Third Avenue Value Fund Boosts Portfolio with Strategic Additions in Q2 2024
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 25 2024
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Source: Yahoo Finance
- Harbour Energy PLC Emerges as a Prominent New Holding with a 2.8% Stake: Third Avenue Value Fund added Harbour Energy PLC, Close Brothers Group PLC, and Paltac Corp to its portfolio in Q2 2024.
- Summary of New Buys: The fund strategically increased stakes in Genting Singapore Ltd and CK Hutchison Holdings Ltd while reducing positions in Ultrapar Participacoes SA and Tidewater Inc.
- Portfolio Overview: The fund's portfolio included 32 stocks in Q2 2024, with top holdings in Capstone Copper Corp, Warrior Met Coal Inc, Deutsche Bank AG, Tidewater Inc, and Bayerische Motoren Werke AG.
- Disclaimer: The article provides general insights based on historical data and analyst projections, not personalized financial advice. It does not recommend specific stock actions and may not include the latest company announcements or qualitative information.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
