Third Avenue Management

Third Avenue Management

Last Update: 2014-02-18
Related: Martin Whitman

Number of Stocks: 170
Number of New Stocks: 22

Total Value: $5,456 Mil
Q/Q Turnover: 8%

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
OSK Oshkosh Corporation 2013-12-31 Reduce-0.77%$47.11 - $53.54
($49.83)
$ 57.2715%Reduce -64.38%444,701
DVN Devon Energy Corp 2013-12-31 Reduce-0.68%$57.97 - $65.52
($61.34)
$ 71.3116%Reduce -16.26%3,115,295
ENS EnerSys, Inc. 2013-12-31 Reduce-0.5%$59.41 - $71.54
($67.14)
$ 67.290%Reduce -41.78%602,118
KEY KeyCorp 2013-12-31 Reduce-0.31%$11.3 - $13.46
($12.66)
$ 13.8910%Reduce -11.22%11,257,939
IM Ingram Micro, Inc. 2013-12-31 Reduce-0.3%$22.9 - $24.21
($23.43)
$ 30.2729%Reduce -53.52%584,495
TFX Teleflex Inc. 2013-12-31 Reduce-0.3%$82.05 - $98.82
($91.77)
$ 102.1111%Reduce -33.72%369,692
BK Bank of New York Mel... 2013-12-31 Reduce-0.29%$29.57 - $34.56
($32.55)
$ 34.215%Reduce -6.56%7,117,407
CKH Seacor Holdings Inc 2013-12-31 Reduce-0.26%$89.58 - $98.45
($93.82)
$ 86.86-7%Reduce -25.93%435,664
Y Alleghany Corp 2013-12-31 Reduce-0.24%$389.79 - $411.22
($398.81)
$ 408.212%Reduce -12.58%211,651
PKX POSCO 2013-12-31 Reduce-0.22%$72.19 - $80.4
($76.09)
$ 72.17-5%Reduce -5.78%2,542,382
WIRE Encore Wire Corporat... 2013-12-31 Reduce-0.21%$39.06 - $54.33
($47.17)
$ 48.793%Reduce -37.63%465,628
BAM Brookfield Asset Man... 2013-12-31 Reduce-0.17%$37.29 - $40.69
($38.89)
$ 41.346%Reduce -4.26%5,279,197
LMCA Liberty Media Corpor... 2013-12-31 Reduce-0.16%$143.27 - $157.734
($149.43)
$ 128.4-14%Reduce -15.5%302,959
CLD Cloud Peak Energy In... 2013-12-31 Reduce-0.16%$14.49 - $18.38
($16.28)
$ 21.2430%Reduce -42.64%749,163
WTW Weight Watchers Inte... 2013-12-31 Reduce-0.14%$31.42 - $41.21
($34.87)
$ 21.18-39%Reduce -54.09%165,285
ICFI ICF International, I... 2013-12-31 Reduce-0.14%$32.35 - $36.18
($34.36)
$ 39.1514%Reduce -15.76%1,125,230
BELFB Bel Fuse, Inc. 2013-12-31 Reduce-0.13%$17.31 - $22.76
($20.33)
$ 23.114%Reduce -70.54%156,384
ESIO Electro Scientific I... 2013-12-31 Reduce-0.11%$9.59 - $12.19
($10.54)
$ 9.6-9%Reduce -51.22%477,069
STLY Stanley Furniture Co... 2013-12-31 Reduce-0.1%$3.49 - $3.93
($3.75)
$ 2.97-21%Reduce -93.92%94,758
BR Broadridge Financial... 2013-12-31 Reduce-0.09%$31.2 - $39.94
($36.14)
$ 37.23%Reduce -27.68%393,358
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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)
WY8,215,227259,355
BK7,117,407248,682
BAM5,279,197204,991
PKX2,542,382198,306
DVN3,115,295192,743
LUK5,902,658167,281
WTM274,818165,737
KEY11,257,939151,081
FCE.A7,069,629135,030
CVCO2,004,502121,165
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 19.3% 19.3%
Basic Materials 17% 17%
Real Estate 15.5% 15.5%
Technology 13.5% 13.5%
Energy 7.8% 7.8%
Consumer Cyclical 6.9% 6.9%
Healthcare 2.1% 2.1%
Industrials 1.7% 1.7%
Consumer Defensive 1.5% 1.5%
Communication Services 0.4% 0.4%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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