Third Avenue Management

Third Avenue Management

Last Update: 08-11-2016
Related: Martin Whitman

Number of Stocks: 114
Number of New Stocks: 8

Total Value: $2,250 Mil
Q/Q Turnover: 5%

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
EQC Equity Commonwealth 2016-06-30 Sold Out -1.98%$26.99 - $29.49
($28.42)
$ 30.688%Sold Out0
SKT Tanger Factory Outlet Centers Inc 2016-06-30 Reduce-1.89%$34.26 - $40.18
($36.4)
$ 39.709%Reduce -93.90%87,762
PPS Post Properties Inc 2016-06-30 Sold Out -1.84%$56.18 - $61.71
($59.11)
$ 67.8015%Sold Out0
FR First Industrial Realty Trust Inc 2016-06-30 Reduce-1.17%$22.36 - $27.82
($24.47)
$ 28.5717%Reduce -30.20%3,089,843
SYMC Symantec Corp 2016-06-30 Sold Out -1.07%$16.6 - $21.24
($18.01)
$ 25.1640%Sold Out0
MAC Macerich Co 2016-06-30 Reduce-0.98%$72.8 - $85.39
($78.27)
$ 82.045%Reduce -23.42%1,054,701
HHC The Howard Hughes Corp 2016-06-30 Sold Out -0.96%$98.43 - $115.61
($107.74)
$ 113.445%Sold Out0
APA Apache Corp 2016-06-30 Reduce-0.91%$46.82 - $58.29
($54.29)
$ 59.5910%Reduce -47.93%524,055
LOW Lowe's Companies Inc 2016-06-30 Reduce-0.91%$75.01 - $80.76
($77.33)
$ 71.50-8%Reduce -33.01%632,011
CVCO Cavco Industries Inc 2016-06-30 Reduce-0.9%$86.31 - $101.01
($92.24)
$ 96.775%Reduce -34.53%477,727
WY Weyerhaeuser Co 2016-06-30 Reduce-0.88%$26.77 - $32.32
($30.76)
$ 31.733%Reduce -10.03%6,610,196
BXLT Baxalta Inc 2016-06-30 Sold Out -0.81%$38.5 - $46.2
($42.2)
$ 45.959%Sold Out0
BK Bank of New York Mellon Corp 2016-06-30 Reduce-0.56%$35.49 - $42.39
($39.73)
$ 39.50-1%Reduce -16.20%2,053,648
MAS Masco Corp 2016-06-30 Reduce-0.52%$29.28 - $32.72
($31.54)
$ 34.8210%Reduce -30.51%990,521
CVA Covanta Holding Corp 2016-06-30 Reduce-0.39%$15.75 - $17.04
($16.52)
$ 15.23-8%Reduce -21.48%2,211,720
PNC PNC Financial Services Group Inc 2016-06-30 Reduce-0.23%$77.88 - $90.24
($85.94)
$ 88.553%Reduce -9.74%643,084
BAM Brookfield Asset Management Inc 2016-06-30 Reduce-0.2%$32.1 - $35.27
($33.49)
$ 35.075%Reduce -3.10%4,590,109
RYN Rayonier Inc 2016-06-30 Reduce-0.2%$24.18 - $26.27
($25.29)
$ 26.796%Reduce -5.16%3,884,570
FCE.A Forest City Realty Trust Inc 2016-06-30 Reduce-0.19%$20.7 - $22.94
($21.79)
$ 23.347%Reduce -4.19%5,424,508
CBS CBS Corp 2016-06-30 Reduce-0.18%$50.89 - $57.68
($54.34)
$ 52.05-4%Reduce -9.37%835,662
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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)
WY6,610,196196,786
BAM4,590,109151,795
FCE.A5,424,508121,021
RYN3,884,570101,931
MAC1,054,70190,061
FR3,089,84385,959
CMA1,953,05180,329
BK2,053,64879,784
VNO732,81473,369
WTM68,39057,584
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 27% 27%
Financial Services 22.3% 22.3%
Consumer Cyclical 15.3% 15.3%
Basic Materials 14.9% 14.9%
Technology 9.2% 9.2%
Healthcare 4.7% 4.7%
Energy 3.2% 3.2%
Consumer Defensive 0.4% 0.4%
Utilities 0.3% 0.3%
Industrials 0.3% 0.3%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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