Third Avenue Management

Third Avenue Management

Last Update: 08-14-2015
Related: Martin Whitman

Number of Stocks: 130
Number of New Stocks: 8

Total Value: $3,974 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:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impact Price Range
(Average)*down
Current Price Change from Average Comment Current Shares
AMH American Homes 4 Rent 2014-09-30 Sold Out -0.24%$16.93 - $18.51
($17.87)
$ 15.75-12%Sold Out0
BCOR Blucora Inc 2014-09-30 Sold Out -0.25%$15.52 - $18.83
($16.49)
$ 13.39-19%Sold Out0
KEY KeyCorp 2014-09-30 Reduce-0.3%$12.99 - $14.51
($13.68)
$ 13.32-3%Reduce 13.50%6,787,103
BTZ BlackRock Credit All Inc Trust IV 2014-09-30 Reduce-0.21%$13.1 - $13.8
($13.51)
$ 12.16-10%Reduce 74.91%263,340
AVX AVX Corp 2014-09-30 Sold Out -0.21%$12.88 - $13.85
($13.46)
$ 12.90-4%Sold Out0
EXL Excel Trust Inc 2014-09-30 Reduce-0.17%$11.9 - $13.26
($12.82)
$ 15.8424%Reduce 69.36%287,615
PDS Precision Drilling Corp 2014-09-30 Reduce-0.4%$10.63 - $14.54
($12.44)
$ 4.46-64%Reduce 91.72%133,107
STLY Stanley Furniture Co Inc 2014-09-30 Sold Out $2.4 - $2.93
($2.68)
$ 2.784%Sold Out0
ALX Alexander's Inc 2014-06-30 Sold Out -0.04%$339.02 - $374.25
($358.27)
$ 364.162%Sold Out0
TFX Teleflex Inc 2014-06-30 Reduce-0.21%$100.44 - $108.69
($104.88)
$ 128.1022%Reduce 26.84%270,465
APA Apache Corporation 2014-06-30 Reduce-0.2%$82.09 - $101.6
($90.41)
$ 43.22-52%Reduce 8.45%1,353,333
CMP Compass Minerals International Inc 2014-06-30 Sold Out -0.74%$82.91 - $95.37
($90.09)
$ 79.68-12%Sold Out0
CVCO Cavco Industries Inc 2014-06-30 Reduce-0.31%$73.06 - $84.02
($77.74)
$ 72.38-7%Reduce 10.79%1,726,891
SUSS Susser Holdings Corp 2014-06-30 Sold Out -0.65%$57.03 - $80.6
($73.88)
$ 81.7211%Sold Out0
PKX POSCO 2014-06-30 Reduce-0.34%$69.6 - $76.56
($72.89)
$ 39.34-46%Reduce 9.83%2,321,005
DVN Devon Energy Corp 2014-06-30 Reduce-0.63%$67.55 - $79.5
($72.63)
$ 40.72-44%Reduce 19.18%2,071,231
SEMG Semgroup Corp 2014-06-30 Reduce-0.13%$63.6 - $78.42
($67.74)
$ 53.00-22%Reduce 17.51%483,807
MTX Minerals Technologies Inc 2014-06-30 Reduce-0.18%$59.49 - $66.5
($62.42)
$ 52.44-16%Reduce 21.71%509,175
SCL Stepan Co 2014-06-30 Reduce-0.17%$51.17 - $66.47
($56.2)
$ 42.68-24%Reduce 22.46%478,486
SXT Sensient Technologies Corp 2014-06-30 Sold Out -0.68%$52.78 - $56.72
($54.29)
$ 63.1616%Sold Out0
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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
7.4% 4.7% 6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY11,069,464348,689
FCE.A7,564,848167,184
CMA2,973,178152,583
BAM4,142,820144,709
BK3,350,437140,617
RYN5,186,182132,507
MAC1,716,226128,031
FR6,615,518123,908
BKD3,463,725120,192
VNO1,141,330108,346
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 26.5% 26.5%
Financial Services 22.6% 22.6%
Basic Materials 16.3% 16.3%
Consumer Cyclical 10.8% 10.8%
Technology 8.3% 8.3%
Energy 5% 5%
Healthcare 3.7% 3.7%
Industrials 0.5% 0.5%
Consumer Defensive 0.2% 0.2%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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