Third Avenue Management

Third Avenue Management

Last Update: 02-14-2018
Related: Martin Whitman

Number of Stocks: 92
Number of New Stocks: 3

Total Value: $2,082 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Third Avenue Management Bought 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
TDW Tidewater Inc 2017-12-31 Add1.22%$24.19 - $27.9
($26.2)
$ 32.5724%Add 164.16%1,675,730
FCE.A Forest City Realty Trust Inc 2017-12-31 Add0.96%$23.66 - $25.7
($24.77)
$ 20.20-18%Add 17.04%5,688,381
TRC Tejon Ranch Co 2017-12-31 Add0.44%$18.69 - $22.48
($20.58)
$ 24.1717%Add 20.00%2,653,982
LM Legg Mason Inc 2017-12-31 Add0.26%$37.54 - $42.15
($39.26)
$ 38.14-3%Add 215.87%187,411
LEN.B Lennar Corp 2017-12-31 Add0.23%$44.29 - $51.68
($48.58)
$ 45.15-7%Add 193.59%140,763
MYRG MYR Group Inc 2017-12-31 Add0.2%$29.57 - $36.67
($33.16)
$ 31.13-6%Add 89.28%246,824
DB Deutsche Bank AG 2017-12-31 Add0.09%$16.26 - $20.1
($18.02)
$ 14.46-20%Add 20.00%600,000
FPH Five Point Holdings LLC 2017-12-31 Add0.08%$12.25 - $14.35
($13.62)
$ 14.043%Add 4.82%2,585,539
JCI Johnson Controls International PLC 2017-12-31 Add0.07%USD 35.73 - USD 42.41
(USD 39.09)
USD 34.01-13%Add 3.24%1,228,339
AMGN Amgen Inc 2017-12-31 Add0.06%$168.79 - $188.59
($177)
$ 172.93-2%Add 3.15%216,733
FCN FTI Consulting Inc 2017-12-31 Add0.05%$36.18 - $44.61
($40.78)
$ 51.0025%Add 16.43%158,683
WTM White Mountains Insurance Group Ltd 2017-12-31 Add0.05%$844 - $895.9
($873.83)
$ 860.73-1%Add 3.83%33,848
PB Prosperity Bancshares Inc 2017-12-31 Add0.04%$62.79 - $72.19
($66.76)
$ 73.5710%Add 11.64%103,872
VC Visteon Corp 2017-12-31 Add0.04%$121.99 - $132.42
($126.63)
$ 115.84-9%Add 13.06%55,119
ALCO Alico Inc 2017-12-31 Add0.03%$29.5 - $34.65
($32.29)
$ 31.95-1%Add 17.31%140,451
MAC Macerich Co 2017-12-31 Add0.01%$54.19 - $66.77
($61.13)
$ 57.55-6%Add 0.25%849,829
VNO Vornado Realty Trust 2017-12-31 Add0.01%$72.38 - $79.89
($76.52)
$ 66.20-13%Add 0.28%691,927
BAM Brookfield Asset Management Inc 2017-12-31 Add$41.1 - $44.01
($42.35)
$ 38.80-8%Add 0.06%4,303,079
MAS Masco Corp 2017-12-31 Add$38.61 - $44.24
($40.59)
$ 39.75-2%Add 0.37%558,114
ZION Zions Bancorp 2017-12-31 Add$43.93 - $51.74
($47.86)
$ 53.2111%Add 0.16%559,625
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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)
WY5,324,065187,727
BAM4,303,079187,357
LEN2,625,452166,034
FCE.A5,688,381137,090
RYN3,048,42696,422
PNC.WS896,25069,657
BK1,088,42458,623
MAC849,82955,817
TRC2,653,98255,097
VNO691,92754,095
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 31.1% 31.1%
Financial Services 20.5% 20.5%
Basic Materials 17.8% 17.8%
Consumer Cyclical 14.5% 14.5%
Technology 8.1% 8.1%
Healthcare 2.1% 2.1%
Industrials 2% 2%
Energy 1.7% 1.7%
Consumer Defensive 0.3% 0.3%
Utilities 0.3% 0.3%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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