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Third Avenue Management

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

Third Avenue Management Latest Trades :

Top Buys | Top Sells | Top Holdings
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Total Records: 1015   Page:1 2 3 4 5 6 7 8 9 10 Next Page LAST (51)
TickerCompanyDate Action
 Impact Price Range
(Average)*down 		Current Price Change from Average Comment Current Shares
WTM White Mountains Insu... 2013-03-31 Add0.29%$515 - $579.31
($554.27)		 $ 604.279%Add 11.11%262,694
WLK Westlake Chemical Co... 2013-03-31 Sold Out -0.13%$79.3 - $97.21
($89.49)		 $ 92.263%Sold Out0
APA Apache Corporation 2013-03-31 Buy 0.62%$72.73 - $85.38
($78.9)		 $ 81.854%New holding, 417885 sh.417,885
KALU Kaiser Aluminum Corp... 2013-03-31 Add0.23%$60.77 - $65.03
($62.88)		 $ 64.362%Add 70.31%444,375
BRS Bristow Group, Inc. 2013-03-31 Reduce-0.33%$53.66 - $66.99
($58.25)		 $ 66.0613%Reduce -42.8%375,208
DVN Devon Energy Corp 2013-03-31 Add0.4%$52.04 - $61.48
($56.03)		 $ 58.294%Add 10.45%3,891,422
CYN City National Corp 2013-03-31 Buy 0.33%$49.52 - $59.61
($55)		 $ 61.5912%New holding, 293760 sh.293,760
MSG Madison Square Garde... 2013-03-31 Reduce-0.4%$44.35 - $57.6
($52.88)		 $ 59.4212%Reduce -33.38%839,281
HY Hyster-Yale Material... 2013-03-31 Add0.08%$48.62 - $57.24
($51.43)		 $ 59.2215%Add 44.55%234,119
CVCO Cavco Industries, In... 2013-03-31 Reduce-0.24%$44.49 - $51.86
($48.18)		 $ 492%Reduce -57.44%164,540
TDW Tidewater, Inc. 2013-03-31 Add0.01%$44.68 - $50.76
($47.75)		 $ 56.5118%Add 900%14,000
ALCO Alico, Inc. 2013-03-31 Add0.09%$36.63 - $46.93
($42.37)		 $ 45.68%Add 55.14%288,987
HAE Haemonetics Corporat... 2013-03-31 Reduce-0.02%$40.78 - $44.44
($41.8)		 $ 41.28-1%Reduce -25.64%58,000
CALM Cal-Maine Foods, Inc... 2013-03-31 Add0.21%$39.67 - $43.45
($41.45)		 $ 44.267%Add 87.52%549,806
CASS Cass Information Sys... 2013-03-31 Buy 0.13%$38.05 - $43.44
($41.36)		 $ 44.638%New holding, 155023 sh.155,023
H Hyatt Hotels Corpora... 2013-03-31 Buy 0.29%$38.57 - $43.44
($40.96)		 $ 40.48-1%New holding, 353337 sh.353,337
PLD Prologis Inc 2013-03-31 Add$36.49 - $40.93
($39.11)		 $ 42.388%Add 32.93%8,880
CBSH Commerce Bancshares,... 2013-03-31 Buy 0.25%$35.06 - $40.83
($38.11)		 $ 43.1113%New holding, 318764 sh.318,764
OSK Oshkosh Corporation 2013-03-31 Reduce-0.37%$29.65 - $42.49
($37.98)		 $ 37.910%Reduce -28.26%1,504,067
WY Weyerhaeuser Co 2013-03-31 Add0.22%$27.82 - $31.5
($30.3)		 $ 32.056%Add 6.38%6,186,599
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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.
Total Records: 1015   Page:1 2 3 4 5 6 7 8 9 10 Next Page LAST (51)

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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