Third Avenue Management

Third Avenue Management

Last Update: 2014-07-10
Related: Martin Whitman

Number of Stocks: 157
Number of New Stocks: 11

Total Value: $5,163 Mil
Q/Q Turnover: 7%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-03-31.

Plans start from as little as $349/year. 7-Day FREE TRIAL

Third Avenue Management Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
APA Apache Corporation 2014-03-31 Add0.63%$78.02 - $87.9
($82.15)
$ 101.2723%Add 35.37%1,478,213
CWH CommonWealth REIT 2014-03-31 Add0.53%$22.4 - $27.68
($25.47)
$ 27.27%Add 78.17%2,419,214
RYN Rayonier Inc 2014-03-31 Add0.44%$30.73 - $35.14
($33.06)
$ 35.457%Add 1227.34%541,023
ECA Encana Corp 2014-03-31 Add0.4%$17.25 - $21.42
($18.87)
$ 22.0817%Add 26.44%4,628,927
FCN FTI Consulting Inc 2014-03-31 Add0.31%$28.51 - $41.76
($35.29)
$ 37.226%Add 99.27%969,135
PPS Post Properties Inc 2014-03-31 Add0.23%$44.8 - $49.67
($47.57)
$ 55.5917%Add 17.01%1,702,115
TG Tredegar Corp 2014-03-31 Add0.22%$22.48 - $28.81
($24.77)
$ 20.09-19%Add 487.45%584,359
INT World Fuel Services ... 2014-03-31 Add0.15%$41.4 - $45.66
($44.17)
$ 47.598%Add 29.67%775,409
UMBF UMB Financial Corp 2014-03-31 Add0.13%$56.77 - $68.03
($62.49)
$ 56.41-10%Add 26.08%503,860
TCK Teck Resources Ltd 2014-03-31 Add0.12%$20.44 - $26.09
($23.31)
$ 23.92%Add 433.19%360,260
Y Alleghany Corp 2014-03-31 Add0.11%$363.6 - $403.98
($387.67)
$ 424.7610%Add 6.44%225,281
HYI Western Asset High Y... 2014-03-31 Add0.1%$17.58 - $18.29
($17.94)
$ 17.63-2%Add 131.49%500,830
NHS Neuberger Berman Hig... 2014-03-31 Add0.04%$13.18 - $13.94
($13.54)
$ 13.621%Add 40.95%504,626
HYB New America High Inc... 2014-03-31 Add0.04%$9.48 - $10.15
($9.78)
$ 9.841%Add 52.6%625,520
ANV Allied Nevada Gold C... 2014-03-31 Add0.04%$3.4 - $6.39
($4.97)
$ 3.3-34%Add 29.11%1,961,723
PPS Post Properties Inc 2013-12-31 Add0.63%$42.67 - $46.31
($44.85)
$ 55.5924%Add 109.23%1,454,621
DAR Darling Internationa... 2013-12-31 Add0.26%$19.29 - $23.84
($21.39)
$ 19.24-10%Add 121.78%1,247,226
LUK Leucadia National Co... 2013-12-31 Add0.14%$27.1 - $29.48
($28.28)
$ 25.05-11%Add 4.7%5,902,658
BKD Brookdale Senior Liv... 2013-12-31 Add0.13%$25.55 - $29.88
($27.73)
$ 35.7229%Add 15.48%1,900,958
BTZ BlackRock Credit All... 2013-12-31 Add0.13%$12.55 - $13.12
($12.79)
$ 13.727%Add 124.87%1,006,171
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.

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
14.6% 6.7% 6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY6,538,015191,891
BK5,296,072186,898
PKX2,574,148178,671
DVN2,562,708171,522
BAM4,160,589169,960
CVCO1,935,758151,860
FCE.A7,008,991133,872
APA1,478,213122,618
KEY8,643,141123,079
CMA2,410,354124,856
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.8% 18.8%
Real Estate 15.8% 15.8%
Basic Materials 15.4% 15.4%
Technology 13.7% 13.7%
Energy 8.5% 8.5%
Consumer Cyclical 7.4% 7.4%
Healthcare 2.4% 2.4%
Industrials 1.8% 1.8%
Consumer Defensive 1.2% 1.2%
Communication Services 0.6% 0.6%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


Add Notes, Comments or Ask Questions

User Comments

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