Published on 21 Mar 2024 on GuruFocus.com via Yahoo Finance
Insights from the First Quarter of 2024 N-PORT Filing
Third Avenue Value Fund (Trades, Portfolio), established by the renowned Martin J. Whitman in 1990, has recently disclosed its investment activities for the first quarter of 2024. The fund is known for its global, all-cap equities approach and its penchant for investing in credit securities. With a keen eye for financial strength and the potential for NAV compounding, Third Avenue Value Fund (Trades, Portfolio) seeks out investments that are significantly undervalued relative to their intrinsic business value. The fund's latest N-PORT filing reveals strategic moves that reflect its commitment to long-term capital appreciation through a portfolio of contrarian and special-situation opportunities.
Third Avenue Value Fund Adjusts Portfolio, Warrior Met Coal Sees Significant Reduction