Third Avenue Management

Third Avenue Management

Last Update: 2014-07-10
Related: Martin Whitman

Number of Stocks: 157
Number of New Stocks: 11

Total Value: $5,163 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:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
G Genpact Ltd 2014-03-31 Buy 0.73%$14.28 - $18.37
($16.91)
$ 17.715%New holding, 2149998 sh.2,149,998
APA Apache Corporation 2014-03-31 Add0.63%$78.02 - $87.9
($82.15)
$ 101.2723%Add 35.37%1,478,213
LABL Multi-Color Corp 2014-03-31 Buy 0.56%$31.1 - $37.74
($34.76)
$ 39.1713%New holding, 826659 sh.826,659
CWH CommonWealth REIT 2014-03-31 Add0.53%$22.4 - $27.68
($25.47)
$ 27.27%Add 78.17%2,419,214
PHH PHH Corp 2014-03-31 Buy 0.48%$23.48 - $26.77
($25.05)
$ 24.02-4%New holding, 954725 sh.954,725
RYN Rayonier Inc 2014-03-31 Add0.44%$30.73 - $35.14
($33.06)
$ 35.457%Add 1227.34%541,023
PB Prosperity Bancshare... 2014-03-31 Buy 0.42%$60.35 - $66.92
($63.24)
$ 59.6-6%New holding, 325374 sh.325,374
ECA Encana Corp 2014-03-31 Add0.4%$17.25 - $21.42
($18.87)
$ 22.0817%Add 26.44%4,628,927
FCN FTI Consulting Inc 2014-03-31 Add0.31%$28.51 - $41.76
($35.29)
$ 37.226%Add 99.27%969,135
ATU Actuant Corp 2014-03-31 Buy 0.29%$32.48 - $37.03
($34.61)
$ 32.55-6%New holding, 435210 sh.435,210
EXLS ExlService Holdings ... 2014-03-31 Buy 0.27%$24.63 - $30.81
($27.63)
$ 29.416%New holding, 456479 sh.456,479
PPS Post Properties Inc 2014-03-31 Add0.23%$44.8 - $49.67
($47.57)
$ 55.5917%Add 17.01%1,702,115
TG Tredegar Corp 2014-03-31 Add0.22%$22.48 - $28.81
($24.77)
$ 20.09-19%Add 487.45%584,359
INT World Fuel Services ... 2014-03-31 Add0.15%$41.4 - $45.66
($44.17)
$ 47.598%Add 29.67%775,409
FST Forest Oil Corp 2014-03-31 Buy 0.15%$1.7 - $3.69
($2.74)
$ 2.14-22%New holding, 4000000 sh.4,000,000
VZ Verizon Communicatio... 2014-03-31 Buy 0.15%$45.98 - $49.3
($47.35)
$ 51.589%New holding, 165189 sh.165,189
UMBF UMB Financial Corp 2014-03-31 Add0.13%$56.77 - $68.03
($62.49)
$ 56.41-10%Add 26.08%503,860
TCK Teck Resources Ltd 2014-03-31 Add0.12%$20.44 - $26.09
($23.31)
$ 23.92%Add 433.19%360,260
Y Alleghany Corp 2014-03-31 Add0.11%$363.6 - $403.98
($387.67)
$ 424.7610%Add 6.44%225,281
HYI Western Asset High Y... 2014-03-31 Add0.1%$17.58 - $18.29
($17.94)
$ 17.63-2%Add 131.49%500,830
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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
14.6% 6.7% 6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY6,538,015191,891
BK5,296,072186,898
PKX2,574,148178,671
DVN2,562,708171,522
BAM4,160,589169,960
CVCO1,935,758151,860
FCE.A7,008,991133,872
APA1,478,213122,618
KEY8,643,141123,079
CMA2,410,354124,856
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.8% 18.8%
Real Estate 15.8% 15.8%
Basic Materials 15.4% 15.4%
Technology 13.7% 13.7%
Energy 8.5% 8.5%
Consumer Cyclical 7.4% 7.4%
Healthcare 2.4% 2.4%
Industrials 1.8% 1.8%
Consumer Defensive 1.2% 1.2%
Communication Services 0.6% 0.6%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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