Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Valaris Ltd. (VAL)
← All VAL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 508,186 8.09 Reduce 13.04% 0.70 $49.88–105.35 · VW $82.69i $49,822,555 SEC
2025   Q4 584,373 5.35 Reduce 0.21% 0.01 $46.70–61.70 · VW $53.76i $29,452,399 SEC
2025   Q3 585,602 5.63 Reduce 0.05% <0.01 $43.53–53.98 · VW $48.93i $29,994,534 SEC
2025   Q2 585,921 5.09 Add 2.82% 0.14 $27.15–47.36 · VW $37.56i $24,673,133 SEC
2025   Q1 569,839 4.49 Add 33.57% 1.13 $29.40–50.29 · VW $40.88i $22,371,879 SEC
2024   Q4 426,608 3.65 Reduce 1.33% 0.05 $39.90–56.44 · VW $47.32i $18,873,138 SEC
2024   Q3 432,347 3.94 Add 2.90% 0.11 $53.06–84.20 · VW $64.14i $24,103,345 SEC
2024   Q2 420,158 5.37 Add 0.06% <0.01 $63.60–78.50 · VW $72.51i $31,301,771 SEC
2024   Q1 419,924 5.04 Reduce 0.02% <0.01 $60.06–76.00 · VW $66.85i $31,603,480 SEC
2023   Q4 420,007 4.73 Add 0.07% <0.01 $62.22–74.92 · VW $68.38i $28,799,880 SEC
2023   Q3 419,726 5.37 $76.34 $32,041,883 SEC
2023   Q2 419,726 4.36 Add 35.74% 1.15 $54.13–68.39 · VW $60.12i $26,413,357 SEC
2023   Q1 309,204 3.44 Add 3.09% 0.10 $58.15–80.00 · VW $67.99i $20,116,812 SEC
2022   Q4 299,935 3.53 Reduce 7.30% 0.23 $51.40–70.17 · VW $62.29i $20,281,605 SEC
2022   Q3 323,551 3.12 Reduce 0.18% <0.01 $37.17–60.13 · VW $48.79i $15,835,000 SEC
2022   Q2 324,148 2.44 Add 1.06% 0.03 $41.40–63.45 · VW $52.56i $13,693,000 SEC
2022   Q1 320,736 2.27 Add 3.45% 0.08 $36.17–54.00 · VW $44.86i $16,669,000 SEC
2021   Q4 310,047 1.47 $36.00 $11,162,000 SEC
2021   Q3 310,047 1.46 Buy 1.46 $23.02–36.02 · VW $29.53i $10,815,000 SEC
Price snapshot:
Current price$79.57
Avg. buy price$42.62
+/- since buy86.68%
52-week low$43.53
52-week high$114.12