Third Avenue Management

Third Avenue Management

Last Update: 10-26-2017
Related: Martin Whitman

Number of Stocks: 111
Number of New Stocks: 2

Total Value: $2,219 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
KIM Kimco Realty Corp 2017-09-30 Buy 0.95%$17.85 - $21.02
($19.6)
$ 18.43-6%New holding1,080,300
MAC Macerich Co 2017-09-30 Add0.86%$52.72 - $61.23
($56.13)
$ 66.9319%Add 69.27%847,701
TDW Tidewater Inc 2017-09-30 Buy 0.83%$21.46 - $29.23
($26.01)
$ 24.83-5%New holding634,354
JCI Johnson Controls International PLC 2017-09-30 Add0.78%$36.89 - $44.19
($40.49)
$ 37.56-7%Add 56.65%1,189,748
VNO Vornado Realty Trust 2017-09-30 Add0.18%$73.37 - $80.56
($76.3)
$ 77.502%Add 8.03%690,014
RS Reliance Steel & Aluminum Co 2017-09-30 Add0.16%$69.11 - $76.26
($73.03)
$ 83.0414%Add 14.38%359,950
AMN AMN Healthcare Services Inc 2017-09-30 Add0.15%$35.55 - $45.45
($38.1)
$ 47.4024%Add 94.53%143,642
CRZO Carrizo Oil & Gas Inc 2017-09-30 Add0.1%$11.38 - $18.4
($14.63)
$ 19.2932%Add 83.44%297,453
WSBC Wesbanco Inc 2017-09-30 Add0.1%$35.87 - $41.11
($38.32)
$ 40.466%Add 96.30%111,300
PDCO Patterson Companies Inc 2017-09-30 Add0.09%$36.27 - $47.51
($40.06)
$ 35.36-12%Add 60.86%131,100
DB Deutsche Bank AG 2017-09-30 Add0.08%$15.66 - $19.07
($17.32)
$ 19.2711%Add 25.00%500,000
MYRG MYR Group Inc 2017-09-30 Add0.05%$23.12 - $31.97
($27.68)
$ 34.9126%Add 39.61%130,400
EOG EOG Resources Inc 2017-09-30 Add0.04%$83.15 - $97.32
($90.22)
$ 100.1711%Add 3.85%248,856
BAM Brookfield Asset Management Inc 2017-09-30 Add0.02%$38.24 - $40.71
($39.28)
$ 43.9612%Add 0.21%4,300,707
CCS Century Communities Inc 2017-09-30 Add0.02%$21.95 - $26.1
($24.26)
$ 29.4521%Add 25.80%71,671
FNSR Finisar Corp 2017-09-30 Add0.02%$20.88 - $28.37
($24.55)
$ 22.89-7%Add 10.42%201,400
FCE.A Forest City Realty Trust Inc 2017-09-30 Add0.01%$23.43 - $26.2
($24.45)
$ 24.32-1%Add 0.13%4,860,122
FIX Comfort Systems USA Inc 2017-09-30 Add0.01%$32.55 - $37.15
($34.56)
$ 42.8024%Add 5.02%169,475
HAYN Haynes International Inc 2017-09-30 Add0.01%$29.6 - $36.3
($32.26)
$ 31.95-1%Add 2.56%130,443
INT World Fuel Services Corp 2017-09-30 Add0.01%$32.34 - $39.81
($35.75)
$ 27.62-23%Add 5.47%175,419
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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)
WY5,635,761191,785
BAM4,300,707177,620
LEN2,926,676151,499
FCE.A4,860,122123,982
RYN3,362,47097,142
BK1,550,30482,198
PNC.WS1,186,84979,947
PNC485,61265,446
CMA847,57064,636
FR1,790,74353,884
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 29.3% 29.3%
Financial Services 21.5% 21.5%
Basic Materials 16% 16%
Consumer Cyclical 13.1% 13.1%
Technology 8.8% 8.8%
Healthcare 3.2% 3.2%
Energy 2.5% 2.5%
Industrials 1.1% 1.1%
Consumer Defensive 0.4% 0.4%
Utilities 0.2% 0.2%
Communication Services 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


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