Third Avenue Management

Third Avenue Management

Last Update: 2014-11-14
Related: Martin Whitman

Number of Stocks: 146
Number of New Stocks: 16

Total Value: $4,766 Mil
Q/Q Turnover: 12%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Third Avenue Management Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
SWAY Starwood Waypoint Re... 2014-09-30 Buy 1.3%$25.41 - $28.39
($26.69)
$ 26.53-1%New holding, 2364876 sh.2,364,876
ZION Zions Bancorp 2014-09-30 Buy 1.3%$27.55 - $30.06
($29.02)
$ 28.2-3%New holding, 2185403 sh.2,185,403
RLGY Realogy Holdings Cor... 2014-09-30 Add0.97%$36.1 - $41.56
($39.24)
$ 43.6111%Add 297.2%1,621,518
L Loews Corp 2014-09-30 Buy 0.93%$41.73 - $44.41
($43.03)
$ 41.03-5%New holding, 1058399 sh.1,058,399
CBS CBS Corp 2014-09-30 Buy 0.78%$53.84 - $64.3
($58.91)
$ 54.6-7%New holding, 693100 sh.693,100
TGT Target Corp 2014-09-30 Buy 0.74%$57.5 - $63.93
($60.61)
$ 74.6423%New holding, 560468 sh.560,468
SKT Tanger Factory Outle... 2014-09-30 Add0.7%$32.55 - $35.93
($34.58)
$ 36.776%Add 69.28%2,458,721
AGCO AGCO Corp 2014-09-30 Add0.64%$45.45 - $56.08
($49.51)
$ 44.49-10%Add 66.49%1,675,687
EQC Equity Commonwealth 2014-09-30 Add0.6%$25.38 - $27.89
($26.65)
$ 24.42-8%Add 46.05%3,540,070
RBC Regal-Beloit Corp 2014-09-30 Buy 0.55%$65.47 - $77.93
($71.89)
$ 73.322%New holding, 407190 sh.407,190
BKD Brookdale Senior Liv... 2014-09-30 Add0.47%$32.41 - $35.86
($34.12)
$ 35.354%Add 38.52%2,556,236
FR First Industrial Rea... 2014-09-30 Add0.37%$16.94 - $19.3
($18.24)
$ 20.5913%Add 23.94%5,339,108
AXE Anixter Internationa... 2014-09-30 Buy 0.33%$85.02 - $103.01
($90.68)
$ 86.7-4%New holding, 186395 sh.186,395
VNO Vornado Realty Trust 2014-09-30 Add0.25%$99.77 - $108.6
($105.39)
$ 116.5911%Add 18.31%779,628
WY Weyerhaeuser Co 2014-09-30 Add0.23%$31.23 - $34.46
($32.83)
$ 35.38%Add 3.71%9,722,375
SMP Standard Motor Produ... 2014-09-30 Add0.2%$34.47 - $45.2
($38.56)
$ 36.23-6%Add 75.09%643,751
USTR United Stationers In... 2014-09-30 Add0.14%$38.09 - $42.49
($40.29)
$ 42.034%Add 65.99%455,659
CLH Clean Harbors Inc 2014-09-30 Buy 0.13%$54.28 - $63.35
($58.78)
$ 50.57-14%New holding, 114083 sh.114,083
PNK Pinnacle Entertainme... 2014-09-30 Buy 0.13%$21.67 - $26.85
($24.52)
$ 21.4-13%New holding, 255200 sh.255,200
HYT BlackRock Corporate ... 2014-09-30 Add0.11%$11.65 - $12.27
($12.03)
$ 11.14-7%Add 130.43%776,736
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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)
WY9,722,375309,755
BK4,491,797173,967
PKX1,927,486146,296
BAM3,034,328136,424
CVA6,522,428138,406
CMA2,464,210122,865
FCE.A6,283,518122,906
DVN1,783,534121,602
APA1,293,994121,467
CVCO1,717,443116,786
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 21.8% 21.8%
Real Estate 19.5% 19.5%
Basic Materials 13.6% 13.6%
Technology 12.9% 12.9%
Consumer Cyclical 9.9% 9.9%
Energy 6.1% 6.1%
Healthcare 3.1% 3.1%
Industrials 1.4% 1.4%
Consumer Defensive 0.9% 0.9%
Communication Services 0.5% 0.5%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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