Third Avenue Management

Third Avenue Management

Last Update: 05-14-2015
Related: Martin Whitman

Number of Stocks: 133
Number of New Stocks: 10

Total Value: $3,989 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:

(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
AMH American Homes 4 Rent 2014-06-30 Reduce-0.06%$15.87 - $18.04
($17.04)
$ 16.64-2%Reduce 22.08%686,217
RFP Resolute Forest Products Inc 2014-06-30 Sold Out -0.08%$14.91 - $20.07
($16.54)
$ 11.76-29%Sold Out0
KEY KeyCorp 2014-06-30 Reduce-0.22%$13.11 - $14.49
($13.81)
$ 14.898%Reduce 9.22%7,846,078
AVX AVX Corp 2014-06-30 Reduce-0.12%$12.85 - $14.04
($13.26)
$ 14.157%Reduce 37.19%819,541
CQB Chiquita Brands International Inc 2014-06-30 Sold Out -0.06%$10.1 - $12.64
($11.14)
$ 14.4930%Sold Out0
VLY Valley National Bancorp 2014-06-30 Reduce-0.1%$9.48 - $10.8
($10.05)
$ 9.76-3%Reduce 37.38%866,857
EAD Wells Fargo Advantage Income Opp Fd 2014-06-30 Sold Out -0.04%$9.4 - $9.63
($9.52)
$ 8.78-8%Sold Out0
COWN Cowen Group, Inc. 2014-06-30 Sold Out -0.06%$3.82 - $4.56
($4.12)
$ 5.8542%Sold Out0
KGC Kinross Gold Corp 2014-06-30 Sold Out -0.02%$3.73 - $4.42
($4.07)
$ 2.30-43%Sold Out0
STLY Stanley Furniture Co Inc 2014-06-30 Reduce$2.57 - $3
($2.74)
$ 3.1214%Reduce 74.38%24,274
DNN Denison Mines Corp 2014-06-30 Sold Out -0.04%$1.15 - $1.6
($1.31)
$ 0.84-36%Sold Out0
WTM White Mountains Insurance Group Ltd 2014-03-31 Reduce-0.91%$559.26 - $603.08
($583.9)
$ 653.0112%Reduce 30.29%191,574
JJSF J&J Snack Foods Corp 2014-03-31 Sold Out -0.22%$85.22 - $96.4
($90.28)
$ 108.5120%Sold Out0
CMP Compass Minerals International Inc 2014-03-31 Reduce-0.12%$77.09 - $87.18
($82.53)
$ 86.915%Reduce 15.23%464,147
SEMG Semgroup Corp 2014-03-31 Reduce-0.38%$60.34 - $67.85
($63.57)
$ 79.4625%Reduce 34.79%586,529
DVN Devon Energy Corp 2014-03-31 Reduce-0.62%$57.85 - $65.79
($61.98)
$ 65.385%Reduce 17.74%2,562,708
CASS Cass Information Systems Inc 2014-03-31 Reduce-0.09%$47.25 - $67.94
($56.51)
$ 49.81-12%Reduce 42.12%97,070
ACGL Arch Capital Group Ltd 2014-03-31 Reduce-0.33%$52.58 - $59.69
($55.7)
$ 64.1715%Reduce 38.56%476,524
OSK Oshkosh Corp 2014-03-31 Reduce-0.13%$48.99 - $58.86
($54.64)
$ 51.53-6%Reduce 32.58%299,822
WIRE Encore Wire Corp 2014-03-31 Reduce-0.1%$46.46 - $57.41
($51.82)
$ 44.23-15%Reduce 22.66%360,115
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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
7.4% 4.7% 6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY10,165,027336,971
FCE.A6,664,059170,067
BAM4,286,853153,212
BK3,672,724147,791
CMA3,146,650142,008
BKD3,288,989124,192
FR5,473,118117,289
CVCO1,540,664115,642
DVN1,757,479105,994
PKX1,901,606103,942
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 26.2% 26.2%
Financial Services 23% 23%
Basic Materials 14.1% 14.1%
Consumer Cyclical 11.5% 11.5%
Technology 8.6% 8.6%
Energy 5.5% 5.5%
Healthcare 3.7% 3.7%
Industrials 0.6% 0.6%
Consumer Defensive 0.2% 0.2%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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