TAVFX
Third Avenue Value Fund
Third Avenue Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
TS LINES LTD COMMON STOCK 0 12,964,390 12,964,390 1.62% $14.87M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
DEUTSCHE BANK-RG 413,677 0 -413,677 0.00% -$14.80M
COMERICA INC 141,356 0 -141,356 0.00% -$10.81M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
DREYFUS-TR SE-IN 45,927,659 102,883,335 56,955,676 11.19% $56.96M
Common Stock 390,148 397,966 7,818 4.46% $4.60M
BOISE CASCADE CO 271,872 370,337 98,465 3.26% $10.76M
HARBOUR ENERGY P 7,821,064 9,028,871 1,207,807 3.15% $5.77M
JEOL LTD 594,200 708,900 114,700 3.11% $8.63M
CLOSE BROS GRP 3,586,462 3,822,516 236,054 2.89% $6.75M
EASYJET PLC 3,228,199 3,695,747 467,548 2.63% $3.63M
GENTING SINGAPOR 30,659,900 32,995,800 2,335,900 2.07% $1.86M
CONDUIT HOLDINGS LTD 3,474,876 3,614,933 140,057 2.07% $3.55M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
LUNDIN MINING CORP 2,239,676 1,631,465 -608,211 4.48% $5.13M
CAPSTONE COPPER 6,188,203 3,551,712 -2,636,491 4.28% -$15.88M
WARRIOR MET COAL INC 562,715 370,322 -192,393 3.60% -$5.10M
BANK OF IRELAND GROUP PLC 2,609,927 1,501,675 -1,108,252 3.32% -$12.22M
HORIBA LTD 336,100 239,500 -96,600 3.09% -$2.82M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
TIDEWATER INC 677,381 677,381 0 4.61% $8.06M
SUBARU CORP 1,697,700 1,697,700 0 3.97% $331.13K
CK HUTCHISON HOLDINGS LTD COMMON STOCK HKD1.0 4,199,382 4,199,382 0 3.68% $6.01M
ULTRAPAR PARTICIPACOES SA COMMON STOCK 6,626,149 6,626,149 0 3.47% $5.50M
BUZZI UNICEM SPA 559,942 559,942 0 3.47% -$1.86M
VALARIS LTD 514,424 514,424 0 3.23% $828.22K
TAIHEIYO CEMENT 942,600 942,600 0 2.82% $327.89K
JARDINE CYCLE & 1,019,500 1,019,500 0 2.77% -$27.92K
SUBSEA 7 SA 973,870 973,870 0 2.71% $7.11M
PALTAC CORPORATION 701,700 701,700 0 2.39% $1.26M
QUINENCO 3,318,103 3,318,103 0 1.87% $2.01M
MISTO HOLDINGS C 525,088 525,088 0 1.86% $3.55M
CIA SUD AMERICAN 279,431,968 279,431,968 0 1.67% $1.46M
ROGERS CORP 157,394 157,394 0 1.67% $1.53M
S4 CAPITAL PLC 41,051,524 41,051,524 0 1.61% $2.13M
INTERFOR CORP COMMON STOCK 1,317,175 1,317,175 0 1.07% $2.41M
BOLSA MEXICANA 4,828,711 4,828,711 0 1.05% $481.30K
AYALA CORP 927,620 927,620 0 0.87% $594.84K

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