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 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
MAC Macerich Co 2017-03-31 Add0.35%$62.84 - $72.69
($67.25)
$ 58.79-13%Add 44.33%385,801
RL Ralph Lauren Corp 2017-03-31 Add0.34%$75.98 - $91.15
($82.53)
$ 73.41-11%Add 33.52%360,653
TPHS Trinity Place Holdings Inc 2017-03-31 Add0.2%$6.65 - $9.83
($8)
$ 6.91-14%Add 14.46%4,829,014
SYNA Synaptics Inc 2017-03-31 Add0.16%$47.51 - $59.86
($53.71)
$ 53.910%Add 443.72%85,907
NX Quanex Building Products Corp 2017-03-31 Add0.13%$18.5 - $21.45
($19.89)
$ 20.955%Add 173.56%214,200
SYNT Syntel Inc 2017-03-31 Add0.13%$16.38 - $23.33
($19.39)
$ 19.18-1%Add 62.31%451,397
BMCH BMC Stock Holdings Inc 2017-03-31 Add0.12%$17.55 - $22.7
($20.27)
$ 21.908%Add 80.00%253,800
JCI Johnson Controls International PLC 2017-03-31 Add0.09%$40.82 - $44.3
($42.28)
$ 44.034%Add 6.61%763,067
CRZO Carrizo Oil & Gas Inc 2017-03-31 Add0.08%$26.8 - $38.8
($32.81)
$ 16.90-48%Add 58.98%163,353
LEN.B Lennar Corp 2017-03-31 Add0.08%$34.58 - $42.09
($38.28)
$ 45.0518%Add 344.31%50,456
TNET Trinet Group Inc 2017-03-31 Add0.07%$24.27 - $29.94
($26.79)
$ 33.3725%Add 44.17%185,400
GIII G-III Apparel Group Ltd 2017-03-31 Add0.05%$19.69 - $29.99
($25.5)
$ 24.22-5%Add 36.54%194,701
ARCO Arcos Dorados Holdings Inc 2017-03-31 Add0.04%$5.6 - $8.15
($6.34)
$ 8.2029%Add 8.55%1,262,600
G Genpact Ltd 2017-03-31 Add0.04%$23.77 - $25.2
($24.38)
$ 28.5617%Add 14.75%254,366
BKD Brookdale Senior Living Inc 2017-03-31 Add0.03%$11.91 - $16.27
($14.11)
$ 14.533%Add 2.27%2,069,954
INT World Fuel Services Corp 2017-03-31 Add0.03%$35.14 - $47.25
($40.65)
$ 39.36-3%Add 10.13%166,319
KALU Kaiser Aluminum Corp 2017-03-31 Add0.03%$74.82 - $83.96
($79.39)
$ 96.8722%Add 16.48%61,478
TILE Interface Inc 2017-03-31 Add0.03%$17.25 - $19.6
($18.48)
$ 19.033%Add 19.75%241,920
BK Bank of New York Mellon Corp 2017-03-31 Add0.02%$43.87 - $48.71
($46.77)
$ 54.2316%Add 0.49%1,768,136
ICFI ICF International Inc 2017-03-31 Add0.02%USD 40.6 - USD 55.25
(USD 48.39)
USD 47.45-2%Add 6.94%144,822
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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:

» 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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