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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 :



TickerCompanydownDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
TRH Transatlantic Holdin... 2011-12-31 Buy 0.47%$47.55 - $54.96
($53.17)
$ 60.914%New holding, 344029 sh.344,029
TDW Tidewater Inc. 2011-12-31 Reduce-0.14%$40.53 - $51.39
($47.52)
$ 56.7820%Reduce -27.01%339,631
JOE The St. Joe Company 2011-12-31 Buy 0.01%$12.91 - $15.63
($14.65)
$ 20.4740%New holding, 15900 sh.15,900
RYL The Ryland Group Inc... 2011-12-31 Sold Out -0.23%$9.59 - $15.98
($13.54)
$ 47.59252%Sold Out0
TRNO Terreno Realty Corp. 2011-12-31 Add0.02%$11.42 - $15.74
($12.91)
$ 19.5551%Add 25.86%315,890
SNPS Synopsys Inc. 2011-12-31 Sold Out -0.83%$23.47 - $28.02
($26.71)
$ 35.432%Sold Out0
SPY Spdr S&p 500 2011-12-31 Buy 0.16%$109.93 - $128.6
($122.62)
$ 165.9335%New holding, 50260 sh.50,260
SKY Skyline Corp. 2011-12-31 Reduce-0.09%$4.11 - $10.39
($6.41)
$ 4.51-30%Reduce -31.65%816,248
SXT Sensient Technologie... 2011-12-31 Add0.18%$31.55 - $38.66
($36.07)
$ 40.613%Add 64.33%482,876
SEMG Semgroup Corp. 2011-12-31 Add0.21%$19.04 - $29.44
($25.82)
$ 55.66116%Add 33.39%1,257,351
CKH Seacor Holdings Inc. 2011-12-31 Add0.15%$78.31 - $91.18
($85.88)
$ 77.66-10%Add 14.78%551,422
SNY Sanofiaventis 2011-12-31 Reduce-0.01%$31.72 - $37.45
($34.48)
$ 55.0560%Reduce -27.93%15,155
PDS Precision Drilling T... 2011-12-31 Buy 0.54%$7.88 - $12.67
($10.76)
$ 8.5-21%New holding, 2078100 sh.2,078,100
PES Pioneer Drilling Com... 2011-12-31 Add0.15%$6.41 - $11.78
($9.77)
$ 7.18-26%Add 48.18%1,841,207
PKE Park Electrochemical... 2011-12-31 Reduce-0.24%$19.83 - $30.3
($26.21)
$ 23.85-9%Reduce -38.01%713,884
NEM Newmont Mining Corp. 2011-12-31 Reduce-0.5%$59.42 - $72.13
($65.11)
$ 31.96-51%Reduce -38.27%496,482
NWLI National Western Lif... 2011-12-31 Reduce-0.3%$131 - $151
($139.47)
$ 19137%Reduce -84.56%16,245
NBR Nabors Industries Lt... 2011-12-31 Sold Out -0.87%$11.74 - $20.57
($17.06)
$ 16.77-2%Sold Out0
MRH Montpelier Re Holdin... 2011-12-31 Reduce-0.52%$16.37 - $18.86
($17.4)
$ 2544%Reduce -60%776,022
MTX Minerals Technologie... 2011-12-31 Add0.14%$46.75 - $57.88
($54.43)
$ 42.38-22%Add 20.42%574,198
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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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