Third Avenue Management

Third Avenue Management

Last Update: 07-25-2018
Related: Martin Whitman

Number of Stocks: 76
Number of New Stocks: 6

Total Value: $2,017 Mil
Q/Q Turnover: 9%

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
FPH Five Point Holdings LLC 2018-06-30 Add3.35%$10.62 - $14.93
($12.56)
$ 10.71-15%Add 225.09%8,676,526
CVCO Cavco Industries Inc 2018-06-30 Sold Out -2.4%$166.85 - $221.4
($187.6)
$ 235.9026%Sold Out0
HCC Warrior Met Coal Inc 2018-06-30 Add1.7%$22.44 - $30.5
($26.33)
$ 23.18-12%Add 97.71%2,515,767
LEN.B Lennar Corp 2018-06-30 Add1.39%$40.21 - $51.8
($43.55)
$ 41.30-5%Add 149.61%1,098,003
RYN Rayonier Inc 2018-06-30 Reduce-1.25%$34.82 - $39.55
($37.69)
$ 35.46-6%Reduce -22.80%2,367,798
MAC Macerich Co 2018-06-30 Add1.02%$54.11 - $59.01
($56.73)
$ 57.822%Add 29.87%1,580,774
TRC Tejon Ranch Co 2018-06-30 Reduce-0.94%USD 22.84 - USD 25.89
(USD 24.79)
USD 22.32-10%Reduce -30.29%1,847,154
KEY KeyCorp 2018-06-30 Sold Out -0.85%$18.87 - $20.67
($19.97)
$ 21.598%Sold Out0
BK Bank of New York Mellon Corp 2018-06-30 Reduce-0.8%$50.15 - $57.72
($55.18)
$ 51.69-6%Reduce -28.16%781,948
HA Hawaiian Holdings Inc 2018-06-30 Buy 0.71%$35.95 - $42.45
($38.57)
$ 42.7511%New holding398,880
KFY Korn/Ferry International 2018-06-30 Sold Out -0.33%$50.69 - $64.94
($56.21)
$ 66.1818%Sold Out0
TILE Interface Inc 2018-06-30 Sold Out -0.31%$21.85 - $25.85
($23.71)
$ 22.90-3%Sold Out0
ATNI ATN International Inc 2018-06-30 Buy 0.3%$50.08 - $67.38
($56.21)
$ 73.5331%New holding115,053
CZZ Cosan Ltd 2018-06-30 Sold Out -0.27%$7.63 - $10.78
($9.38)
$ 6.94-26%Sold Out0
DB Deutsche Bank AG 2018-06-30 Reduce-0.27%$10.38 - $14.78
($12.78)
$ 11.20-12%Reduce -54.00%322,000
DST DST Systems Inc 2018-06-30 Sold Out -0.27%$83.5 - $83.99
($83.67)
$ 83.990%Sold Out0
NSIT Insight Enterprises Inc 2018-06-30 Sold Out -0.26%$33.32 - $50.82
($42.95)
$ 54.0626%Sold Out0
WTM White Mountains Insurance Group Ltd 2018-06-30 Reduce-0.23%$806.17 - $925.57
($880.54)
$ 929.946%Reduce -15.94%28,745
BAM Brookfield Asset Management Inc 2018-06-30 Reduce-0.17%$38.23 - $42.03
($40.01)
$ 43.9810%Reduce -2.14%4,019,577
FCE.A Forest City Realty Trust Inc 2018-06-30 Add0.17%$19.57 - $23.07
($20.51)
$ 25.0522%Add 2.15%7,186,748
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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
8.1% 2.9% 5.9%
» More Profile & Performance

Third Avenue Management's Current Portfolio:

Ticker Shares Value ($1000)
WY5,042,034183,833
FCE.A7,186,748163,930
BAM4,019,577162,954
LEN2,627,183137,928
FPH8,676,52697,611
RYN2,367,79891,611
MAC1,580,77489,836
HCC2,515,76769,360
TDW2,259,15465,358
PNC.WS896,25061,770
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 31.1% 31.1%
Financial Services 25.2% 25.2%
Basic Materials 17.7% 17.7%
Consumer Cyclical 13.1% 13.1%
Technology 7.2% 7.2%
Industrials 3.2% 3.2%
Energy 1.2% 1.2%
Communication Services 0.3% 0.3%
Consumer Defensive 0.3% 0.3%
Healthcare 0.2% 0.2%
Utilities 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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