Third Avenue Management

Third Avenue Management

Last Update: 02-13-2017
Related: Martin Whitman

Number of Stocks: 114
Number of New Stocks: 8

Total Value: $2,207 Mil
Q/Q Turnover: 9%

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
KALU Kaiser Aluminum Corp 2016-03-31 Reduce-0.11%$73.71 - $85.21
($78.57)
$ 79.201%Reduce -46.65%48,157
MAC Macerich Co 2016-03-31 Reduce-1.12%$73.88 - $82.5
($78.23)
$ 64.24-18%Reduce -23.73%1,377,301
LOW Lowe's Companies Inc 2016-03-31 Reduce-0.61%$63.4 - $76.04
($70.53)
$ 82.3017%Reduce -20.71%943,411
PPS Post Properties Inc 2016-03-31 Reduce-0.82%$53.58 - $60.26
($57.03)
$ 65.0214%Reduce -34.89%798,642
KEX Kirby Corp 2016-03-31 Reduce-0.16%$45.77 - $62.25
($54.4)
$ 69.3527%Reduce -51.60%89,134
ALG Alamo Group Inc 2016-03-31 Reduce-0.02%USD 49.33 - USD 58.64
(USD 53)
USD 77.2546%Reduce -9.99%124,402
CFR Cullen/Frost Bankers Inc 2016-03-31 Reduce-0.03%$42.55 - $60
($51.77)
$ 89.4173%Reduce -17.21%82,323
ENS EnerSys 2016-03-31 Reduce-0.02%$43.39 - $58.48
($51.62)
$ 79.1153%Reduce -22.97%35,906
CBS CBS Corp 2016-03-31 Reduce-0.88%$42.65 - $55.09
($48.51)
$ 69.3443%Reduce -38.47%922,021
AGCO AGCO Corp 2016-03-31 Reduce-1.04%$44.02 - $53.28
($48.03)
$ 60.3626%Reduce -49.77%710,300
UMBF UMB Financial Corp 2016-03-31 Reduce-0.01%$40.93 - $53.26
($47.9)
$ 75.8958%Reduce -6.00%150,273
DORM Dorman Products Inc 2016-03-31 Reduce-0.07%$40.87 - $54.79
($47.31)
$ 81.5172%Reduce -29.15%109,728
AXE Anixter International Inc 2016-03-31 Reduce-0.23%$38.29 - $60.39
($47.11)
$ 78.5067%Reduce -14.16%719,910
SYNT Syntel Inc 2016-03-31 Reduce-0.07%$43.03 - $50.21
($45.73)
$ 16.80-63%Reduce -29.98%112,250
EME EMCOR Group Inc 2016-03-31 Reduce-0.02%$42.47 - $48.95
($45.61)
$ 63.0638%Reduce -10.71%127,187
INT World Fuel Services Corp 2016-03-31 Reduce-0.08%$36.31 - $48.93
($42.75)
$ 35.97-16%Reduce -33.59%123,282
PB Prosperity Bancshares Inc 2016-03-31 Reduce-0.03%$33.73 - $47.86
($42.28)
$ 70.6367%Reduce -17.24%102,362
APA Apache Corp 2016-03-31 Reduce-0.48%$34.38 - $51.02
($41.43)
$ 52.0926%Reduce -24.88%1,006,432
BXLT Baxalta Inc 2016-03-31 Reduce$36.46 - $41.8
($39.55)
$ 45.9516%Reduce -0.21%521,322
PKX POSCO 2016-03-31 Sold Out -0.75%$32.31 - $47.61
($39.36)
$ 64.1863%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.
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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
10.5% 2.1% 5.6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY6,013,322180,941
BAM4,299,141141,915
LEN2,951,947126,727
FCE.A4,867,140101,431
RYN3,452,27091,830
BK1,759,46583,363
PNC632,29673,953
CMA1,037,60470,671
PNC.WS1,305,34964,615
VNO599,21462,540
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 23.6% 23.6%
Financial Services 23.5% 23.5%
Consumer Cyclical 17.7% 17.7%
Basic Materials 14% 14%
Technology 8.7% 8.7%
Healthcare 5% 5%
Energy 2.5% 2.5%
Consumer Defensive 0.3% 0.3%
Industrials 0.3% 0.3%
Utilities 0.2% 0.2%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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