal, primarily serving the global steel industry. The company operates underground mines in Alabama, focusing on the extraction of high-quality coal used specifically for steel production. The current value of Third Avenue Management's position in Warrior Met Coal Inc is $29.54M, compared to a total market cap of $4.29B. The company's discounted cash flow analysis suggests a value of $72.98 per share, with an analyst price target of $105.0.

Here's an overview of Third Avenue Management's trades in Warrior Met Coal Inc: