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Third Avenue Management

Third Avenue Management

Last Update: 2013-05-14

Number of Stocks: 132
Number of New Stocks: 18

Total Value: $5,204 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2013-03-31.

Plans start from as little as $299/year. 7-Day FREE TRIAL

Third Avenue Management Latest Trades :



TickerCompanyDate Action
Impact Price Range
(Average)*down
Current Price Change from Average Comment Current Shares
JOSB Jos A. Bank Clothier... 2012-12-31 Add0.1%$42.06 - $50.1
($45.98)
$ 46.491%Add 25.39%545,867
TDW Tidewater, Inc. 2012-12-31 Reduce-0.01%$42.98 - $48.92
($45.61)
$ 56.7824%Reduce -90%14,000
SCL Stepan Company 2012-12-31 Add0.28%$26.11 - $51.04
($45.46)
$ 54.5220%Add 106.94%897,032
CALM Cal-Maine Foods, Inc... 2012-12-31 Add0.15%$42.28 - $46.31
($44.1)
$ 43.79-1%Add 144.58%293,202
HY Hyster-Yale Material... 2012-12-31 Buy 0.17%$38.09 - $48.29
($42.68)
$ 60.4342%New holding, 161960 sh.161,960
HAR Harman International... 2012-12-31 Add0.35%$37.35 - $46.32
($41.76)
$ 52.5526%Add 47.19%1,099,702
HAE Haemonetics Corporat... 2012-12-31 Reduce-0.17%$38.92 - $41.38
($40.27)
$ 41.33%Reduce -53.77%78,000
MTX Minerals Technologie... 2012-12-31 Add0.34%$34.25 - $39.52
($36.51)
$ 42.3816%Add 103.75%760,990
ENS EnerSys, Inc. 2012-12-31 Buy 0.67%$31.78 - $37.54
($34.48)
$ 48.4340%New holding, 824622 sh.824,622
CMA Comerica Inc 2012-12-31 Add1.02%$27.87 - $31.8
($29.71)
$ 38.6930%Add 177.98%2,507,054
LXK Lexmark Internationa... 2012-12-31 Reduce-0.27%$20.73 - $25.61
($22.82)
$ 30.9736%Reduce -40.49%791,275
LUK Leucadia National Co... 2012-12-31 Add0.11%$20.48 - $24.26
($22.5)
$ 31.2839%Add 3.98%5,357,835
ECA Encana Corp 2012-12-31 Reduce-0.82%$19.59 - $23.98
($21.53)
$ 19.31-10%Reduce -38.88%2,580,155
AUY Yamana Gold Inc 2012-12-31 Add0.03%$16.63 - $20.39
($18.63)
$ 10.71-42%Add 198.9%108,800
HVT Haverty Furniture Co... 2012-12-31 Sold Out -0.27%$13.78 - $17.27
($15.58)
$ 23.1448%Sold Out0
EGO Eldorado Gold Corp 2012-12-31 Buy 0.01%$12.55 - $15.44
($14.17)
$ 7.18-49%New holding, 50000 sh.50,000
JAKK Jakks Pacific, Inc. 2012-12-31 Add0.13%$11.87 - $14
($12.85)
$ 10.36-19%Add 47.93%1,467,149
NVDA NVIDIA Corporation 2012-12-31 Buy 0.45%$11.38 - $13.62
($12.37)
$ 14.416%New holding, 1711537 sh.1,711,537
FPO First Potomac Realty... 2012-12-31 Add0.08%$10.99 - $13.38
($12.13)
$ 14.5620%Add 432.5%375,415
MDRX Allscripts-Misys Hea... 2012-12-31 Buy 0.25%$9.08 - $13.9
($12.13)
$ 13.9615%New holding, 1235495 sh.1,235,495
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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
-2% 6% 5.5%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
BK9,570,525267,879
FCE.A14,012,551249,003
DVN3,891,422219,554
KEY21,187,545211,028
BAM5,896,026215,146
PKX2,766,520203,920
WY6,186,599194,136
CVA7,884,928158,881
LUK5,915,248162,255
WTM262,694148,979
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 19.5% 19.5%
Real Estate 15.1% 15.1%
Basic Materials 14.9% 14.9%
Technology 14.2% 14.2%
Energy 7.5% 7.5%
Consumer Cyclical 7.4% 7.4%
Consumer Defensive 1.3% 1.3%
Healthcare 1.3% 1.3%
Industrials 1.2% 1.2%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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