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Third Avenue小盘价值基金在第二季度增加了MMS、CRAI
2026-07-27 22:47
- The Third Avenue Small-Cap Value Fund returned 12.85% during Q2 2026, as compared to a return of 12.61% for the MSCI USA Small-Cap Value Index and 17.19% for the Russell 2000 Value Index.
- During the quarter, the fund initiated positions in three new holdings: Maximus Incorporated (MMS), Taylor Morrison Home Corporation, and CRA International (CRAI). The fund has initiated eight new positions year to date, which is an unusually high degree of activity facilitated by the presence of various areas of significant pessimism.
- Additionally, the fund exited two positions during the quarter as the takeovers of Tri Pointe Homes and ProAssurance Corporation were completed, which is typically its preferred method of exit, it said.
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