Third Avenue Management

Third Avenue Management

Last Update: 2014-11-14
Related: Martin Whitman

Number of Stocks: 146
Number of New Stocks: 16

Total Value: $4,766 Mil
Q/Q Turnover: 12%

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
JAKK Jakks Pacific, Inc. 2013-09-30 Reduce-0.21%$4.65 - $11.61
($6.45)
$ 6.62%Reduce -78.17%267,038
CCRN Cross Country Health... 2013-09-30 Reduce-0.04%$5.25 - $6.07
($5.73)
$ 11.1595%Reduce -24.13%1,135,308
Y Alleghany Corp DEL 2013-06-30 Reduce-0.14%$368.74 - $400
($387.58)
$ 48224%Reduce -6.62%258,504
UNF UniFirst Corporation 2013-06-30 Reduce-0.32%$88.85 - $99.58
($93.16)
$ 117.2626%Reduce -29.31%428,325
CMP Compass Minerals Int... 2013-06-30 Reduce-0.24%$76.86 - $89.72
($84.37)
$ 86.783%Reduce -24.55%494,000
TFX Teleflex Inc. 2013-06-30 Reduce-0.44%$75.11 - $87.01
($80.21)
$ 117.5547%Reduce -36.69%486,168
JJSF J&J Snack Foods Corp... 2013-06-30 Reduce-0.12%$73.08 - $80.2
($75.84)
$ 107.1841%Reduce -23.4%264,710
HY Hyster-Yale Material... 2013-06-30 Reduce-0.05%$50.2 - $71.29
($58.76)
$ 73.6825%Reduce -20.5%186,123
MSG Madison Square Garde... 2013-06-30 Reduce-0.31%$55.31 - $62.53
($58.67)
$ 75.0728%Reduce -33.19%560,733
HAR Harman International... 2013-06-30 Reduce-0.24%$41.38 - $54.2
($48.44)
$ 106.08119%Reduce -27.19%759,611
WTW Weight Watchers Inte... 2013-06-30 Reduce-0.12%$40.78 - $48.07
($43.61)
$ 28.92-34%Reduce -28.13%360,000
JOSB Jos A Bank Clothiers... 2013-06-30 Reduce-0.25%$39.01 - $47.73
($42.68)
$ 64.9852%Reduce -55.89%256,062
HAE Haemonetics Corporat... 2013-06-30 Reduce-0.01%$37.75 - $42.71
($40.49)
$ 37.78-7%Reduce -27.59%42,000
BAM Brookfield Asset Man... 2013-06-30 Reduce-0.22%$34.31 - $39.12
($36.58)
$ 49.2235%Reduce -5.29%5,584,130
GM General Motors Co 2013-06-30 Reduce-0.03%$27.52 - $35.03
($31.68)
$ 32.814%Reduce -29.16%121,467
LXK Lexmark Internationa... 2013-06-30 Sold Out -0.02%$25.45 - $32.19
($29.37)
$ 41.4741%Sold Out0
BK Bank of New York Mel... 2013-06-30 Reduce-0.35%$26.7 - $30.55
($28.72)
$ 40.8542%Reduce -6.79%8,920,851
EFII Electronics for Imag... 2013-06-30 Reduce-0.24%$24.09 - $29.27
($26.79)
$ 44.2465%Reduce -24.63%1,527,150
MANT Mantech Internationa... 2013-06-30 Reduce-0.25%$24.25 - $28.11
($26.54)
$ 29.6512%Reduce -24.81%1,441,577
BR Broadridge Financial... 2013-06-30 Reduce-0.46%$23.42 - $27.97
($25.72)
$ 45.5177%Reduce -53.86%822,683
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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)
WY9,722,375309,755
BK4,491,797173,967
PKX1,927,486146,296
BAM3,034,328136,424
CVA6,522,428138,406
CMA2,464,210122,865
FCE.A6,283,518122,906
DVN1,783,534121,602
APA1,293,994121,467
CVCO1,717,443116,786
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 21.8% 21.8%
Real Estate 19.5% 19.5%
Basic Materials 13.6% 13.6%
Technology 12.9% 12.9%
Consumer Cyclical 9.9% 9.9%
Energy 6% 6%
Healthcare 3.1% 3.1%
Industrials 1.4% 1.4%
Consumer Defensive 0.9% 0.9%
Communication Services 0.5% 0.5%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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