MW

Marty Whitman

Deep Value
Third Avenue Management

Founder of Third Avenue Management (Whitman passed in 2018; firm continues). Practitioner of "safe and cheap" deep-value investing across equity, distressed debt, and real estate.

Q2 2026 13F FilingFiled August 12, 2026View on SEC EDGAR
Total positions
43
Portfolio value
$526.3M
Top-10 concentration
49.7%
First quarter loaded — quarter-over-quarter changes will appear once Q2 2026 data is filed (~August 2026).
Sector allocation9 sectors
Other25.3%
Real Estate15.4%
Basic Materials15.2%
Industrials14.2%
Consumer Cyclical11.0%
Financial Services9.7%
Healthcare4.1%
Technology2.9%
Energy2.1%

Q2 2026 Portfolio43 positions

#, Company, % of Portfolio, Value
#Company% of PortfolioValueSharesvs Last Qtr
1
TDGMWTidewater Inc
10.0%
$62.2M934K—
2
BCCBoise Cascade Co3
7.5%
$46.7M602K—
3
VAL-WTValaris Ltd2
6.0%
$37.5M516K—
4
RHIRobert Half Inc2
5.9%
$37.1M1.21M—
5
HOGHarley-Davidson Inc
5.8%
$36.2M1.48M—
6
HCCWarrior Met Coal Inc4
3.7%
$23.2M285K—
7
FPHFive Point Holdings LLC
3.1%
$19.5M3.70M—
8
CBRECBRE Group Inc8
2.9%
$18.3M136K—
9
BNBrookfield Corp5
2.7%
$16.8M395K—
10
PHMPulteGroup Inc
2.1%
$13.1M95K—
11
ECPGEncore Capital Group Inc
1.9%
$12.1M130K—
12
UMBFOUMB Financial Corp
1.8%
$11.2M78K—
13
SUISun Communities Inc2
1.8%
$11.0M91K—
14
ROGRogers Corp2
1.6%
$10.1M62K—
15
JLLJones Lang LaSalle Inc3
1.6%
$9.9M32K—
16
SKYChampion Homes Inc4
1.4%
$8.9M101K—
17
FSVFirstService Corp2
1.4%
$8.8M62K—
18
AMH-PHAmerican Homes 4 Rent2
1.4%
$8.8M262K—
19
OSGOctave Specialty Group Inc
1.3%
$8.4M1.34M—
20
BKDBrookdale Senior Living Inc
1.3%
$8.0M495K—
21
PBProsperity Bancshares Inc3
1.2%
$7.5M102K—
22
ICFIICF International Inc
1.2%
$7.2M99K—
23
SUPNSupernus Pharmaceuticals Inc3
1.1%
$7.1M153K—
24
ALGAlamo Group Inc
1.1%
$7.0M42K—
25
COLLCollegium Pharmaceutical Inc2
1.1%
$6.6M183K—
26
MYRGMYR Group Inc2
1.0%
$6.5M13K—
27
ITICInvestors Title Co
0.96%
$6.0M22K—
28
PBFPBF Energy Inc2
0.95%
$6.0M131K—
29
WCCWESCO International Inc4
0.94%
$5.9M17K—
30
KALUKaiser Aluminum Corp2
0.93%
$5.8M30K—
31
QLYSQualys Inc4
0.86%
$5.4M39K—
32
CETCentral Securities Corp
0.85%
$5.3M102K—
33
SDSandRidge Energy Inc2
0.77%
$4.8M353K—
34
OCFCOceanFirst Financial Corp2
0.77%
$4.8M247K—
35
FRFirst Industrial Realty Trust
0.76%
$4.8M77K—
36
LXULSB Industries Inc
0.66%
$4.1M381K—
37
SBSISouthside Bancshares Inc
0.66%
$4.1M117K—
38
BXCBlueLinx Holdings Inc
0.64%
$4.0M64K—
39
MMSMaximus Inc2
0.64%
$4.0M74K—
40
WYWeyerhaeuser Co3
0.62%
$3.9M162K—
41
CRAICRA International Inc
0.47%
$3.0M21K—
42
FRPHFRP Holdings Inc
0.43%
$2.7M107K—
43
COMPCompass Inc2
0.37%
$2.3M187K—
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Data sourced from SEC 13F-HR filings via EDGAR. Holdings are reported quarterly and may not reflect current positions. CUSIP-to-ticker mapping is approximate. Not financial advice.