AlphaYouThird Avenue Management LLC
Last 4 years copying the filings
$100 would be $220
+120% across 17 filings, buying each one the day it became public. Best quarter +19%, worst -7.3%.
All time
+137% since May 2022
Fund size $616M today
Aug 2022 to Jul 2026, at least 64% of the book priced each quarter. Not audited fund performance. What this covers
Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.
New Harley-davidson position and exited Deutsche Bank AG in Q1 2026.
$616.0M in this filing53 positionstop 10 = 53%
53 stock and fund positions worth $616.0M
Holdings are from Mar 31, 2026, not today. Filed May 13, 2026.
- 1TDWTidewater Inc.12.49%$77.0M - 921K shares+48K
- 2Valaris LTD.8.09%$49.8M - 508K shares-76K
- 3BCCBoise Cascade Company6.92%$42.6M - 562K shares+132K
50 more on a paid plan
Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.
Unlock all 50 holdingsWhat is missing
This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.