Third Avenue Management

Third Avenue Management

Last Update: 11-14-2016
Related: Martin Whitman

Number of Stocks: 111
Number of New Stocks: 2

Total Value: $2,182 Mil
Q/Q Turnover: 1%

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
MAC Macerich Co 2016-09-30 Reduce-1.06%$78.99 - $89.76
($84.5)
$ 70.85-16%Reduce -26.41%776,201
FR First Industrial Realty Trust Inc 2016-09-30 Reduce-1.04%$27 - $29.61
($28.52)
$ 27.57-3%Reduce -27.13%2,251,543
CMA Comerica Inc 2016-09-30 Reduce-0.75%$39.15 - $47.68
($45.33)
$ 69.6254%Reduce -20.90%1,544,793
WY Weyerhaeuser Co 2016-09-30 Reduce-0.75%$29.7 - $32.91
($31.62)
$ 32.784%Reduce -8.56%6,044,348
VNO Vornado Realty Trust 2016-09-30 Reduce-0.48%$97.88 - $107.69
($102.51)
$ 103.641%Reduce -14.81%624,314
DVN Devon Energy Corp 2016-09-30 Reduce-0.38%$35.91 - $45.28
($40.59)
$ 47.7418%Reduce -23.27%769,932
CVA Covanta Holding Corp 2016-09-30 Reduce-0.37%$14.56 - $17.01
($15.55)
$ 14.40-7%Reduce -23.02%1,702,563
FCE.A Forest City Realty Trust Inc 2016-09-30 Reduce-0.37%$22.38 - $24.22
($23.36)
$ 21.49-8%Reduce -6.84%5,053,408
RYN Rayonier Inc 2016-09-30 Reduce-0.34%$25.74 - $28.01
($26.9)
$ 28.255%Reduce -7.42%3,596,370
AGCO AGCO Corp 2016-09-30 Reduce-0.3%$46.22 - $49.91
($48.01)
$ 60.6626%Reduce -20.47%551,104
APA Apache Corp 2016-09-30 Reduce-0.29%$48.78 - $63.87
($54.66)
$ 66.5022%Reduce -22.66%405,279
BAM Brookfield Asset Management Inc 2016-09-30 Reduce-0.28%$32.54 - $35.49
($34.32)
$ 33.17-3%Reduce -4.15%4,399,779
MAS Masco Corp 2016-09-30 Reduce-0.28%$30.55 - $36.87
($34.59)
$ 32.54-6%Reduce -20.48%787,625
LOW Lowe's Companies Inc 2016-09-30 Reduce-0.17%$70.81 - $82.94
($77.77)
$ 75.24-3%Reduce -7.50%584,611
ZION Zions Bancorp 2016-09-30 Reduce-0.17%$23.44 - $31.02
($28.41)
$ 43.0952%Reduce -7.43%1,896,358
LEN Lennar Corp 2016-09-30 Reduce-0.16%$42.19 - $49.16
($46.54)
$ 45.67-2%Reduce -7.47%984,200
ARCO Arcos Dorados Holdings Inc 2016-09-30 Reduce-0.09%$4.63 - $5.92
($5.33)
$ 5.656%Reduce -26.59%1,186,027
FNF Fidelity National Financial Inc 2016-09-30 Reduce-0.09%$36.27 - $38.43
($37.22)
$ 34.16-8%Reduce -7.47%692,400
SKT Tanger Factory Outlet Centers Inc 2016-09-30 Reduce-0.09%$38.28 - $41.74
($40.41)
$ 36.14-11%Reduce -57.07%37,674
TFX Teleflex Inc 2016-09-30 Reduce-0.09%$164.51 - $188.35
($179.18)
$ 156.61-13%Reduce -33.51%23,102
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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
2.9% 2.3% 5.3%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY6,044,348193,056
BAM4,399,779154,784
FCE.A5,053,408116,885
RYN3,596,37095,448
BK2,034,40181,132
CMA1,544,79373,100
FR2,251,54363,539
VNO624,31463,187
MAC776,20162,771
ZION1,896,35858,825
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 25.2% 25.2%
Financial Services 23.7% 23.7%
Consumer Cyclical 14.9% 14.9%
Basic Materials 14.7% 14.7%
Technology 9.4% 9.4%
Healthcare 5.4% 5.4%
Energy 2.9% 2.9%
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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