Third Avenue Management

Third Avenue Management

Last Update: 2014-02-18
Related: Martin Whitman

Number of Stocks: 170
Number of New Stocks: 22

Total Value: $5,456 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2013-12-31.

Plans start from as little as $299/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
PKY Parkway Properties, ... 2013-12-31 Buy 1%$17 - $19.51
($17.93)
$ 18.020%New holding, 2914821 sh.2,914,821
LM Legg Mason, Inc. 2013-12-31 Buy 0.68%$32.6 - $43.89
($38.8)
$ 44.5915%New holding, 855488 sh.855,488
PPS Post Properties Inc 2013-12-31 Add0.63%$42.67 - $46.31
($44.85)
$ 49.510%Add 109.23%1,454,621
SXC SunCoke Energy Inc 2013-12-31 Buy 0.51%$17.15 - $23.16
($20.66)
$ 21.816%New holding, 1228631 sh.1,228,631
CSGS CSG Systems Internat... 2013-12-31 Buy 0.51%$23.92 - $29.61
($27.65)
$ 26.15-5%New holding, 953215 sh.953,215
INT World Fuel Services ... 2013-12-31 Buy 0.47%$36.79 - $43.21
($39.34)
$ 43.1710%New holding, 597994 sh.597,994
IDCC InterDigital Inc 2013-12-31 Buy 0.42%$28.72 - $38.731
($33.89)
$ 32.5-4%New holding, 781611 sh.781,611
WOOF VCA Antech, Inc. 2013-12-31 Buy 0.37%$27.07 - $31.44
($29.14)
$ 30.575%New holding, 636712 sh.636,712
AMH American Homes 4 Ren... 2013-12-31 Buy 0.26%$15.22 - $16.86
($16.07)
$ 16.020%New holding, 880720 sh.880,720
DAR Darling Internationa... 2013-12-31 Add0.26%$19.29 - $23.84
($21.39)
$ 20.84-3%Add 121.78%1,247,226
LUK Leucadia National Co... 2013-12-31 Add0.14%$27.1 - $29.48
($28.28)
$ 25.75-9%Add 4.7%5,902,658
ROIAK Radio One, Inc. 2013-12-31 Buy 0.14%$2.73 - $3.59
($3.21)
$ 4.0426%New holding, 1980578 sh.1,980,578
MYGN Myriad Genetics, Inc... 2013-12-31 Buy 0.13%$20.79 - $30.65
($25.36)
$ 38.7553%New holding, 328314 sh.328,314
FSD First Trust High Inc... 2013-12-31 Add0.13%$17 - $17.69
($17.37)
$ 17.682%Add 248.88%579,544
BKD Brookdale Senior Liv... 2013-12-31 Add0.13%$25.55 - $29.88
($27.73)
$ 31.3413%Add 15.48%1,900,958
BTZ BlackRock Credit All... 2013-12-31 Add0.13%$12.55 - $13.12
($12.79)
$ 13.586%Add 124.87%1,006,171
EME EMCOR Group, Inc. 2013-12-31 Add0.12%$36.66 - $42.2
($38.93)
$ 44.4614%Add 12.71%1,369,960
ECA Encana Corp 2013-12-31 Add0.12%$17.05 - $19.52
($18.24)
$ 22.3322%Add 11.55%3,661,035
NSIT Insight Enterprises,... 2013-12-31 Add0.1%$18.37 - $25.02
($21.94)
$ 26.621%Add 23.31%1,272,905
NOR Noranda Aluminum Hol... 2013-12-31 Buy 0.09%$2.23 - $3.22
($2.66)
$ 4.1556%New holding, 1500000 sh.1,500,000
Premium Real Time Picks are included for Premium Members only!!
*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)
WY8,215,227259,355
BK7,117,407248,682
BAM5,279,197204,991
PKX2,542,382198,306
DVN3,115,295192,743
LUK5,902,658167,281
WTM274,818165,737
KEY11,257,939151,081
FCE.A7,069,629135,030
CVCO2,004,502121,165
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 19.3% 19.3%
Basic Materials 17% 17%
Real Estate 15.5% 15.5%
Technology 13.5% 13.5%
Energy 7.8% 7.8%
Consumer Cyclical 6.9% 6.9%
Healthcare 2.1% 2.1%
Industrials 1.7% 1.7%
Consumer Defensive 1.5% 1.5%
Communication Services 0.4% 0.4%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


Add Notes, Comments or Ask Questions

User Comments

No comment yet
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Hide