Third Avenue Management

Third Avenue Management

Last Update: 05-14-2015
Related: Martin Whitman

Number of Stocks: 133
Number of New Stocks: 10

Total Value: $3,989 Mil
Q/Q Turnover: 7%

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
TGT Target Corp 2015-03-31 Sold Out -1.4%$73.61 - $82.14
($77.24)
$ 82.277%Sold Out0
MAC Macerich Co 2015-03-31 Buy 1.33%$82.19 - $94.89
($87.48)
$ 77.29-12%New holding629,026
PNC PNC Financial Services Group Inc 2015-03-31 Add1.28%$82.42 - $96.63
($90.28)
$ 96.477%Add 3808.24%559,269
KEY KeyCorp 2015-03-31 Reduce-1.18%$12.16 - $14.65
($13.74)
$ 15.0810%Reduce 47.10%3,813,324
WY Weyerhaeuser Co 2015-03-31 Add0.72%$33.03 - $36.69
($35.01)
$ 31.84-9%Add 9.28%10,165,027
HT Hersha Hospitality Trust 2015-03-31 Sold Out -0.63%$6.29 - $7.15
($6.71)
$ 26.67297%Sold Out0
RYN Rayonier Inc 2015-03-31 Add0.59%$26.35 - $29.87
($28.04)
$ 25.96-7%Add 34.45%3,392,282
CMA Comerica Inc 2015-03-31 Add0.48%$40.41 - $47.1
($44.62)
$ 51.5015%Add 15.43%3,146,650
BK Bank of New York Mellon Corp 2015-03-31 Reduce-0.44%$35.66 - $41.14
($38.95)
$ 41.797%Reduce 10.48%3,672,724
BAM Brookfield Asset Management Inc 2015-03-31 Reduce-0.25%$32.85 - $36.8
($35.3)
$ 35.390%Reduce 6.41%4,286,853
UE Urban Edge Properties 2015-03-31 Sold Out -0.24%$22.4 - $25
($23.9)
$ 20.98-12%Sold Out0
UNF UniFirst Corp 2015-03-31 Reduce-0.22%$113.61 - $122.32
($118.09)
$ 117.10-1%Reduce 57.10%53,555
APA Apache Corporation 2015-03-31 Add0.21%$58.46 - $68.37
($62.93)
$ 56.78-10%Add 9.03%1,663,588
LUK Leucadia National Corp 2015-03-31 Reduce-0.19%$21.64 - $24.17
($23.08)
$ 24.536%Reduce 13.55%2,149,859
FCE.A Forest City Enterprises Inc 2015-03-31 Add0.18%$21 - $25.79
($24.53)
$ 22.25-9%Add 4.44%6,664,059
SKT Tanger Factory Outlet Centers Inc 2015-03-31 Add0.18%$34.13 - $40.55
($37.32)
$ 32.29-13%Add 10.12%2,251,653
PKX POSCO 2015-03-31 Add0.16%$54.66 - $66
($60.84)
$ 50.83-16%Add 6.74%1,901,606
DORM Dorman Products Inc 2015-03-31 Buy 0.15%$44.11 - $50.3
($47.07)
$ 47.661%New holding122,452
Y Alleghany Corp 2015-03-31 Reduce-0.15%$440.61 - $493.12
($467.73)
$ 484.154%Reduce 9.50%124,343
PNK Pinnacle Entertainment Inc 2015-03-31 Sold Out -0.14%$20.36 - $36.09
($26.74)
$ 37.6541%Sold Out0
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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)
WY10,165,027336,971
FCE.A6,664,059170,067
BAM4,286,853153,212
BK3,672,724147,791
CMA3,146,650142,008
BKD3,288,989124,192
FR5,473,118117,289
CVCO1,540,664115,642
DVN1,757,479105,994
PKX1,901,606103,942
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 26.2% 26.2%
Financial Services 23% 23%
Basic Materials 14.1% 14.1%
Consumer Cyclical 11.5% 11.5%
Technology 8.6% 8.6%
Energy 5.5% 5.5%
Healthcare 3.7% 3.7%
Industrials 0.6% 0.6%
Consumer Defensive 0.2% 0.2%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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