Third Avenue Management

Third Avenue Management

Last Update: 2014-11-14
Related: Martin Whitman

Number of Stocks: 146
Number of New Stocks: 16

Total Value: $4,766 Mil
Q/Q Turnover: 12%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Third Avenue Management Sold 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
ECA Encana Corp 2014-09-30 Reduce-1.32%$20.95 - $23.32
($22.02)
$ 14.15-36%Reduce -73.54%1,058,995
PKX POSCO 2014-09-30 Reduce-0.56%$71.97 - $86.37
($80.04)
$ 65.44-18%Reduce -16.95%1,927,486
DVN Devon Energy Corp 2014-09-30 Reduce-0.44%$68.7 - $79.4
($74.31)
$ 61.31-18%Reduce -13.89%1,783,534
PDS Precision Drilling C... 2014-09-30 Reduce-0.4%$10.63 - $14.54
($12.44)
$ 6.84-45%Reduce -91.72%133,107
BK Bank of New York Mel... 2014-09-30 Reduce-0.38%$37.6 - $40.26
($38.92)
$ 40.855%Reduce -10.67%4,491,797
SEMG Semgroup Corp 2014-09-30 Reduce-0.38%$77.06 - $88.65
($82.53)
$ 67.24-18%Reduce -51.12%236,483
AXLL Axiall Corp 2014-09-30 Reduce-0.35%$36.75 - $48.24
($42.28)
$ 39.88-6%Reduce -37.25%651,238
KEY KeyCorp 2014-09-30 Reduce-0.3%$12.99 - $14.51
($13.68)
$ 13.81%Reduce -13.5%6,787,103
Y Alleghany Corp 2014-09-30 Reduce-0.29%$413.85 - $440.45
($426.89)
$ 48213%Reduce -16.36%180,888
BAM Brookfield Asset Man... 2014-09-30 Reduce-0.26%$43.7 - $48.41
($46.07)
$ 49.227%Reduce -9.32%3,034,328
FCE.A Forest City Enterpri... 2014-09-30 Reduce-0.26%$19.17 - $21.3
($20)
$ 21.126%Reduce -9.81%6,283,518
LUK Leucadia National Co... 2014-09-30 Reduce-0.25%$24.12 - $26.36
($25.17)
$ 22.72-10%Reduce -14.14%3,110,224
BTZ BlackRock Credit All... 2014-09-30 Reduce-0.21%$13.1 - $13.8
($13.51)
$ 13.34-1%Reduce -74.91%263,340
TFX Teleflex Inc 2014-09-30 Reduce-0.19%$104.1 - $110.21
($107.35)
$ 117.5510%Reduce -35.26%175,094
EXL Excel Trust Inc 2014-09-30 Reduce-0.17%$11.9 - $13.26
($12.82)
$ 13.193%Reduce -69.36%287,615
BRS Bristow Group Inc 2014-09-30 Reduce-0.17%$67.14 - $80.26
($72.26)
$ 65.72-9%Reduce -39.95%166,138
RSTI Rofin-Sinar Technolo... 2014-09-30 Reduce-0.16%$21.79 - $24.42
($23.1)
$ 28.8725%Reduce -20.09%1,357,766
NVDA NVIDIA Corp 2014-09-30 Reduce-0.16%$17.46 - $20.03
($18.87)
$ 20.428%Reduce -13.19%2,977,415
MSG Madison Square Garde... 2014-09-30 Reduce-0.15%$59.21 - $67.24
($63.27)
$ 75.0719%Reduce -23.81%406,573
KALU Kaiser Aluminum Corp 2014-09-30 Reduce-0.14%$71.99 - $81.05
($77.45)
$ 71.75-7%Reduce -23.13%335,574
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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)
WY9,722,375309,755
BK4,491,797173,967
PKX1,927,486146,296
BAM3,034,328136,424
CVA6,522,428138,406
CMA2,464,210122,865
FCE.A6,283,518122,906
DVN1,783,534121,602
APA1,293,994121,467
CVCO1,717,443116,786
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 21.8% 21.8%
Real Estate 19.5% 19.5%
Basic Materials 13.6% 13.6%
Technology 12.9% 12.9%
Consumer Cyclical 9.9% 9.9%
Energy 6.1% 6.1%
Healthcare 3.1% 3.1%
Industrials 1.4% 1.4%
Consumer Defensive 0.9% 0.9%
Communication Services 0.5% 0.5%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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