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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 21, 2025 | Third Avenue Value Fund | 11.9% | - | AC PM, BCC, ROG | Coal, Copper, gold, Housing, Value Investing | The fund emphasizes exposure to commoditiesparticularly copper, gold, and coalamid tight supply and rising prices, supporting miners like Capstone Copper and Warrior Met Coal. It discusses opportunities in U.S. housing-related companies trading at cyclically depressed valuations such as Boise Cascade. The manager reiterates the funds contrarian buying grey clouds and selling sunshine value-investing discipline that targets durable, undervalued franchises across cycles. | AC ROG BOISE DBK OR HBR LUN CS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||