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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 Real Estate Value Fund | 6.7% | - | AC FP, SKY, UTG LN | Affordable Housing, Discount Valuation, Hotel Franchising, Structural Shift, UK Real Estate | The fund identifies bifurcation in global property markets, emphasizing affordable housing producers like Champion Homes as structural beneficiaries of U.S. housing undersupply. It expands exposure to discounted U.K. real estate via Unite Group and adds Accor in Europe to capture the secular shift toward hotel franchise and management models. The letter underscores selective positioning in quality global property platforms trading below intrinsic value. | UTG CHMP ACCOR UTG CHMP AC ROG BOISE DBK OR HBR LUN CS |
View |
| 2025 Q1 | Mar 31, 2025 | Third Avenue International Real Estate Value Fund | 6.0% | 6.0% | 1686 HK, FPH, UTG LN, WDB BB | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Third Avenue Real Estate Value Fund | -0.5% | -0.5% | FPH, MRP, PHM, UTG LN | - | View |
| 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. | ||||||||