Third Avenue Management

Third Avenue Management

Last Update: 04-07-2017
Related: Martin Whitman

Number of Stocks: 114
Number of New Stocks: 8

Total Value: $2,207 Mil
Q/Q Turnover: 9%

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 2016-12-31 Reduce-1.89%$67.09 - $79
($71.44)
$ 62.43-13%Reduce -65.56%267,301
ZION Zions Bancorp 2016-12-31 Reduce-1.84%$30.36 - $43.93
($36.84)
$ 40.039%Reduce -67.99%607,058
CMA Comerica Inc 2016-12-31 Reduce-1.1%$47.37 - $70.03
($58.6)
$ 70.7021%Reduce -32.83%1,037,604
AXE Anixter International Inc 2016-12-31 Reduce-1.05%$59.83 - $83.65
($72.42)
$ 81.5513%Reduce -50.13%352,400
FR First Industrial Realty Trust Inc 2016-12-31 Reduce-0.58%$25.35 - $28.12
($26.64)
$ 28.146%Reduce -19.92%1,802,943
BK Bank of New York Mellon Corp 2016-12-31 Reduce-0.5%$39.09 - $49.17
($45.1)
$ 47.064%Reduce -13.51%1,759,465
CBS CBS Corp 2016-12-31 Reduce-0.47%$54.93 - $64.85
($59.32)
$ 66.5612%Reduce -22.47%650,481
APA Apache Corp 2016-12-31 Reduce-0.43%$55.52 - $67.35
($62.99)
$ 48.64-23%Reduce -36.52%257,260
AGCO AGCO Corp 2016-12-31 Reduce-0.4%$48.89 - $60.66
($54.02)
$ 63.9918%Reduce -32.01%374,671
BKD Brookdale Senior Living Inc 2016-12-31 Reduce-0.3%$11.27 - $17.59
($13.42)
$ 12.99-3%Reduce -15.84%2,023,941
KEY KeyCorp 2016-12-31 Reduce-0.24%$12.15 - $18.54
($15.77)
$ 18.2416%Reduce -30.58%986,968
FCE.A Forest City Realty Trust Inc 2016-12-31 Reduce-0.2%$18.02 - $22.5
($20.27)
$ 22.6011%Reduce -3.69%4,867,140
RYN Rayonier Inc 2016-12-31 Reduce-0.18%$25.46 - $28.25
($26.68)
$ 28.226%Reduce -4.01%3,452,270
BAM Brookfield Asset Management Inc 2016-12-31 Reduce-0.16%$32.54 - $36.09
($34.17)
$ 36.958%Reduce -2.29%4,299,141
SMP Standard Motor Products Inc 2016-12-31 Reduce-0.13%$46.98 - $55.08
($50.12)
$ 50.831%Reduce -37.82%95,747
VNO Vornado Realty Trust 2016-12-31 Reduce-0.12%$86.73 - $104.93
($97.25)
$ 96.24-1%Reduce -4.02%599,214
EME EMCOR Group Inc 2016-12-31 Reduce-0.11%$56.04 - $73.04
($65.53)
$ 65.740%Reduce -31.12%87,607
TRC Tejon Ranch Co 2016-12-31 Reduce-0.1%$21.24 - $27.8
($25.02)
$ 22.90-8%Reduce -3.79%2,164,153
WCIC WCI Communities Inc 2016-12-31 Reduce-0.1%$22.75 - $23.82
($23.35)
$ 23.450%Reduce -18.15%432,988
LOW Lowe's Companies Inc 2016-12-31 Reduce-0.08%$65.63 - $76.4
($70.75)
$ 84.8820%Reduce -4.05%560,911
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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.
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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
10.5% 2.1% 5.6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY6,013,322180,941
BAM4,299,141141,915
LEN2,951,947126,727
FCE.A4,867,140101,431
RYN3,452,27091,830
BK1,759,46583,363
PNC632,29673,953
CMA1,037,60470,671
PNC.WS1,305,34964,615
VNO599,21462,540
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 23.6% 23.6%
Financial Services 23.5% 23.5%
Consumer Cyclical 16.4% 16.4%
Basic Materials 15.3% 15.3%
Technology 8.7% 8.7%
Healthcare 5% 5%
Energy 2.5% 2.5%
Consumer Defensive 0.3% 0.3%
Industrials 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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