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
Impact Price Range
(Average)*down
Current Price Change from Average Comment Current Shares
KELYA Kelly Services, Inc. 2013-03-31 Reduce-0.04%$15.74 - $18.86
($17.24)
$ 16.67-3%Reduce -29.93%283,800
DAR Darling Internationa... 2013-03-31 Reduce-0.07%$16.04 - $18.73
($17.07)
$ 17.392%Reduce -21.28%735,306
TRNO Terreno Realty Corpo... 2013-03-31 Reduce-0.02%$15.44 - $18.03
($16.99)
$ 20.4220%Reduce -26.48%180,190
BPO Brookfield Office Pr... 2013-03-31 Sold Out -0.01%$16.45 - $17.49
($16.85)
$ 20.5222%Sold Out0
IIIN Insteel Industries, ... 2013-03-31 Reduce-0.05%$12.48 - $16.96
($15.12)
$ 21.0839%Reduce -21.22%674,222
STNG Scorpio Tankers, Inc... 2013-03-31 Sold Out -0.1%$7.05 - $8.92
($8.09)
$ 8.212%Sold Out0
PES Pioneer Energy Servi... 2013-03-31 Reduce-0.33%$7.16 - $9.88
($8.05)
$ 11.0637%Reduce -55.42%1,692,417
COP ConocoPhillips 2012-12-31 Sold Out -0.03%$54.59 - $59.3
($57.17)
$ 70.0723%Sold Out0
BRS Bristow Group, Inc. 2012-12-31 Reduce-0.77%$48.26 - $54.65
($50.95)
$ 70.4638%Reduce -51.09%656,006
CVCO Cavco Industries, In... 2012-12-31 Reduce-0.11%$44.03 - $51.5
($48.02)
$ 72.5751%Reduce -20.6%386,578
TDW Tidewater, Inc. 2012-12-31 Reduce-0.01%$42.98 - $48.92
($45.61)
$ 35.54-22%Reduce -90%14,000
HAE Haemonetics Corporat... 2012-12-31 Reduce-0.17%$38.92 - $41.38
($40.27)
$ 36-11%Reduce -53.77%78,000
WLK Westlake Chemical Co... 2012-12-31 Reduce-0.16%$35 - $40.05
($37.83)
$ 74.2896%Reduce -56%75,504
CSWC Capital Southwest Co... 2012-12-31 Reduce-0.16%$24.5 - $28.94
($26.9)
$ 35.4732%Reduce -49.07%63,738
LXK Lexmark Internationa... 2012-12-31 Reduce-0.27%$20.73 - $25.61
($22.82)
$ 40.678%Reduce -40.49%791,275
ECA Encana Corp 2012-12-31 Reduce-0.82%$19.59 - $23.98
($21.53)
$ 18.35-15%Reduce -38.88%2,580,155
HVT Haverty Furniture Co... 2012-12-31 Sold Out -0.27%$13.78 - $17.27
($15.58)
$ 21.5638%Sold Out0
STNG Scorpio Tankers, Inc... 2012-12-31 Reduce-0.07%$5.4 - $6.98
($6.11)
$ 8.2134%Reduce -44.92%644,025
SKY Skyline Corporation 2012-12-31 Sold Out -0.02%$3.74 - $5.64
($4.36)
$ 4.565%Sold Out0
VTG Vantage Drilling Co 2012-12-31 Reduce-0.01%$1.65 - $1.94
($1.79)
$ 0.99-45%Reduce -21.66%979,200
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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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