Third Avenue Management

Third Avenue Management

Last Update: 04-07-2017
Related: Martin Whitman

Number of Stocks: 114
Number of New Stocks: 8

Total Value: $2,207 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
LEN Lennar Corp 2016-12-31 Add3.83%$40.34 - $45.67
($42.5)
$ 50.5019%Add 199.93%2,951,947
TPHS Trinity Place Holdings Inc 2016-12-31 Add1.76%$8.88 - $10.09
($9.66)
$ 7.13-26%Add 33044.90%4,219,014
AMGN Amgen Inc 2016-12-31 Add0.5%$135.22 - $168.31
($150.5)
$ 163.329%Add 56.65%210,262
LIVN LivaNova PLC 2016-12-31 Add0.37%$41.35 - $60.44
($49.13)
$ 52.707%Add 54.49%515,777
SYNT Syntel Inc 2016-12-31 Add0.14%$18.79 - $42.64
($21.53)
$ 17.61-18%Add 136.31%278,106
MAS Masco Corp 2016-12-31 Add0.09%$29.43 - $34.93
($32.08)
$ 37.0215%Add 8.25%852,594
SP SP Plus Corp 2016-12-31 Add0.06%$23.7 - $29.2
($26.51)
$ 34.4530%Add 38.36%169,423
INT World Fuel Services Corp 2016-12-31 Add0.03%$39.56 - $46.75
($44.57)
$ 36.83-17%Add 12.13%151,019
CRZO Carrizo Oil & Gas Inc 2016-12-31 Add0.02%$33.23 - $42.86
($38.6)
$ 25.15-35%Add 11.16%102,753
DST DST Systems Inc 2016-12-31 Add0.02%$94.93 - $117.45
($105.52)
$ 123.1117%Add 8.36%48,300
JCI Johnson Controls International PLC 2016-12-31 Add0.02%$38.92 - $45.89
($42.3)
$ 41.57-2%Add 1.41%715,724
G Genpact Ltd 2016-12-31 Add0.01%$22.76 - $24.51
($23.83)
$ 24.422%Add 6.47%221,666
KALU Kaiser Aluminum Corp 2016-12-31 Add0.01%$71.3 - $85.74
($79.86)
$ 84.416%Add 6.83%52,778
JCI Johnson Controls International PLC 2016-09-30 Add0.2%$38.21 - $43.76
($40.16)
$ 41.574%Add 16.76%705,743
LIVN LivaNova PLC 2016-09-30 Add0.18%$49.65 - $62.81
($57.5)
$ 52.70-8%Add 24.58%333,848
SHPG Shire PLC 2016-09-30 Add0.18%$185.2 - $206.56
($195.06)
$ 176.96-9%Add 42.61%68,224
CRZO Carrizo Oil & Gas Inc 2016-09-30 Add0.08%$29.89 - $40.62
($35.85)
$ 25.15-30%Add 97.09%92,435
GIII G-III Apparel Group Ltd 2016-09-30 Add0.07%$28.67 - $51.3
($39.25)
$ 23.70-40%Add 60.28%143,218
KEX Kirby Corp 2016-09-30 Add0.04%$51.9 - $64.17
($57.39)
$ 70.6023%Add 17.10%104,375
INT World Fuel Services Corp 2016-09-30 Add0.02%$44.18 - $48.37
($46.11)
$ 36.83-20%Add 9.24%134,679
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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.
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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
10.5% 2.1% 5.6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY6,013,322180,941
BAM4,299,141141,915
LEN2,951,947126,727
FCE.A4,867,140101,431
RYN3,452,27091,830
BK1,759,46583,363
PNC632,29673,953
CMA1,037,60470,671
PNC.WS1,305,34964,615
VNO599,21462,540
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 23.6% 23.6%
Financial Services 23.5% 23.5%
Consumer Cyclical 16.4% 16.4%
Basic Materials 15.3% 15.3%
Technology 8.7% 8.7%
Healthcare 5% 5%
Energy 2.5% 2.5%
Industrials 0.3% 0.3%
Consumer Defensive 0.3% 0.3%
Utilities 0.2% 0.2%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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