Third Avenue Value Fund
Shareclass
Third Avenue Value Investor (TVFVX)
Type
Open-end mutual fund
Manager
Investments in major fossil fuel companies
Top 200 carbon reserves$25.69 MILLION
Harbour Energy PLC
Top 200 carbon reserves$20.48 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Carbon Underground 200
2
holdings
$46.17M
invested
6.7%
of portfolio
Coal industry
Coal miners, coal services, owners of coal reserves
2
holdings
$44.99M
invested
6.53%
of portfolio
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
6
holdings
$115M
invested
17%
of portfolio
Utility sector
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
1
holdings
$19.3M
invested
2.8%
of portfolio
When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
8 holdings
8 holdings
- 1. Tidewater Inc
$26.19M3.8% - 2. Warrior Met Coal Inc
$25.69M3.73% - 3. Harbour Energy PLC$20.48M2.97%
- 4. Ultrapar Participacoes SA$20.15M2.92%
- 5. Valaris Ltd$19.68M2.86%
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Third Avenue Value Fund TVFVX
Environment
Social
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