Third Avenue Management

Third Avenue Management

Last Update: 06-08-2016
Related: Martin Whitman

Number of Stocks: 114
Number of New Stocks: 12

Total Value: $2,600 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2016-03-31.

Plans start from as little as $349/year. 7-Day FREE TRIAL

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
WY Weyerhaeuser Co 2016-03-31 Reduce-1.74%$22.22 - $31.05
($26.68)
$ 27.734%Reduce -19.66%7,347,132
VNO Vornado Realty Trust 2016-03-31 Reduce-1.5%$80.15 - $99.96
($89.77)
$ 96.998%Reduce -37.53%772,214
EQC Equity Commonwealth 2016-03-31 Reduce-1.45%$25.41 - $28.25
($27)
$ 28.967%Reduce -46.83%1,828,204
FR First Industrial Realty Trust Inc 2016-03-31 Reduce-1.43%$19.32 - $22.98
($21.05)
$ 26.7427%Reduce -31.09%4,426,443
MAC Macerich Co 2016-03-31 Reduce-1.12%$73.88 - $82.5
($78.23)
$ 80.913%Reduce -23.73%1,377,301
AGCO AGCO Corp 2016-03-31 Reduce-1.04%$44.02 - $53.28
($48.03)
$ 48.331%Reduce -49.77%710,300
FCE.A Forest City Realty Trust Inc 2016-03-31 Reduce-0.94%$16.67 - $21.95
($19.63)
$ 22.1513%Reduce -19.05%5,661,733
CBS CBS Corp 2016-03-31 Reduce-0.88%$42.65 - $55.09
($48.51)
$ 51.656%Reduce -38.47%922,021
GM General Motors Co 2016-03-31 Reduce-0.85%$26.9 - $34.01
($30.1)
$ 28.35-6%Reduce -52.86%687,348
PPS Post Properties Inc 2016-03-31 Reduce-0.82%$53.58 - $60.26
($57.03)
$ 58.663%Reduce -34.89%798,642
RYN Rayonier Inc 2016-03-31 Reduce-0.77%$18.63 - $24.68
($21.41)
$ 25.2818%Reduce -20.62%4,096,070
SKT Tanger Factory Outlet Centers Inc 2016-03-31 Reduce-0.69%$29.67 - $36.39
($32.87)
$ 38.2916%Reduce -31.26%1,438,525
LOW Lowe's Companies Inc 2016-03-31 Reduce-0.61%$63.4 - $76.04
($70.53)
$ 77.069%Reduce -20.71%943,411
BK Bank of New York Mellon Corp 2016-03-31 Reduce-0.61%$32.74 - $41.22
($36.3)
$ 37.995%Reduce -15.75%2,450,542
CVCO Cavco Industries Inc 2016-03-31 Reduce-0.61%$71.86 - $93.46
($82.21)
$ 89.048%Reduce -23.79%729,734
CMA Comerica Inc 2016-03-31 Reduce-0.55%$31.02 - $41.83
($36.08)
$ 40.0211%Reduce -16.51%2,067,054
ZION Zions Bancorp 2016-03-31 Reduce-0.5%$19.9 - $27.3
($23.02)
$ 25.2910%Reduce -20.61%2,162,558
APA Apache Corp 2016-03-31 Reduce-0.48%$34.38 - $51.02
($41.43)
$ 54.8632%Reduce -24.88%1,006,432
SYMC Symantec Corp 2016-03-31 Reduce-0.48%$16.62 - $21
($19.28)
$ 20.436%Reduce -31.95%1,510,674
CVA Covanta Holding Corp 2016-03-31 Reduce-0.41%$12.62 - $17.39
($14.73)
$ 16.1610%Reduce -22.27%2,816,718
Premium Real Time Picks are included for Premium Members only!!
*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)
WY7,347,132227,614
BAM4,737,134164,805
FCE.A5,661,733119,406
MAC1,377,301109,137
RYN4,096,070101,091
FR4,426,443100,657
BK2,450,54290,253
CMA2,067,05478,279
VNO772,21472,920
LOW943,41171,463
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 31.7% 31.7%
Financial Services 20.8% 20.8%
Basic Materials 14.6% 14.6%
Consumer Cyclical 13.9% 13.9%
Technology 8.6% 8.6%
Energy 3.2% 3.2%
Healthcare 3.2% 3.2%
Consumer Defensive 0.3% 0.3%
Industrials 0.2% 0.2%
Utilities 0.2% 0.2%
Communication Services 0% 0%
» More Sector Weightings


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Select portfolio(s):

  • Loading...

Why you are interested?

Your selection and notes will be stored in your portfolio.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)