Martin Whitman

Martin Whitman

Last Update: 2014-09-17
Related: Third Avenue Management

Number of Stocks: 37
Number of New Stocks: 2

Total Value: $2,072 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Martin Whitman Bought 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
AGCO AGCO Corp 2014-07-31 Add1.8%$49.31 - $56.9
($54.37)
$ 43.4-20%Add 301.56%1,018,513
SYMC Symantec Corp 2014-07-31 Add0.9%$20.09 - $24
($22.17)
$ 22.52%Add 49.82%2,322,155
ML.France Michelin 2014-07-31 Add0.89%€82.54 - €92.9
(€88.41)
€ 71.31-19%Add 68.43%417,265
WTM White Mountains Insu... 2014-07-31 Add0.76%$587.68 - $621
($601.06)
$ 622.774%Add 46.68%81,699
PARG.Switzerland Pargesa Holding SA 2014-07-31 Add0.29%CHF76.4 - CHF82.9
(CHF79.37)
CHF 72.25-9%Add 14.27%561,726
VOD.UK Vodafone Group PLC 2014-04-30 Add0.74%£2.106 - £2.951
(£2.41)
£ 1.9-21%Add 34.48%16,284,089
APA Apache Corporation 2014-04-30 Add0.54%$78.02 - $87.96
($82.2)
$ 72.93-11%Add 13.54%1,090,000
Y Alleghany Corp 2014-04-30 Add0.53%$363.6 - $409.95
($393.28)
$ 421.627%Add 33.66%108,073
ECA.Canada Encana Corp 2014-04-30 Add0.28%C$19.6 - C$25.78
(C$22.6)
C$ 21.02-7%Add 8.67%3,195,824
ECA.Canada Encana Corp 2014-01-31 Add0.66%C$18.59 - C$20.53
(C$19.52)
C$ 21.028%Add 35.78%2,940,824
APA Apache Corporation 2014-01-31 Add0.39%$81.02 - $94.42
($87.69)
$ 72.93-17%Add 11.63%960,000
00191.Hongkong Lai Sun Garment (Int... 2014-01-31 Add0.21%HK$1.08 - HK$1.44
(HK$1.28)
HK$ 1.13-12%Add 16%198,815,880
FP.France Total SA 2014-01-31 Add0.18%€41.56 - €44.88
(€43.67)
€ 44.161%Add 5.26%1,299,649
FP.France Total SA 2013-10-31 Add1.1%€40.09 - €45.23
(€42.54)
€ 44.164%Add 49.89%1,234,649
PARG.Switzerland Pargesa Holding SA 2013-10-31 Add0.76%CHF65.05 - CHF71.35
(CHF68.22)
CHF 72.256%Add 80.86%486,565
ECA.Canada Encana Corp 2013-10-31 Add0.35%C$17.62 - C$19.16
(C$18.21)
C$ 21.0215%Add 26.23%2,165,824
RHJI.Belgium RHJ International 2013-10-31 Add0.28%€3.73 - €3.99
(€3.86)
€ 3.993%Add 62.09%3,213,892
WTM White Mountains Insu... 2013-10-31 Add0.17%$555.82 - $597
($572.77)
$ 622.779%Add 13.76%54,421
00012.Hongkong Henderson Land Devel... 2013-07-31 Add0.5%HK$40.36 - HK$52.36
(HK$46.1)
HK$ 51.6512%Add 9.11%21,921,356
APA Apache Corporation 2013-07-31 Add0.38%$73.8 - $87.12
($82.68)
$ 72.93-12%Add 14.67%860,000
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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.

Martin Whitman's Profile:

Martin Whitman is Founder and Portfolio Manager of the Third Avenue Value Fund (TAVFX). Whitman is a 1949 graduate of Syracuse University, which recently renamed its School of Management after Whitman, after a large gift from him in June 2003. He is an adjunct faculty member at Yale School of Management.



Martin Whitman's Performance:

Average Annual Return of Third Avenue Value Fund
5 Yrs 10 Yrs Since Inception
14.6% 6.8% 6%
» More Profile & Performance

Martin Whitman's Current Portfolio:

Ticker Shares Value ($1000)
CVA5,956,007121,622
BK3,034,813118,479
PKX1,432,345115,776
CVCO1,590,793113,567
0002021,351,000107,656
APA990,300101,664
DVN1,245,60694,043
0001016,132,00086,513
86019,883,70082,983
FP1,299,64983,820
» More Current Portfolio

Martin Whitman's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 23.8% 23.8%
Real Estate 19.5% 19.5%
Energy 16.3% 16.3%
Consumer Cyclical 10.7% 10.7%
Technology 10.6% 10.6%
Basic Materials 9.3% 9.3%
Communication Services 2.6% 2.6%
Utilities 1.3% 1.3%
» More Sector Weightings

Martin Whitman's News:

» More Related News


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