Third Avenue Management

Third Avenue Management

Last Update: 08-11-2016
Related: Martin Whitman

Number of Stocks: 114
Number of New Stocks: 8

Total Value: $2,250 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Third Avenue Management Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
HAR Harman International Industries Inc 2016-06-30 Add0.39%$66.22 - $89.04
($78.17)
$ 85.169%Add 43.50%400,716
RL Ralph Lauren Corp 2016-06-30 Add0.18%$84.5 - $97.26
($92.93)
$ 104.6413%Add 20.09%274,832
TILE Interface Inc 2016-06-30 Add0.11%$14.67 - $18.54
($17.08)
$ 17.804%Add 199.68%249,370
SEB Seaboard Corp 2016-06-30 Add0.11%$2726.5 - $3125
($2935.6)
$ 3273.0011%Add 4626.32%898
WCIC WCI Communities Inc 2016-06-30 Add0.06%$15.64 - $18.58
($17.13)
$ 18.9411%Add 19.53%525,154
CUB Cubic Corp 2016-06-30 Add0.03%$38.19 - $42.94
($40.6)
$ 47.0116%Add 9.47%172,224
DSW DSW Inc 2016-06-30 Add0.03%$19.2 - $27.64
($23.08)
$ 23.733%Add 20.62%211,534
SYNT Syntel Inc 2016-06-30 Add0.01%$41.54 - $50.46
($45.2)
$ 46.322%Add 4.84%117,688
B Barnes Group Inc 2016-06-30 Add0.01%$31.26 - $37.51
($34.02)
$ 41.1821%Add 9.78%101,821
TPHS Trinity Place Holdings Inc 2016-06-30 Add$6.56 - $8.05
($7.37)
$ 8.2512%Add 111.13%12,729
KW Kennedy-Wilson Holdings Inc 2016-03-31 Add0.75%$15.84 - $24.08
($19.79)
$ 22.1412%Add 165.55%1,441,412
BAM Brookfield Asset Management Inc 2016-03-31 Add0.55%$27.3 - $34.98
($30.62)
$ 33.7710%Add 9.56%4,737,134
LABL Multi-Color Corp 2016-03-31 Add0.07%$41.14 - $63.03
($53.4)
$ 66.7425%Add 36.58%129,533
PNC PNC Financial Services Group Inc 2016-03-31 Add0.03%$78.17 - $95.31
($85.26)
$ 89.455%Add 1.18%712,442
CUB Cubic Corp 2016-03-31 Add0.02%$30.8 - $47.87
($38.65)
$ 47.0122%Add 11.22%157,327
VC Visteon Corp 2016-03-31 Add0.02%$60.45 - $114.5
($79.42)
$ 71.06-11%Add 4.64%129,268
LUK Leucadia National Corp 2016-03-31 Add0.01%$14.45 - $17.39
($15.73)
$ 19.1822%Add 8.79%250,384
UNF UniFirst Corp 2016-03-31 Add0.01%$97.97 - $112.85
($104.46)
$ 128.6323%Add 8.99%39,261
SBSI Southside Bancshares Inc 2016-03-31 Add0.01%$18.67 - $25.47
($22.33)
$ 32.8147%Add 7.23%222,516
CZZ Cosan Ltd 2016-03-31 Add0.01%$2.6 - $4.92
($3.48)
$ 7.15105%Add 4.34%1,180,246
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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
2.9% 2.3% 5.3%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY6,610,196196,786
BAM4,590,109151,795
FCE.A5,424,508121,021
RYN3,884,570101,931
MAC1,054,70190,061
FR3,089,84385,959
CMA1,953,05180,329
BK2,053,64879,784
VNO732,81473,369
WTM68,39057,584
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 27% 27%
Financial Services 22.3% 22.3%
Consumer Cyclical 15.3% 15.3%
Basic Materials 14.9% 14.9%
Technology 9.2% 9.2%
Healthcare 4.7% 4.7%
Energy 3.2% 3.2%
Consumer Defensive 0.4% 0.4%
Industrials 0.3% 0.3%
Utilities 0.3% 0.3%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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