Third Avenue Management

Third Avenue Management

Last Update: 2014-08-14
Related: Martin Whitman

Number of Stocks: 151
Number of New Stocks: 13

Total Value: $5,184 Mil
Q/Q Turnover: 7%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-06-30.

Plans start from as little as $349/year. 7-Day FREE TRIAL

Third Avenue Management Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
WY Weyerhaeuser Co 2014-06-30 Add1.82%$27.72 - $32.7
($30.18)
$ 31.866%Add 43.38%9,374,201
AGCO AGCO Corp 2014-06-30 Buy 1.1%$53.65 - $57.28
($55.22)
$ 45.81-17%New holding, 1006478 sh.1,006,478
PDCO Patterson Companies ... 2014-06-30 Buy 0.46%$38.71 - $43.01
($40.45)
$ 41.242%New holding, 603465 sh.603,465
CTB Cooper Tire & Rubber... 2014-06-30 Buy 0.38%$23.56 - $29.9
($27.15)
$ 28.866%New holding, 660100 sh.660,100
ARCO Arcos Dorados Holdin... 2014-06-30 Buy 0.37%$8.5 - $11.25
($9.67)
$ 6.17-36%New holding, 1706142 sh.1,706,142
SMP Standard Motor Produ... 2014-06-30 Buy 0.32%$35.82 - $44.53
($40.33)
$ 34.71-14%New holding, 367674 sh.367,674
RLGY Realogy Holdings Cor... 2014-06-30 Buy 0.3%$35.12 - $44.61
($38.84)
$ 36.49-6%New holding, 408234 sh.408,234
PB Prosperity Bancshare... 2014-06-30 Add0.25%$57.18 - $67
($60.49)
$ 57.03-6%Add 63.67%532,553
SYNT Syntel Inc 2014-06-30 Add0.23%$78 - $90.95
($82.23)
$ 87.156%Add 42.99%455,170
USTR United Stationers In... 2014-06-30 Buy 0.22%$37 - $42.18
($39.15)
$ 36.71-6%New holding, 274511 sh.274,511
SYMC Symantec Corp 2014-06-30 Add0.21%$20.01 - $22.77
($21.22)
$ 23.29%Add 21.37%2,603,676
MSG Madison Square Garde... 2014-06-30 Add0.2%$48.67 - $61.87
($54.98)
$ 64.618%Add 45.38%533,656
ATU Actuant Corp 2014-06-30 Add0.2%$33.34 - $36.51
($34.7)
$ 30.54-12%Add 69.82%739,062
FOR Forestar Group Inc 2014-06-30 Buy 0.19%$16.7 - $19.22
($17.75)
$ 17.680%New holding, 520060 sh.520,060
JQC Nuveen Credit Strate... 2014-06-30 Buy 0.18%$9.15 - $9.52
($9.35)
$ 8.89-5%New holding, 979439 sh.979,439
CMA Comerica Inc 2014-06-30 Add0.14%$45.9 - $52.04
($48.81)
$ 49.722%Add 6.07%2,556,661
IM Ingram Micro Inc 2014-06-30 Add0.07%$26.03 - $30.78
($28.06)
$ 25.74-8%Add 22.95%636,038
FSTR LB Foster Co 2014-06-30 Buy 0.06%$45.61 - $54.58
($49.64)
$ 45.67-8%New holding, 58326 sh.58,326
ALLY Ally Financial Inc 2014-06-30 Buy 0.06%$23.46 - $25.21
($24.29)
$ 22.6-7%New holding, 139500 sh.139,500
TG Tredegar Corp 2014-06-30 Add0.06%$19.65 - $25.08
($21.99)
$ 17.9-19%Add 23.47%721,521
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Third Avenue Management's Profile:

Founded by legendary value investor Martin Whitman, Third Avenue Management manages mutual funds, separate accounts and hedge funds. The mutual funds include, Third Avenue Value Fund, managed by Martin Whitman, Third Avenue Small-Cap Value Fund, managed by Curtis Jensen, Third Avenue Real Estate Value Fund, managed by Michael Winer, and Third Avenue International Value Fund, managed by Amit Wadhwaney. All of these funds have achieved outstanding performances compared with peers.


We also have Martin Whitman in our List of Gurus. There are overlaps between the portfolio of Third Avenue Management and Martin Whitman's portfolio (Third Avenue Value Fund)



Third Avenue Management's Performance:

Average Annual Return of Third Avenue Value Fund
5 Yrs 10 Yrs Since Inception
14.6% 6.7% 6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY9,374,201310,192
BK5,028,544188,470
PKX2,321,005172,775
DVN2,071,231164,456
CVCO1,726,891147,304
BAM3,346,018147,291
FCE.A6,967,150138,437
CVA6,622,428136,488
APA1,353,333136,173
CMA2,556,661128,242
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.3% 18.3%
Real Estate 15.8% 15.8%
Basic Materials 14.4% 14.4%
Technology 14.3% 14.3%
Energy 8.5% 8.5%
Consumer Cyclical 8.4% 8.4%
Healthcare 2.6% 2.6%
Industrials 1.9% 1.9%
Communication Services 0.7% 0.7%
Consumer Defensive 0.5% 0.5%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

User Comments

No comment yet
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK