Third Avenue Management

Third Avenue Management

Last Update: 02-13-2015
Related: Martin Whitman

Number of Stocks: 139
Number of New Stocks: 9

Total Value: $3,967 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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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
GM General Motors Co 2014-12-31 Add1.7%$29.69 - $35.09
($31.89)
$ 36.6413%Add 1632.46%1,991,758
RYN Rayonier Inc 2014-12-31 Add1.4%$25.91 - $33.91
($29.49)
$ 26.35-12%Add 355.53%2,523,070
CVA Covanta Holding Corp 2014-12-31 Reduce-1.09%$20.83 - $25.1
($22.56)
$ 21.95-3%Reduce -37.47%4,078,528
HCC HCC Insurance Holdings Inc 2014-12-31 Reduce-0.77%$47.71 - $54.49
($51.77)
$ 57.9111%Reduce -70.27%311,894
CBS CBS Corp 2014-12-31 Add0.76%$48.91 - $56.45
($53.22)
$ 60.6812%Add 80.92%1,253,973
SYNT Syntel Inc 2014-12-31 Reduce-0.62%$39.675 - $46.38
($43.9)
$ 51.3314%Reduce -73.64%239,958
PRGS Progress Software Corporation 2014-12-31 Reduce-0.6%$23.91 - $27.62
($25.97)
$ 25.39-2%Reduce -72.52%453,607
VMI Valmont Industries Inc 2014-12-31 Buy 0.58%$123.75 - $138.52
($133.52)
$ 120.22-11%New holding181,983
BKD Brookdale Senior Living Inc 2014-12-31 Add0.56%$30.82 - $36.86
($33.9)
$ 37.159%Add 23.85%3,165,816
MSG Madison Square Garden Co 2014-12-31 Reduce-0.55%$60.26 - $76.07
($70.65)
$ 82.4214%Reduce -97.53%10,053
IDCC InterDigital Inc 2014-12-31 Sold Out -0.54%$38.82 - $54.63
($48.23)
$ 49.783%Sold Out0
LOW Lowe's Companies Inc 2014-12-31 Reduce-0.52%$51.21 - $68.57
($59.89)
$ 72.5517%Reduce -27.23%1,258,225
UNF UniFirst Corp 2014-12-31 Reduce-0.52%$95.01 - $123.4
($108.96)
$ 120.219%Reduce -66.95%124,833
CKH Seacor Holdings Inc 2014-12-31 Reduce-0.5%$68.56 - $81.7
($74.9)
$ 75.911%Reduce -77.69%92,468
ZION Zions Bancorp 2014-12-31 Add0.5%$25.96 - $29.76
($28.22)
$ 27.39-3%Add 31.05%2,863,921
AXLL Axiall Corp 2014-12-31 Sold Out -0.49%$34.81 - $45.52
($40.75)
$ 45.1110%Sold Out0
LM Legg Mason Inc 2014-12-31 Reduce-0.49%$47.61 - $56.75
($52.8)
$ 53.471%Reduce -68.05%214,949
RBC Regal-Beloit Corp 2014-12-31 Reduce-0.47%$63.13 - $76.54
($70.25)
$ 76.378%Reduce -86.06%56,756
ECA Encana Corp 2014-12-31 Reduce-0.46%$11.62 - $21.51
($16.98)
$ 13.05-30%Reduce -97.58%25,600
INT World Fuel Services Corp 2014-12-31 Reduce-0.46%$36.87 - $48.21
($43.31)
$ 56.1523%Reduce -67.18%267,611
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*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
7.4% 4.7% 6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY9,301,510333,831
BK4,102,532166,440
BAM3,053,500153,072
FCE.A6,380,605135,906
CVCO1,601,059126,916
CMA2,726,120127,692
BKD3,165,816116,090
PKX1,781,486113,677
FR5,424,494111,528
DVN1,774,641108,626
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 29.3% 29.3%
Financial Services 24.2% 24.2%
Basic Materials 14.1% 14.1%
Consumer Cyclical 14% 14%
Technology 12.8% 12.8%
Energy 5.3% 5.3%
Healthcare 3.5% 3.5%
Consumer Defensive 1.6% 1.6%
Industrials 0.9% 0.9%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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