Third Avenue Management

Third Avenue Management

Last Update: 2014-08-14
Related: Martin Whitman

Number of Stocks: 151
Number of New Stocks: 13

Total Value: $5,184 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:

(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
RYAM Rayonier Advanced Ma... 2014-06-30 Sold Out $36.75 - $40.65
($38.44)
$ 33.18-14%Sold Out0
VOD Vodafone Group PLC 2014-06-30 Sold Out $32 - $38.26
($35.44)
$ 33.05-7%Sold Out0
STLY Stanley Furniture Co... 2014-06-30 Reduce$2.57 - $3
($2.74)
$ 2.82%Reduce -74.38%24,274
CMP Compass Minerals Int... 2014-06-30 Sold Out -0.74%$82.91 - $95.37
($90.09)
$ 84.44-6%Sold Out0
SXT Sensient Technologie... 2014-06-30 Sold Out -0.68%$52.78 - $56.72
($54.29)
$ 52.69-3%Sold Out0
BAM Brookfield Asset Man... 2014-06-30 Reduce-0.65%$40.84 - $44.51
($42.71)
$ 45.126%Reduce -19.58%3,346,018
SUSS Susser Holdings Corp 2014-06-30 Sold Out -0.65%$57.03 - $80.6
($73.88)
$ 81.7211%Sold Out0
DVN Devon Energy Corp 2014-06-30 Reduce-0.63%$67.55 - $79.5
($72.63)
$ 68.73-5%Reduce -19.18%2,071,231
BIG Big Lots Inc 2014-06-30 Sold Out -0.4%$36.69 - $46.17
($40.57)
$ 43.57%Sold Out0
PKX POSCO 2014-06-30 Reduce-0.34%$69.6 - $76.56
($72.89)
$ 76.14%Reduce -9.83%2,321,005
CVCO Cavco Industries Inc 2014-06-30 Reduce-0.31%$73.06 - $84.02
($77.74)
$ 68.2-12%Reduce -10.79%1,726,891
KMT Kennametal Inc 2014-06-30 Reduce-0.31%$42.95 - $48.52
($46.26)
$ 41.55-10%Reduce -54.78%295,876
ECA Encana Corp 2014-06-30 Reduce-0.26%$21.31 - $24.6
($23.14)
$ 21.55-7%Reduce -13.54%4,002,220
CALM Cal-Maine Foods Inc 2014-06-30 Reduce-0.24%$58.67 - $74.21
($65.52)
$ 88.0134%Reduce -48.11%208,915
KEY KeyCorp 2014-06-30 Reduce-0.22%$13.11 - $14.49
($13.81)
$ 13.43-3%Reduce -9.22%7,846,078
CTO Consolidated-Tomoka ... 2014-06-30 Reduce-0.22%$38.75 - $48.15
($42.71)
$ 49.2515%Reduce -51.57%258,368
NSIT Insight Enterprises ... 2014-06-30 Reduce-0.22%$25.4 - $30.72
($27.6)
$ 22.68-18%Reduce -36.26%811,329
TFX Teleflex Inc 2014-06-30 Reduce-0.21%$100.44 - $108.69
($104.88)
$ 106.171%Reduce -26.84%270,465
APA Apache Corporation 2014-06-30 Reduce-0.2%$82.09 - $101.6
($90.41)
$ 944%Reduce -8.45%1,353,333
AXLL Axiall Corp 2014-06-30 Reduce-0.19%$42.71 - $48.98
($46.24)
$ 36.68-21%Reduce -16.83%1,037,796
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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)
WY9,374,201310,192
BK5,028,544188,470
PKX2,321,005172,775
DVN2,071,231164,456
CVCO1,726,891147,304
BAM3,346,018147,291
FCE.A6,967,150138,437
CVA6,622,428136,488
APA1,353,333136,173
CMA2,556,661128,242
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.3% 18.3%
Real Estate 15.8% 15.8%
Basic Materials 14.4% 14.4%
Technology 14.3% 14.3%
Energy 8.5% 8.5%
Consumer Cyclical 8.4% 8.4%
Healthcare 2.6% 2.6%
Industrials 1.9% 1.9%
Communication Services 0.7% 0.7%
Consumer Defensive 0.5% 0.5%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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