Third Avenue Management

Third Avenue Management

Last Update: 12-09-2015
Related: Martin Whitman

Number of Stocks: 130
Number of New Stocks: 13

Total Value: $3,674 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Third Avenue Management 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
BKD Brookdale Senior Living Inc 2015-09-30 Add1.5%$22.1 - $34.39
($29.53)
$ 15.98-46%Add 69.41%5,867,732
AXE Anixter International Inc 2015-09-30 Add0.94%$57.78 - $68.11
($62.62)
$ 40.64-35%Add 233.26%854,833
WY Weyerhaeuser Co 2015-09-30 Add0.55%$26.87 - $32.06
($29.51)
$ 23.99-19%Add 6.65%11,805,135
FR First Industrial Realty Trust Inc 2015-09-30 Add0.52%$18.69 - $21.43
($20.11)
$ 20.170%Add 13.80%7,528,218
MAC Macerich Co 2015-09-30 Add0.5%$72.53 - $81.17
($77.41)
$ 76.10-2%Add 13.82%1,953,426
VNO Vornado Realty Trust 2015-09-30 Add0.43%$84.8 - $98.23
($93.31)
$ 84.26-10%Add 15.38%1,316,830
BAM Brookfield Asset Management Inc 2015-09-30 Add0.38%$29.91 - $36.18
($33.2)
$ 28.82-13%Add 10.75%4,588,281
PNC PNC Financial Services Group Inc 2015-09-30 Add0.3%$85.85 - $99.86
($94.16)
$ 83.57-11%Add 20.88%722,399
FCE.A Forest City Realty Trust Inc 2015-09-30 Add0.29%$19.46 - $23.75
($22.07)
$ 18.39-17%Add 7.10%8,101,985
CBS CBS Corp 2015-09-30 Add0.28%$38.67 - $55.93
($48.52)
$ 46.25-5%Add 19.95%1,559,106
RYN Rayonier Inc 2015-09-30 Add0.21%$21.97 - $26.35
($23.85)
$ 20.21-15%Add 6.61%5,529,082
FLWS 1-800 Flowers.com Inc 2015-09-30 Add0.08%$8.39 - $10.8
($9.48)
$ 7.52-21%Add 88.52%653,109
MAS Masco Corp 2015-09-30 Add0.08%$22.63 - $28.35
($25.66)
$ 24.30-5%Add 7.10%1,840,671
LABL Multi-Color Corp 2015-09-30 Add0.07%$61.91 - $76.49
($65.61)
$ 58.29-11%Add 57.26%87,613
EQC Equity Commonwealth 2015-09-30 Add0.05%$25.32 - $27.37
($26.5)
$ 27.032%Add 1.71%3,708,155
CNHI CNH Industrial NV 2015-09-30 Add0.05%$6.38 - $9.64
($8.35)
$ 6.56-21%Add 89.74%617,057
ZION Zions Bancorp 2015-09-30 Add0.03%$26.52 - $31.95
($29.65)
$ 21.63-27%Add 1.43%2,934,458
CIR Circor International Inc 2015-09-30 Add0.03%$40.12 - $53.9
($46.48)
$ 36.01-23%Add 33.66%116,329
LOW Lowe's Companies Inc 2015-09-30 Add0.03%$66.25 - $74.37
($68.77)
$ 65.84-4%Add 1.35%1,290,176
ARCO Arcos Dorados Holdings Inc 2015-09-30 Add0.03%$2.72 - $4.98
($3.93)
$ 2.70-31%Add 26.22%1,743,763
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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)
WY11,805,135322,752
FCE.A8,101,985163,093
FR7,528,218157,717
MAC1,953,426150,062
BAM4,588,281144,255
BKD5,867,732134,723
BK3,156,638123,582
RYN5,529,082122,027
VNO1,316,830119,068
CMA2,591,334106,504
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 30.6% 30.6%
Financial Services 21.4% 21.4%
Basic Materials 15.2% 15.2%
Consumer Cyclical 11.2% 11.2%
Technology 8.9% 8.9%
Healthcare 4.3% 4.3%
Energy 2.8% 2.8%
Consumer Defensive 0.2% 0.2%
Industrials 0.2% 0.2%
Utilities 0.1% 0.1%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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User Comments

Amyboby
ReplyAmyboby - 2 months ago
Il ya de magnifiques photos mises à jour quotidiennement, s'il vous plaît prêter attention à mon site: Rolex

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