Third Avenue Management

Third Avenue Management

Last Update: 10-26-2017
Related: Martin Whitman

Number of Stocks: 111
Number of New Stocks: 2

Total Value: $2,219 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Third Avenue Management Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
BKD Brookdale Senior Living Inc 2017-09-30 Sold Out -1.35%$10.82 - $14.73
($12.72)
$ 9.61-24%Sold Out0
RL Ralph Lauren Corp 2017-09-30 Reduce-1.15%$70.53 - $92.15
($82.16)
$ 96.1117%Reduce -97.34%9,556
KIM Kimco Realty Corp 2017-09-30 Buy 0.95%$17.85 - $21.02
($19.6)
$ 18.47-6%New holding1,080,300
AVT Avnet Inc 2017-09-30 Reduce-0.87%$35.93 - $39.93
($38.29)
$ 39.062%Reduce -97.41%13,379
MAC Macerich Co 2017-09-30 Add0.86%$52.72 - $61.23
($56.13)
$ 65.4817%Add 69.27%847,701
TDW Tidewater Inc 2017-09-30 Buy 0.83%$21.46 - $29.23
($26.01)
$ 25.55-2%New holding634,354
LIVN LivaNova PLC 2017-09-30 Reduce-0.82%$60.32 - $69.84
($63.23)
$ 80.3327%Reduce -57.86%219,422
JCI Johnson Controls International PLC 2017-09-30 Add0.78%$36.89 - $44.19
($40.49)
$ 37.26-8%Add 56.65%1,189,748
SHPG Shire PLC 2017-09-30 Reduce-0.5%$140.85 - $169.8
($156.9)
$ 151.27-4%Reduce -97.85%1,491
BK Bank of New York Mellon Corp 2017-09-30 Reduce-0.48%$50.28 - $54.04
($52.46)
$ 54.203%Reduce -12.04%1,550,304
PNC PNC Financial Services Group Inc 2017-09-30 Reduce-0.41%$120.71 - $134.77
($128.27)
$ 144.9513%Reduce -13.10%485,612
CMA Comerica Inc 2017-09-30 Reduce-0.4%$64.46 - $76.26
($71.65)
$ 85.2919%Reduce -12.76%847,570
MAS Masco Corp 2017-09-30 Reduce-0.38%$36.3 - $39.02
($37.68)
$ 42.3112%Reduce -28.63%556,045
CVCO Cavco Industries Inc 2017-09-30 Reduce-0.37%$123.7 - $148.45
($132.88)
$ 145.209%Reduce -19.27%271,200
WOOF VCA Inc 2017-09-30 Sold Out -0.23%$92.4 - $92.99
($92.62)
$ 92.980%Sold Out0
GIII G-III Apparel Group Ltd 2017-09-30 Sold Out -0.22%$22.32 - $30.38
($26.3)
$ 33.8329%Sold Out0
Y Alleghany Corp 2017-09-30 Reduce-0.22%$523.19 - $626.98
($584.13)
$ 577.24-1%Reduce -10.90%69,217
DSW DSW Inc 2017-09-30 Sold Out -0.2%$15.69 - $21.5
($18.34)
$ 20.8013%Sold Out0
VNO Vornado Realty Trust 2017-09-30 Add0.18%$73.37 - $80.56
($76.3)
$ 77.842%Add 8.03%690,014
CBS CBS Corp 2017-09-30 Reduce-0.17%$56.92 - $67.56
($63.28)
$ 58.90-7%Reduce -14.75%353,287
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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.
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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
10.5% 2.1% 5.6%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY5,635,761191,785
BAM4,300,707177,620
LEN2,926,676151,499
FCE.A4,860,122123,982
RYN3,362,47097,142
BK1,550,30482,198
PNC.WS1,186,84979,947
PNC485,61265,446
CMA847,57064,636
FR1,790,74353,884
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 29.3% 29.3%
Financial Services 21.5% 21.5%
Basic Materials 16% 16%
Consumer Cyclical 13.1% 13.1%
Technology 8.8% 8.8%
Healthcare 3.2% 3.2%
Energy 2.5% 2.5%
Industrials 1.1% 1.1%
Consumer Defensive 0.4% 0.4%
Utilities 0.2% 0.2%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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