Third Avenue Management

Third Avenue Management

Last Update: 2014-08-14
Related: Martin Whitman

Number of Stocks: 151
Number of New Stocks: 13

Total Value: $5,184 Mil
Q/Q Turnover: 7%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Third Avenue Management Bought these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
WY Weyerhaeuser Co 2014-06-30 Add1.82%$27.72 - $32.7
($30.18)
$ 34.2814%Add 43.38%9,374,201
PB Prosperity Bancshare... 2014-06-30 Add0.25%$57.18 - $67
($60.49)
$ 59.71-1%Add 63.67%532,553
SYNT Syntel Inc 2014-06-30 Add0.23%$78 - $90.95
($82.23)
$ 89.178%Add 42.99%455,170
SYMC Symantec Corp 2014-06-30 Add0.21%$20.01 - $22.77
($21.22)
$ 24.1914%Add 21.37%2,603,676
MSG Madison Square Garde... 2014-06-30 Add0.2%$48.67 - $61.87
($54.98)
$ 65.0818%Add 45.38%533,656
ATU Actuant Corp 2014-06-30 Add0.2%$33.34 - $36.51
($34.7)
$ 34.29-1%Add 69.82%739,062
CMA Comerica Inc 2014-06-30 Add0.14%$45.9 - $52.04
($48.81)
$ 50.353%Add 6.07%2,556,661
IM Ingram Micro Inc 2014-06-30 Add0.07%$26.03 - $30.78
($28.06)
$ 28.321%Add 22.95%636,038
TG Tredegar Corp 2014-06-30 Add0.06%$19.65 - $25.08
($21.99)
$ 21.31-3%Add 23.47%721,521
EXLS ExlService Holdings ... 2014-06-30 Add0.05%$27.39 - $31.01
($28.89)
$ 28.02-3%Add 20.55%550,283
SBSA Spanish Broadcasting... 2014-06-30 Add0.03%$4.36 - $7.131
($6.06)
$ 4.69-23%Add 57.55%681,637
APA Apache Corporation 2014-03-31 Add0.63%$78.02 - $87.9
($82.15)
$ 99.8222%Add 35.37%1,478,213
EQC CommonWealth REIT 2014-03-31 Add0.53%$22.4 - $27.68
($25.47)
$ 27.357%Add 78.17%2,419,214
RYN Rayonier Inc 2014-03-31 Add0.44%$30.73 - $35.14
($33.06)
$ 33.993%Add 1227.34%541,023
ECA Encana Corp 2014-03-31 Add0.4%$17.25 - $21.42
($18.87)
$ 21.9816%Add 26.44%4,628,927
FCN FTI Consulting Inc 2014-03-31 Add0.31%$28.51 - $41.76
($35.29)
$ 36.564%Add 99.27%969,135
PPS Post Properties Inc 2014-03-31 Add0.23%$44.8 - $49.67
($47.57)
$ 54.8115%Add 17.01%1,702,115
TG Tredegar Corp 2014-03-31 Add0.22%$22.48 - $28.81
($24.77)
$ 21.31-14%Add 487.45%584,359
INT World Fuel Services ... 2014-03-31 Add0.15%$41.4 - $45.66
($44.17)
$ 44.380%Add 29.67%775,409
UMBF UMB Financial Corp 2014-03-31 Add0.13%$56.77 - $68.03
($62.49)
$ 57.72-8%Add 26.08%503,860
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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
14.6% 6.7% 6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY9,374,201310,192
BK5,028,544188,470
PKX2,321,005172,775
DVN2,071,231164,456
CVCO1,726,891147,304
BAM3,346,018147,291
FCE.A6,967,150138,437
CVA6,622,428136,488
APA1,353,333136,173
CMA2,556,661128,242
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.3% 18.3%
Real Estate 15.8% 15.8%
Basic Materials 14.4% 14.4%
Technology 14.3% 14.3%
Energy 8.5% 8.5%
Consumer Cyclical 8.4% 8.4%
Healthcare 2.6% 2.6%
Industrials 1.9% 1.9%
Communication Services 0.7% 0.7%
Consumer Defensive 0.5% 0.5%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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