Third Avenue Management

Third Avenue Management

Last Update: 2014-07-10
Related: Martin Whitman

Number of Stocks: 157
Number of New Stocks: 11

Total Value: $5,163 Mil
Q/Q Turnover: 7%

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



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
BK Bank of New York Mel... 2014-03-31 Reduce-1.18%$30.91 - $35.58
($33.05)
$ 39.4319%Reduce -25.59%5,296,072
LUK Leucadia National Co... 2014-03-31 Reduce-1.07%$26.22 - $28.65
($27.58)
$ 25.08-9%Reduce -34.38%3,873,183
WY Weyerhaeuser Co 2014-03-31 Reduce-0.98%$28.84 - $31.57
($30.14)
$ 31.926%Reduce -20.42%6,538,015
WTM White Mountains Insu... 2014-03-31 Reduce-0.91%$559.26 - $603.08
($583.9)
$ 608.994%Reduce -30.29%191,574
BAM Brookfield Asset Man... 2014-03-31 Reduce-0.81%$36.64 - $40.97
($38.88)
$ 44.6115%Reduce -21.19%4,160,589
KEY KeyCorp 2014-03-31 Reduce-0.65%$12.31 - $14.43
($13.38)
$ 13.864%Reduce -23.23%8,643,141
DVN Devon Energy Corp 2014-03-31 Reduce-0.62%$57.85 - $65.79
($61.98)
$ 78.3426%Reduce -17.74%2,562,708
KGC Kinross Gold Corp 2014-03-31 Reduce-0.53%$4.06 - $5.37
($4.79)
$ 4.12-14%Reduce -96.19%259,956
EFII Electronics for Imag... 2014-03-31 Reduce-0.41%$38.08 - $46.16
($42.04)
$ 45.127%Reduce -44.33%732,222
SEMG Semgroup Corp 2014-03-31 Reduce-0.38%$60.34 - $67.85
($63.57)
$ 80.0326%Reduce -34.79%586,529
EME EMCOR Group, Inc. 2014-03-31 Reduce-0.35%$40.17 - $47.55
($43.93)
$ 43.08-2%Reduce -31.64%936,449
ICFI ICF International In... 2014-03-31 Reduce-0.35%$33.07 - $41.3
($36.48)
$ 34.94-4%Reduce -48.2%582,866
ACGL Arch Capital Group L... 2014-03-31 Reduce-0.33%$52.58 - $59.69
($55.7)
$ 54.72-2%Reduce -38.56%476,524
LMCA Liberty Media Corpor... 2014-03-31 Reduce-0.26%$44.01 - $51.04
($47.09)
$ 48.262%Reduce -31.51%207,489
SXT Sensient Technologie... 2014-03-31 Reduce-0.22%$46.74 - $55.79
($51.27)
$ 55.338%Reduce -28.68%618,625
CALM Cal-Maine Foods Inc 2014-03-31 Reduce-0.21%$49.42 - $60.71
($54.67)
$ 79.2945%Reduce -32.47%402,616
GLT PH Glatfelter Co 2014-03-31 Reduce-0.15%$26.83 - $31.66
($29.11)
$ 24.79-15%Reduce -24.29%894,140
ABM ABM Industries Inc 2014-03-31 Reduce-0.15%$26.01 - $29.43
($27.87)
$ 25.15-10%Reduce -28.23%745,547
PDS Precision Drilling C... 2014-03-31 Reduce-0.15%$8.59 - $11.67
($10.01)
$ 13.9139%Reduce -30.06%1,981,588
KMT Kennametal Inc 2014-03-31 Reduce-0.14%$41.92 - $52.07
($46)
$ 45.73-1%Reduce -18.3%654,283
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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)
WY6,538,015191,891
BK5,296,072186,898
PKX2,574,148178,671
DVN2,562,708171,522
BAM4,160,589169,960
CVCO1,935,758151,860
FCE.A7,008,991133,872
APA1,478,213122,618
KEY8,643,141123,079
CMA2,410,354124,856
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.8% 18.8%
Real Estate 15.8% 15.8%
Basic Materials 15.4% 15.4%
Technology 13.7% 13.7%
Energy 8.5% 8.5%
Consumer Cyclical 7.4% 7.4%
Healthcare 2.4% 2.4%
Industrials 1.8% 1.8%
Consumer Defensive 1.2% 1.2%
Communication Services 0.6% 0.6%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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