Third Avenue Management

Third Avenue Management

Last Update: 2014-07-10
Related: Martin Whitman

Number of Stocks: 157
Number of New Stocks: 11

Total Value: $5,163 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:



View:
TickerCompanyDate Action
Impact Price Range
(Average)*down
Current Price Change from Average Comment Current Shares
WFR Memc Electronic Mate... 2012-06-30 Sold Out -0.21%$1.58 - $3.79
($2.6)
$ 13.39415%Sold Out0
NWLI Natl Wst Life A 2012-03-31 Sold Out -0.06%$132.5 - $153.5
($132.3)
$ 247.8387%Sold Out0
SPY Spdr-sp 500 Tr 2012-03-31 Sold Out -0.16%$127.495 - $141.61
($126.79)
$ 197.7256%Sold Out0
TRH Transatlan Hldg 2012-03-31 Sold Out -0.47%$54.82 - $61.15
($55.6)
$ 60.910%Sold Out0
TDW Tidewater Inc 2012-03-31 Reduce-0.39%$49.03 - $62.72
($52.56)
$ 49.38-6%Reduce -93.75%21,210
SAFM Sanderson Farms 2012-03-31 Sold Out -0.01%$47.41 - $55.01
($47.58)
$ 101.6114%Sold Out0
KALU Kaiser Aluminum 2012-03-31 Reduce-0.22%$46.82 - $52.46
($46.21)
$ 75.9664%Reduce -21.69%681,614
PLD. Prologis Inc 2012-03-31 Reduce-0.01%$28.5 - $35.71
($31)
$ 34.2710%Reduce -52.89%6,680
PKE Park Electroche 2012-03-31 Reduce-0.12%$25.63 - $31.7
($27.6)
$ 28.433%Reduce -25.12%534,531
BIP Brookfield Infr 2012-03-31 Sold Out -0.29%$27.98 - $31.63
($27.37)
$ 41.5852%Sold Out0
WLK Westlake Chem 2012-03-31 Reduce-0.34%$20.43 - $33.09
($27.33)
$ 91.25234%Reduce -51.3%317,145
LOW Lowes Cos 2012-03-31 Reduce-0.55%$25.52 - $31.38
($26.34)
$ 47.781%Reduce -27.73%2,225,360
GM General Motors 2012-03-31 Reduce-0.07%$21.05 - $27.34
($23.63)
$ 35.0748%Reduce -39.32%231,467
TRC Tejon Ranch 2012-03-31 Reduce-1%$21.72 - $27.24
($23.24)
$ 28.3222%Reduce -34.43%3,118,596
LEN Lennar Corp -a 2012-03-31 Sold Out -1.2%$19.89 - $27.82
($22.1)
$ 38.4374%Sold Out0
MDC Mdc Hldgs 2012-03-31 Reduce-0.01%$17.77 - $26.92
($22.02)
$ 28.5930%Reduce -51.95%12,210
JOE St Joe Co 2012-03-31 Sold Out -0.01%$14.5 - $20.03
($16)
$ 23.9149%Sold Out0
GGP Genl Grwth Ppty 2012-03-31 Reduce-0.32%$14.75 - $17.04
($15.2)
$ 23.8557%Reduce -48.39%919,088
FFCO Fedfirst Fin Cp 2012-03-31 Sold Out -0.08%$13.5 - $14
($12.76)
$ 21.7570%Sold Out0
PVX Provident Enrgy 2012-03-31 Sold Out -0.17%$9.31 - $12.13
($11.47)
$ 125%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
14.6% 6.7% 6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY6,538,015191,891
BK5,296,072186,898
PKX2,574,148178,671
DVN2,562,708171,522
BAM4,160,589169,960
CVCO1,935,758151,860
FCE.A7,008,991133,872
APA1,478,213122,618
KEY8,643,141123,079
CMA2,410,354124,856
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.8% 18.8%
Real Estate 15.8% 15.8%
Basic Materials 15.4% 15.4%
Technology 13.7% 13.7%
Energy 8.5% 8.5%
Consumer Cyclical 7.4% 7.4%
Healthcare 2.4% 2.4%
Industrials 1.8% 1.8%
Consumer Defensive 1.2% 1.2%
Communication Services 0.6% 0.6%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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