Third Avenue Management

Third Avenue Management

Last Update: 12-09-2015
Related: Martin Whitman

Number of Stocks: 130
Number of New Stocks: 13

Total Value: $3,674 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
ECA Encana Corp 2014-12-31 Reduce-0.46%$11.62 - $21.51
($16.98)
$ 3.45-80%Reduce -97.58%25,600
FUR Winthrop Realty Trust Inc 2014-12-31 Sold Out -0.02%$14.93 - $18.21
($16.46)
$ 12.62-23%Sold Out0
FOR Forestar Group Inc 2014-12-31 Reduce-0.12%$14.42 - $17.68
($16.34)
$ 8.40-49%Reduce -67.97%151,436
KELYA Kelly Services Inc 2014-12-31 Sold Out -0.07%$15.08 - $17.53
($16.14)
$ 16.11-0%Sold Out0
EXL Excel Trust Inc 2014-12-31 Reduce-0.06%$11.93 - $13.5
($12.81)
$ 15.8424%Reduce -86.48%38,890
MDRX Allscripts Healthcare Solutions Inc 2014-12-31 Reduce-0.37%$11.23 - $13.855
($12.71)
$ 12.38-3%Reduce -68.10%615,859
VLY Valley National Bancorp 2014-12-31 Reduce-0.08%$9.21 - $10.04
($9.68)
$ 8.53-12%Reduce -45.40%473,304
PDS Precision Drilling Corp 2014-12-31 Sold Out -0.03%$5.35 - $10.15
($7.56)
$ 2.68-65%Sold Out0
ISLE Isle of Capri Casinos Inc 2014-12-31 Reduce-0.15%$6.42 - $8.44
($7.33)
$ 11.2253%Reduce -96.43%35,743
AKS AK Steel Holding Corp 2014-12-31 Sold Out -0.12%$5.2 - $7.65
($6.26)
$ 2.16-65%Sold Out0
ANVGQ Allied Nevada Gold Corp 2014-12-31 Sold Out -0.14%$0.737 - $3.18
($1.65)
$ 0.04-98%Sold Out0
WTM White Mountains Insurance Group Ltd 2014-09-30 Reduce-0.11%$604.91 - $639.49
($624.29)
$ 728.7917%Reduce -5.03%182,014
Y Alleghany Corp 2014-09-30 Reduce-0.29%$413.85 - $440.45
($426.89)
$ 451.356%Reduce -16.36%180,888
TFX Teleflex Inc 2014-09-30 Reduce-0.19%$104.1 - $110.21
($107.35)
$ 131.6523%Reduce -35.26%175,094
APA Apache Corporation 2014-09-30 Reduce-0.11%$93.31 - $103.48
($99.02)
$ 34.38-65%Reduce -4.38%1,293,994
SEMG Semgroup Corp 2014-09-30 Reduce-0.38%$77.06 - $88.65
($82.53)
$ 14.82-82%Reduce -51.12%236,483
PKX POSCO 2014-09-30 Reduce-0.56%$71.97 - $86.37
($80.04)
$ 36.10-55%Reduce -16.95%1,927,486
KALU Kaiser Aluminum Corp 2014-09-30 Reduce-0.14%$71.99 - $81.05
($77.45)
$ 73.71-5%Reduce -23.13%335,574
DVN Devon Energy Corp 2014-09-30 Reduce-0.44%$68.7 - $79.4
($74.31)
$ 21.25-71%Reduce -13.89%1,783,534
BRS Bristow Group Inc 2014-09-30 Reduce-0.17%$67.14 - $80.26
($72.26)
$ 11.90-84%Reduce -39.95%166,138
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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:

» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 30.6% 30.6%
Financial Services 21.4% 21.4%
Basic Materials 15.2% 15.2%
Consumer Cyclical 11.2% 11.2%
Technology 8.9% 8.9%
Healthcare 4.3% 4.3%
Energy 2.8% 2.8%
Industrials 0.2% 0.2%
Consumer Defensive 0.2% 0.2%
Utilities 0.1% 0.1%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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User Comments

Amyboby
ReplyAmyboby - 2 months ago
Il ya de magnifiques photos mises à jour quotidiennement, s'il vous plaît prêter attention à mon site: Rolex

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