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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
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
LM Legg Mason Inc. 2008-03-31 Add0.38%$54.12 - $73.17
($66)
$ 36.13-45%Add 21.65%4,067,311
EGP EastGroup Properties... 2008-03-31 Add0.29%$40.01 - $46.75
($42.5)
$ 66.3756%Add 164.45%1,060,171
EFII Electronics for Imag... 2008-03-31 Add0.28%$12.88 - $20.19
($14.8)
$ 26.0176%Add 54.49%5,588,949
GWR Genesee & Wyoming In... 2008-03-31 Buy 0.22%$21.96 - $34.58
($29)
$ 90.89213%New holding, 677911 sh.677,911
AZSEY Allianz SE 2008-03-31 Buy 0.21%$16.73 - $20.75
($18.2)
$ 15.57-14%New holding, 111058 sh.111,058
CUZ Cousins Properties I... 2008-03-31 Add0.21%$20.32 - $27.12
($23.7)
$ 11-54%Add 79.34%2,021,896
LPX LouisianaPacific Cor... 2008-03-31 Add0.2%$8.7 - $14.94
($11.8)
$ 19.9169%Add 41.28%7,675,516
WIRE Encore Wire Corp. 2008-03-31 Add0.19%$15.43 - $18.18
($16.4)
$ 35.51116%Add 36.72%3,964,861
WLK Westlake Chemical Co... 2008-03-31 Add0.19%$13.01 - $21.87
($16.5)
$ 93.82469%Add 32.69%6,155,960
SCMR Sycamore Networks In... 2008-03-31 Add0.19%$32.7 - $35.8
($35)
$ 0.4-99%Add 27.71%24,909,525
TLAB Tellabs Inc. 2008-03-31 Add0.16%$5.37 - $6.91
($6.2)
$ 2.04-67%Add 14.89%23,199,631
USG USG Corp. 2008-03-31 Add0.15%$31.25 - $38.25
($34.2)
$ 27.81-19%Add 7.94%6,015,401
CCRN Cross Country Health... 2008-03-31 Add0.15%$10.86 - $12.71
($11.8)
$ 5.29-55%Add 36.49%4,651,705
BRNC Bronco Drilling Comp... 2008-03-31 Add0.14%$13.42 - $16.13
($15.3)
$ 5.07-67%Add 18.1%6,105,963
PKX POSCO 2008-03-31 Add0.13%$111.5 - $142.48
($129.5)
$ 72.66-44%Add 2.7%4,250,594
KSWS KSwiss Inc. 2008-03-31 Add0.13%$14.11 - $19.03
($16.5)
$ 4.74-71%Add 19.45%5,126,571
BAM Brookfield Asset Man... 2008-03-31 Add0.13%$26.68 - $34.25
($30.2)
$ 37.9726%Add 2.12%25,470,488
SM St. Mary Land & Expl... 2008-03-31 Add0.09%$33.81 - $38.05
($35.6)
$ 63.9480%Add 9.73%2,875,703
MTN Vail Resorts Inc. 2008-03-31 Add0.09%$40.89 - $52.22
($46.1)
$ 6643%Add 21.97%1,100,990
IMN Imation Corp. 2008-03-31 Add0.09%$19.09 - $27.17
($22.8)
$ 3.9-83%Add 82.86%913,465
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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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