Third Avenue Management

Third Avenue Management

Last Update: 05-15-2017
Related: Martin Whitman

Number of Stocks: 112
Number of New Stocks: 6

Total Value: $2,188 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
AGCO AGCO Corp 2017-03-31 Sold Out -0.98%$58.31 - $64.74
($61.55)
$ 63.934%Sold Out0
CVA Covanta Holding Corp 2017-03-31 Reduce-0.82%$15.05 - $16.35
($15.71)
$ 14.65-7%Reduce -69.25%517,546
APA Apache Corp 2017-03-31 Sold Out -0.74%$49.41 - $63.78
($56.21)
$ 48.08-14%Sold Out0
EOG EOG Resources Inc 2017-03-31 Buy 0.7%$93.38 - $105.48
($99.72)
$ 91.14-9%New holding156,897
AVT Avnet Inc 2017-03-31 Buy 0.59%$44.01 - $47.61
($46.25)
$ 36.75-21%New holding284,341
CBS CBS Corp 2017-03-31 Reduce-0.58%$62.26 - $69.36
($65.63)
$ 61.46-6%Reduce -30.87%449,645
WCIC WCI Communities Inc 2017-03-31 Sold Out -0.46%$23.3 - $23.45
($23.42)
$ 23.450%Sold Out0
PNC PNC Financial Services Group Inc 2017-03-31 Reduce-0.39%$113.93 - $130.85
($122.49)
$ 121.62-1%Reduce -11.57%559,122
MAC Macerich Co 2017-03-31 Add0.35%$62.84 - $72.69
($67.25)
$ 58.69-13%Add 44.33%385,801
RL Ralph Lauren Corp 2017-03-31 Add0.34%$75.98 - $91.15
($82.53)
$ 66.21-20%Add 33.52%360,653
CVCO Cavco Industries Inc 2017-03-31 Reduce-0.26%$94.15 - $120.45
($108.57)
$ 113.334%Reduce -11.94%416,466
KEX Kirby Corp 2017-03-31 Sold Out -0.25%$63.95 - $73
($68.26)
$ 67.03-2%Sold Out0
TPHS Trinity Place Holdings Inc 2017-03-31 Add0.2%$6.65 - $9.83
($8)
$ 6.93-13%Add 14.46%4,829,014
CMA Comerica Inc 2017-03-31 Reduce-0.19%$65.37 - $74.58
($69.79)
$ 69.46-0%Reduce -6.00%975,344
PLAB Photronics Inc 2017-03-31 Buy 0.17%$10.55 - $11.85
($11.12)
$ 10.25-8%New holding340,600
SYNA Synaptics Inc 2017-03-31 Add0.16%$47.51 - $59.86
($53.71)
$ 55.273%Add 443.72%85,907
VC Visteon Corp 2017-03-31 Reduce-0.16%$80.94 - $101.12
($92.18)
$ 100.099%Reduce -39.80%66,288
Y Alleghany Corp 2017-03-31 Reduce-0.13%$599.5 - $656.22
($623.74)
$ 586.25-6%Reduce -5.54%77,789
NX Quanex Building Products Corp 2017-03-31 Add0.13%$18.5 - $21.45
($19.89)
$ 19.30-3%Add 173.56%214,200
SYNT Syntel Inc 2017-03-31 Add0.13%$16.38 - $23.33
($19.39)
$ 18.15-6%Add 62.31%451,397
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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)
WY5,919,490201,144
BAM4,295,013156,596
LEN2,956,713151,354
FCE.A4,864,408105,947
RYN3,452,27097,837
BK1,768,13683,509
PNC559,12267,229
CMA975,34466,889
PNC.WS1,186,84962,915
VNO599,21460,107
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 24.3% 24.3%
Financial Services 22.9% 22.9%
Consumer Cyclical 19% 19%
Basic Materials 17.1% 17.1%
Technology 6.6% 6.6%
Healthcare 5.6% 5.6%
Energy 2.4% 2.4%
Consumer Defensive 0.5% 0.5%
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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