Third Avenue Management

Third Avenue Management

Last Update: 11-14-2016
Related: Martin Whitman

Number of Stocks: 111
Number of New Stocks: 2

Total Value: $2,182 Mil
Q/Q Turnover: 1%

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
SYNT Syntel Inc 2015-12-31 Reduce-0.03%$44.16 - $48.57
($46.72)
$ 19.62-58%Reduce -14.91%160,322
PDCO Patterson Companies Inc 2015-12-31 Reduce-0.04%$43.56 - $48.75
($46.01)
$ 39.20-15%Reduce -24.67%109,335
CUB Cubic Corp 2015-12-31 Reduce-0.02%$40.71 - $49.16
($45.46)
$ 46.101%Reduce -10.31%141,456
CIR Circor International Inc 2015-12-31 Reduce-0.04%$39.63 - $46.8
($44.06)
$ 62.4942%Reduce -28.21%83,514
CMA Comerica Inc 2015-12-31 Reduce-0.13%$40.54 - $46.8
($43.76)
$ 65.3649%Reduce -4.46%2,475,873
ANIP ANI Pharmaceuticals Inc 2015-12-31 Reduce-0.01%$37.34 - $48.21
($43.12)
$ 60.6541%Reduce -16.18%50,053
LM Legg Mason Inc 2015-12-31 Reduce-0.07%$37.85 - $45.88
($42.81)
$ 31.37-27%Reduce -36.93%104,455
PLD Prologis Inc 2015-12-31 Sold Out -0.01%$39.87 - $43.68
($42.24)
$ 49.9518%Sold Out0
BK Bank of New York Mellon Corp 2015-12-31 Reduce-0.26%$39.17 - $44.19
($42.08)
$ 47.6513%Reduce -7.85%2,908,723
CBSH Commerce Bancshares Inc 2015-12-31 Reduce-0.02%$39.85 - $43.93
($41.83)
$ 55.7533%Reduce -9.89%197,960
ALCO Alico Inc 2015-12-31 Reduce-0.02%$37.76 - $45.62
($41.58)
$ 25.85-38%Reduce -9.83%129,521
DVN Devon Energy Corp 2015-12-31 Reduce-0.02%$28.67 - $47.76
($41.03)
$ 47.8517%Reduce -2.03%1,096,747
INT World Fuel Services Corp 2015-12-31 Reduce$37.05 - $45.63
($41.02)
$ 44.388%Reduce -0.02%185,651
SMP Standard Motor Products Inc 2015-12-31 Reduce-0.04%$34.99 - $44.74
($39.93)
$ 50.6727%Reduce -16.95%187,940
RLGY Realogy Holdings Corp 2015-12-31 Sold Out -1.73%$36.48 - $42.57
($39.54)
$ 23.93-39%Sold Out0
PKX POSCO 2015-12-31 Reduce-0.82%$33.93 - $41.9
($37.69)
$ 54.0944%Reduce -56.93%651,865
B Barnes Group Inc 2015-12-31 Reduce-0.04%$34.97 - $39.23
($37.4)
$ 46.8225%Reduce -14.85%213,965
L Loews Corp 2015-12-31 Reduce-0.5%$35.55 - $38.8
($37.29)
$ 44.8820%Reduce -42.07%701,723
CST CST Brands Inc 2015-12-31 Reduce-0.01%$32.97 - $39.84
($36.71)
$ 48.0531%Reduce -8.55%162,381
CSWI CSW Industrials Inc 2015-12-31 Sold Out -0.15%$32.14 - $38.9
($36.24)
$ 36.551%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
2.9% 2.3% 5.3%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY6,044,348193,056
BAM4,399,779154,784
FCE.A5,053,408116,885
RYN3,596,37095,448
BK2,034,40181,132
CMA1,544,79373,100
FR2,251,54363,539
VNO624,31463,187
MAC776,20162,771
ZION1,896,35858,825
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 25.2% 25.2%
Financial Services 23.7% 23.7%
Consumer Cyclical 14.9% 14.9%
Basic Materials 14.7% 14.7%
Technology 9.4% 9.4%
Healthcare 5.4% 5.4%
Energy 2.9% 2.9%
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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