Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
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:
Add to Personalized Guru List Email Alerts RSS Update
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 :

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


Total Records: 1015   Page: Next Page 1 2 3 4 5 6 7 8 9 10 Next Page LAST (51)
TickerdownCompanyDate Action
 Impact Price Range
(Average)* 		Current Price Change from Average Comment Current Shares
DVN Devon Energy Corp 2012-12-31 Add1.33%$51.15 - $62.81
($55.85)		 $ 57.844%Add 49.62%3,523,136
CVCO Cavco Industries, In... 2012-12-31 Reduce-0.11%$44.03 - $51.5
($48.02)		 $ 48.391%Reduce -20.6%386,578
CSWC Capital Southwest Co... 2012-12-31 Reduce-0.16%$98 - $115.75
($107.59)		 $ 13626%Reduce -49.07%63,738
COP ConocoPhillips 2012-12-31 Sold Out -0.03%$54.59 - $59.3
($57.17)		 $ 62.539%Sold Out0
CMP Compass Minerals Int... 2012-12-31 Add0.12%$74.2 - $80.65
($76.68)		 $ 88.1215%Add 13.26%614,476
CMA Comerica Inc 2012-12-31 Add1.02%$27.87 - $31.8
($29.71)		 $ 38.9631%Add 177.98%2,507,054
CFFN Capitol Federal Fina... 2012-12-31 Buy 0.01%$11.57 - $12.21
($11.85)		 $ 11.971%New holding, 22615 sh.22,615
CALM Cal-Maine Foods, Inc... 2012-12-31 Add0.15%$42.28 - $46.31
($44.1)		 $ 44.651%Add 144.58%293,202
BRS Bristow Group, Inc. 2012-12-31 Reduce-0.77%$48.26 - $54.65
($50.95)		 $ 65.3528%Reduce -51.09%656,006
AUY Yamana Gold Inc 2012-12-31 Add0.03%$16.63 - $20.39
($18.63)		 $ 10.82-42%Add 198.9%108,800
AMAT Applied Materials, I... 2012-12-31 Add0.13%$10.15 - $11.5
($10.89)		 $ 14.533%Add 5.85%9,850,907
ALC Assisted Living Conc... 2012-12-31 Add0.01%$7.52 - $9.64
($8.44)		 $ 11.9341%Add 70.84%85,420
Y Alleghany Corp DEL 2012-09-30 Add0.3%$328.19 - $355.64
($343.51)		 $ 396.2115%Add 14.91%292,148
WTM White Mountains Insu... 2012-09-30 Add0.37%$510.54 - $536.72
($523.54)		 $ 602.0315%Add 18.94%197,416
WLK Westlake Chemical Co... 2012-09-30 Reduce-0.15%$52.44 - $75.51
($64.34)		 $ 9243%Reduce -41.34%171,609
TLAB Tellabs, Inc. 2012-09-30 Add0.62%$2.96 - $3.76
($3.4)		 $ 2.03-40%Add 33.33%30,865,000
TDW Tidewater, Inc. 2012-09-30 Reduce-0.01%$46.6 - $50.41
($48.53)		 $ 56.6517%Reduce -33.99%14,000
SYMC Symantec Corp 2012-09-30 Add0.14%$13.18 - $19.2
($16.44)		 $ 22.8539%Add 22.42%1,859,000
SNY Sanofi 2012-09-30 Reduce$36.81 - $44.6
($40.57)		 $ 54.8635%Reduce -26.46%12,785
SKY Skyline Corporation 2012-09-30 Reduce-0.02%$4.22 - $5.49
($4.82)		 $ 4.44-8%Reduce -39.3%195,585
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: Next Page 1 2 3 4 5 6 7 8 9 10 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


Add Notes, Comments or Ask Questions

Please log in first

Comments

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