Marty Whitman - Third Avenue Management Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Third Avenue Management portfolio managed by Marty Whitman was diversified across 9 sectors, according to the most recent SEC 13F filing dated Nov 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Real Estate sector represents the largest share at 22.6% of total portfolio value, followed by Real Estate and Financial Services and Energy. Together, the top three sectors account for 57.9% of the portfolio, reflecting Marty Whitman's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Real Estate | 22.56% | |
| Financial Services | 19.20% | |
| Energy | 16.10% | |
| Basic Materials | 14.39% | |
| Consumer Cyclical | 11.15% | |
| Industrials | 8.16% | |
| Technology | 3.79% | |
| Healthcare | 3.05% | |
| Communication Services | 1.59% | |