Third Avenue Management

Third Avenue Management

Last Update: 12-09-2015
Related: Martin Whitman

Number of Stocks: 130
Number of New Stocks: 13

Total Value: $3,674 Mil
Q/Q Turnover: 9%

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
BKD Brookdale Senior Living Inc 2015-09-30 Add1.5%$22.1 - $34.39
($29.53)
$ 12.21-59%Add 69.41%5,867,732
AXE Anixter International Inc 2015-09-30 Add0.94%$57.78 - $68.11
($62.62)
$ 38.29-39%Add 233.26%854,833
DVN Devon Energy Corp 2015-09-30 Reduce-0.65%$36.43 - $57.87
($45.89)
$ 21.25-54%Reduce -27.94%1,119,426
WY Weyerhaeuser Co 2015-09-30 Add0.55%$26.87 - $32.06
($29.51)
$ 22.22-25%Add 6.65%11,805,135
FR First Industrial Realty Trust Inc 2015-09-30 Add0.52%$18.69 - $21.43
($20.11)
$ 19.33-4%Add 13.80%7,528,218
MAC Macerich Co 2015-09-30 Add0.5%$72.53 - $81.17
($77.41)
$ 73.88-5%Add 13.82%1,953,426
CMA Comerica Inc 2015-09-30 Reduce-0.49%$40.41 - $51.98
($45.5)
$ 31.02-32%Reduce -12.84%2,591,334
KW Kennedy-Wilson Holdings Inc 2015-09-30 Buy 0.45%$22.17 - $26.23
($24.65)
$ 15.84-36%New holding748,000
PKX POSCO 2015-09-30 Reduce-0.45%$34.64 - $50.83
($40.9)
$ 36.10-12%Reduce -19.56%1,513,581
VNO Vornado Realty Trust 2015-09-30 Add0.43%$84.8 - $98.23
($93.31)
$ 80.15-14%Add 15.38%1,316,830
NVDA NVIDIA Corp 2015-09-30 Reduce-0.42%$19.31 - $24.65
($21.63)
$ 25.3017%Reduce -32.54%1,737,803
BAM Brookfield Asset Management Inc 2015-09-30 Add0.38%$29.91 - $36.18
($33.2)
$ 27.30-18%Add 10.75%4,588,281
WTM White Mountains Insurance Group Ltd 2015-09-30 Reduce-0.35%$670.65 - $771.97
($719.51)
$ 728.791%Reduce -16.02%109,906
VC Visteon Corp 2015-09-30 Buy 0.33%$95.47 - $106.53
($100.67)
$ 60.84-40%New holding121,038
PNC PNC Financial Services Group Inc 2015-09-30 Add0.3%$85.85 - $99.86
($94.16)
$ 78.17-17%Add 20.88%722,399
FCE.A Forest City Realty Trust Inc 2015-09-30 Add0.29%$19.46 - $23.75
($22.07)
$ 16.67-24%Add 7.10%8,101,985
CBS CBS Corp 2015-09-30 Add0.28%$38.67 - $55.93
($48.52)
$ 43.57-10%Add 19.95%1,559,106
APA Apache Corporation 2015-09-30 Reduce-0.27%$36.2 - $56.78
($45.48)
$ 34.38-24%Reduce -11.78%1,371,109
RYN Rayonier Inc 2015-09-30 Add0.21%$21.97 - $26.35
($23.85)
$ 20.03-16%Add 6.61%5,529,082
BK Bank of New York Mellon Corp 2015-09-30 Reduce-0.2%$37.78 - $45.26
($41.56)
$ 32.74-21%Reduce -5.78%3,156,638
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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
2.9% 2.3% 5.3%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 30.6% 30.6%
Financial Services 21.4% 21.4%
Basic Materials 15.2% 15.2%
Consumer Cyclical 11.2% 11.2%
Technology 8.9% 8.9%
Healthcare 4.3% 4.3%
Energy 2.8% 2.8%
Industrials 0.2% 0.2%
Consumer Defensive 0.2% 0.2%
Utilities 0.1% 0.1%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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User Comments

Amyboby
ReplyAmyboby - 2 months ago
Il ya de magnifiques photos mises à jour quotidiennement, s'il vous plaît prêter attention à mon site: Rolex

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