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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
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Total Records: 1015   Page: FIRST Next Page 2 3 4 5 6 7 8 9 10 11 Next Page LAST (51)
TickerCompanyDate Action
 Impact Price Range
(Average)* 		Current Price Change from Averagedown Comment Current Shares
WTM White Mountains Insu... 2012-09-30 Add0.37%$510.54 - $536.72
($523.54)		 $ 606.816%Add 18.94%197,416
Y Alleghany Corp DEL 2012-09-30 Add0.3%$328.19 - $355.64
($343.51)		 $ 39816%Add 14.91%292,148
ALC Assisted Living Conc... 2012-09-30 Buy 0.01%$7.02 - $14.86
($10.57)		 $ 11.8412%New holding, 50000 sh.50,000
CALM Cal-Maine Foods, Inc... 2012-09-30 Buy 0.12%$35.24 - $44.94
($39.36)		 $ 44.0412%New holding, 119882 sh.119,882
CLD Cloud Peak Energy In... 2012-09-30 Add0.14%$15.48 - $19.74
($17.56)		 $ 19.4611%Add 24.62%1,771,797
CVCO Cavco Industries, In... 2012-09-30 Reduce-0.42%$44.86 - $50.43
($47.14)		 $ 50.016%Reduce -41.57%486,860
DVN Devon Energy Corp 2012-09-30 Add1.52%$54.67 - $63.45
($58.69)		 $ 59.862%Add 90.72%2,354,721
AEO American Eagle Outfi... 2012-09-30 Reduce-0.26%$19.89 - $23.8
($21.28)		 $ 20.21-5%Reduce -58.67%390,989
CVE Cenovus Energy, Inc. 2012-09-30 Reduce-0.29%$30.31 - $36.78
($33.03)		 $ 30.33-8%Reduce -95.1%19,200
SKY Skyline Corporation 2012-09-30 Reduce-0.02%$4.22 - $5.49
($4.82)		 $ 4.39-9%Reduce -39.3%195,585
PKX POSCO 2012-09-30 Reduce-1.83%$77.23 - $85.38
($81.52)		 $ 73-10%Reduce -24.78%2,921,569
AUY Yamana Gold Inc 2012-09-30 Buy 0.02%$14 - $19.39
($16.12)		 $ 11.15-31%New holding, 36400 sh.36,400
KGC Kinross Gold Corpora... 2012-09-30 Add0.26%$7.49 - $10.37
($8.66)		 $ 5.67-34%Add 30.23%4,938,470
NEM Newmont Mining Corpo... 2012-09-30 Add0.27%$43.76 - $57.2
($48.81)		 $ 32.28-34%Add 43.36%694,637
TLAB Tellabs, Inc. 2012-09-30 Add0.62%$2.96 - $3.76
($3.4)		 $ 2.02-41%Add 33.33%30,865,000
HAE Haemonetics Corporat... 2012-09-30 Reduce-0.29%$68.61 - $81.4
($74.4)		 $ 41.03-45%Reduce -49.31%168,722
IAG Iamgold Corp 2012-09-30 Buy 0.09%$10.21 - $16.33
($12.42)		 $ 5.24-58%New holding, 252940 sh.252,940
SCMR Sycamore Networks, I... 2012-09-30 Add0.23%$13.82 - $15.69
($14.54)		 $ 0.4-97%Add 21.96%3,795,162
WFR Memc Electronic Mate... 2012-06-30 Sold Out -0.21%$1.58 - $3.79
($2.6)		 $ 6.8162%Sold Out0
DLPH Delphi Automotive Pl... 2012-06-30 Buy 0.04%$25.43 - $32.2
($29.28)		 $ 48.7967%New holding, 66316 sh.66,316
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.
Total Records: 1015   Page: FIRST Next Page 2 3 4 5 6 7 8 9 10 11 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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