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Third Avenue Management

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

Third Avenue Management Latest Trades :

Top Buys | Top Sells | Top Holdings
Download this portfolio to ExcelDownload (PremiumPremium Members Only)


Total Records: 1015   Page: FIRST Next Page 4 5 6 7 8 9 10 11 12 13 Next Page LAST (51)
TickerCompanyDate Action
 Impactdown Price Range
(Average)* 		Current Price Change from Average Comment Current Shares
EXL Excel Trust Inc 2012-06-30 Add0.05%$11.11 - $12.37
($11.63)		 $ 15.1530%Add 20.69%992,259
DLPH Delphi Automotive Pl... 2012-06-30 Buy 0.04%$25.43 - $32.2
($29.28)		 $ 48.5266%New holding, 66316 sh.66,316
VTG Vantage Drilling Com... 2012-06-30 Add0.03%$1.34 - $1.65
($1.49)		 $ 1.7920%Add 257.14%1,250,000
PLD Prologis Inc 2012-06-30 Buy 0.01%$30.47 - $36.11
($33.19)		 $ 43.8732%New holding, 6680 sh.6,680
CVE Cenovus Energy Inc (... 2012-06-30 Reduce-0.68%$29.42 - $36.55
($32.63)		 $ 30.1-8%Reduce -67.73%391,600
ITG Investment Technolog... 2012-06-30 Reduce-0.54%$8.4 - $11.87
($9.69)		 $ 13.0334%Reduce -58.91%1,340,775
MTN Vail Resorts, Inc. 2012-06-30 Reduce-0.41%$40.02 - $50.18
($43.48)		 $ 66.4253%Reduce -27.47%1,083,664
MSG The Madison Square G... 2012-06-30 Reduce-0.4%$33.99 - $38.53
($36.26)		 $ 61.570%Reduce -26.53%1,331,074
GGP General Growth Prope... 2012-06-30 Sold Out -0.37%$16.12 - $18.36
($17.17)		 $ 22.9734%Sold Out0
GLT P.h. Glatfelter Comp... 2012-06-30 Reduce-0.33%$14.28 - $16.2
($15.45)		 $ 25.0762%Reduce -36.46%1,567,816
AEO American Eagle Outfi... 2012-06-30 Reduce-0.29%$16.5 - $20.75
($18.74)		 $ 20.057%Reduce -43.27%945,949
ARO Aeropostale, Inc. 2012-06-30 Sold Out -0.28%$16.04 - $22.49
($19.44)		 $ 16.19-17%Sold Out0
WFR Memc Electronic Mate... 2012-06-30 Sold Out -0.21%$1.58 - $3.79
($2.6)		 $ 6.53151%Sold Out0
STNG Scorpio Tankers Inc. 2012-06-30 Reduce-0.07%$5.24 - $7.26
($6.16)		 $ 9.2851%Reduce -23.63%1,279,391
MDC M.d.c. Holdings, Inc... 2012-06-30 Sold Out -0.01%$23.72 - $32.54
($27.19)		 $ 38.9643%Sold Out0
FCE.B Forest City Enterpri... 2012-06-30 Sold Out -0.01%$13.09 - $16.2
($14.56)		 $ 2037%Sold Out0
DVN Devon Energy 2012-03-31 Buy 1.1%$63.1 - $75.81
($64.81)		 $ 58.79-9%New holding, 668505 sh.668,505
Y Alleghany Corp 2012-03-31 Add0.84%$284.25 - $338.8
($288.82)		 $ 398.1338%Add 233.77%161,467
CLD Cloud Peak Egy 2012-03-31 Buy 0.61%$16.08 - $20.22
($12.04)		 $ 18.7556%New holding, 1663794 sh.1,663,794
CMP Compass Minerls 2012-03-31 Add0.51%$68.38 - $76.31
($66.35)		 $ 89.7235%Add 385.22%387,573
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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.
Total Records: 1015   Page: FIRST Next Page 4 5 6 7 8 9 10 11 12 13 Next Page LAST (51)

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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