Third Avenue Management

Third Avenue Management

Last Update: 08-14-2017
Related: Martin Whitman

Number of Stocks: 116
Number of New Stocks: 9

Total Value: $2,248 Mil
Q/Q Turnover: 6%

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 2017-06-30 Buy 1.62%$14.25 - $16.45
($15.24)
$ 13.27-13%New holding2,466,661
WTM White Mountains Insurance Group Ltd 2017-06-30 Reduce-1.26%$849.92 - $882.21
($867.73)
$ 870.640%Reduce -48.69%33,035
RS Reliance Steel & Aluminum Co 2017-06-30 Buy 1.02%$69.84 - $80.53
($74.94)
$ 75.200%New holding314,698
CVCO Cavco Industries Inc 2017-06-30 Reduce-0.43%$110.25 - $132.35
($119.19)
$ 151.7027%Reduce -19.34%335,919
WY Weyerhaeuser Co 2017-06-30 Reduce-0.42%$32.59 - $34.96
($33.67)
$ 34.894%Reduce -4.52%5,651,983
AVT Avnet Inc 2017-06-30 Add0.4%$35.96 - $45.76
($39.73)
$ 40.682%Add 81.75%516,792
EOG EOG Resources Inc 2017-06-30 Add0.33%$87.04 - $98.57
($92.21)
$ 97.095%Add 52.73%239,621
DB Deutsche Bank AG 2017-06-30 Buy 0.32%USD 15.86 - USD 19.35
(USD 17.68)
USD 16.74-5%New holding400,000
LOW Lowe's Companies Inc 2017-06-30 Reduce-0.31%$76.07 - $86.06
($81.81)
$ 80.91-1%Reduce -14.86%475,011
MAC Macerich Co 2017-06-30 Add0.3%$56.8 - $66.45
($60.73)
$ 57.80-5%Add 29.81%500,801
DVN Devon Energy Corp 2017-06-30 Reduce-0.28%$30.01 - $43.06
($36.69)
$ 35.55-3%Reduce -19.32%619,883
FNSR Finisar Corp 2017-06-30 Buy 0.21%$21.75 - $28.2
($24.93)
$ 21.69-13%New holding182,400
HAYN Haynes International Inc 2017-06-30 Buy 0.21%$34.9 - $42.97
($37.64)
$ 36.69-3%New holding127,187
TFX Teleflex Inc 2017-06-30 Sold Out -0.2%$192.5 - $210.37
($200.25)
$ 240.8920%Sold Out0
LEN Lennar Corp 2017-06-30 Reduce-0.2%$49.73 - $53.93
($51.66)
$ 56.089%Reduce -2.93%2,870,041
FLWS 1-800-Flowers.com Inc 2017-06-30 Sold Out -0.19%$9.5 - $10.95
($10.19)
$ 9.58-6%Sold Out0
MTN Vail Resorts Inc 2017-06-30 Sold Out -0.19%$186.61 - $215.36
($201.37)
$ 218.268%Sold Out0
HZN Horizon Global Corp 2017-06-30 Buy 0.17%$12.27 - $15.4
($14.14)
$ 16.9520%New holding268,100
PDCE PDC Energy Inc 2017-06-30 Buy 0.14%$40.39 - $64.78
($52.94)
$ 48.93-8%New holding72,700
AMN AMN Healthcare Services Inc 2017-06-30 Buy 0.13%$35.4 - $41.95
($38.37)
$ 42.0510%New holding73,842
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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)
WY5,651,983189,342
BAM4,291,808168,282
LEN2,870,041153,031
FCE.A4,853,922117,320
RYN3,358,77096,632
BK1,762,41789,919
CMA971,55371,157
PNC558,81269,779
PNC.WS1,186,84968,399
FR1,787,24351,151
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 26.4% 26.4%
Financial Services 22.1% 22.1%
Basic Materials 17.3% 17.3%
Consumer Cyclical 14.9% 14.9%
Technology 6.4% 6.4%
Healthcare 5.7% 5.7%
Energy 2.1% 2.1%
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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