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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:
Please Subscribe to see portfolio changes after 2013-03-31.

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

Third Avenue Management Latest Trades :



TickerCompanydownDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
KEY KeyCorp 2013-03-31 Add0.14%$8.42 - $10.15
($9.46)
$ 10.6913%Add 3.55%21,187,545
KELYA Kelly Services, Inc. 2013-03-31 Reduce-0.04%$15.74 - $18.86
($17.24)
$ 17.310%Reduce -29.93%283,800
KALU Kaiser Aluminum Corp... 2013-03-31 Add0.23%$60.77 - $65.03
($62.88)
$ 65.064%Add 70.31%444,375
INTC Intel Corp 2013-03-31 Add1.31%$20.23 - $22.68
($21.28)
$ 24.0713%Add 683.81%3,605,523
IIIN Insteel Industries, ... 2013-03-31 Reduce-0.05%$12.48 - $16.96
($15.12)
$ 18.3822%Reduce -21.22%674,222
HY Hyster-Yale Material... 2013-03-31 Add0.08%$48.62 - $57.24
($51.43)
$ 60.4318%Add 44.55%234,119
H Hyatt Hotels Corpora... 2013-03-31 Buy 0.29%$38.57 - $43.44
($40.96)
$ 40.910%New holding, 353337 sh.353,337
HAE Haemonetics Corporat... 2013-03-31 Reduce-0.02%$40.78 - $44.44
($41.8)
$ 41.3-1%Reduce -25.64%58,000
GM General Motors Co 2013-03-31 Reduce-0.04%$26.33 - $30.6
($28.42)
$ 33.2317%Reduce -25.92%171,467
ERA Era Group Inc 2013-03-31 Buy 0.16%$18.05 - $23.8
($20.55)
$ 25.4724%New holding, 392727 sh.392,727
ECA Encana Corp 2013-03-31 Add0.24%$17.54 - $20.4
($19.18)
$ 19.311%Add 24.69%3,217,148
EGO Eldorado Gold Corp 2013-03-31 Add$9.33 - $13.26
($10.92)
$ 7.18-34%Add 47%73,500
DVN Devon Energy Corp 2013-03-31 Add0.4%$52.04 - $61.48
($56.03)
$ 59.156%Add 10.45%3,891,422
DAR Darling Internationa... 2013-03-31 Reduce-0.07%$16.04 - $18.73
($17.07)
$ 18.9211%Reduce -21.28%735,306
CWH CommonWealth REIT 2013-03-31 Buy 0.58%$15.71 - $25.25
($18.99)
$ 20.538%New holding, 1340887 sh.1,340,887
CBSH Commerce Bancshares,... 2013-03-31 Buy 0.25%$35.06 - $40.83
($38.11)
$ 43.2714%New holding, 318764 sh.318,764
CYN City National Corp 2013-03-31 Buy 0.33%$49.52 - $59.61
($55)
$ 61.8212%New holding, 293760 sh.293,760
CQB Chiquita Brands Inte... 2013-03-31 Buy 0.04%$6.1 - $8.25
($7.31)
$ 9.8334%New holding, 244155 sh.244,155
CVCO Cavco Industries, In... 2013-03-31 Reduce-0.24%$44.49 - $51.86
($48.18)
$ 46.84-3%Reduce -57.44%164,540
CASS Cass Information Sys... 2013-03-31 Buy 0.13%$38.05 - $43.44
($41.36)
$ 45.079%New holding, 155023 sh.155,023
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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% 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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