Third Avenue Management

Third Avenue Management

Last Update: 07-25-2018
Related: Martin Whitman

Number of Stocks: 76
Number of New Stocks: 6

Total Value: $2,017 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2018-06-30.

Plans start from as little as $449/year. 7-Day FREE TRIAL

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
FPH Five Point Holdings LLC 2018-06-30 Add3.35%$10.62 - $14.93
($12.56)
$ 10.71-15%Add 225.09%8,676,526
HCC Warrior Met Coal Inc 2018-06-30 Add1.7%$22.44 - $30.5
($26.33)
$ 23.18-12%Add 97.71%2,515,767
LEN.B Lennar Corp 2018-06-30 Add1.39%$40.21 - $51.8
($43.55)
$ 41.30-5%Add 149.61%1,098,003
MAC Macerich Co 2018-06-30 Add1.02%$54.11 - $59.01
($56.73)
$ 57.822%Add 29.87%1,580,774
HA Hawaiian Holdings Inc 2018-06-30 Buy 0.71%$35.95 - $42.45
($38.57)
$ 42.7511%New holding398,880
ATNI ATN International Inc 2018-06-30 Buy 0.3%$50.08 - $67.38
($56.21)
$ 73.5331%New holding115,053
FCE.A Forest City Realty Trust Inc 2018-06-30 Add0.17%$19.57 - $23.07
($20.51)
$ 25.0522%Add 2.15%7,186,748
SRG Seritage Growth Properties 2018-06-30 Add0.16%$34.5 - $44.53
($39.01)
$ 49.8928%Add 36.97%291,300
SAFM Sanderson Farms Inc 2018-06-30 Buy 0.08%$97.63 - $117.63
($108.72)
$ 108.950%New holding15,407
SMHI Seacor Marine Holdings Inc 2018-06-30 Add0.08%$19.25 - $24.32
($22.69)
$ 20.76-9%Add 22.52%357,650
PB Prosperity Bancshares Inc 2018-06-30 Add0.07%$67.67 - $76.05
($72.94)
$ 74.642%Add 20.36%125,024
MYRG MYR Group Inc 2018-06-30 Add0.06%$30 - $40.43
($35.3)
$ 34.80-1%Add 14.88%283,548
TDW Tidewater Inc 2018-06-30 Add0.04%$27.46 - $35.09
($31.33)
$ 30.23-4%Add 1.17%2,259,154
AHL Aspen Insurance Holdings Ltd 2018-06-30 Add0.03%$40.7 - $45.35
($43.13)
$ 36.50-15%Add 3.68%408,472
RESI Front Yard Residential Corp 2018-06-30 Buy 0.03%$9.59 - $11.45
($10.38)
$ 12.9925%New holding65,000
CSGS CSG Systems International Inc 2018-06-30 Add0.02%$38.99 - $46.67
($42.49)
$ 37.93-11%Add 7.96%130,543
GRBK Green Brick Partners Inc 2018-06-30 Buy 0.02%$9.2 - $12.3
($10.94)
$ 10.30-6%New holding50,000
JCAP Jernigan Capital Inc 2018-06-30 Buy 0.02%$17.63 - $20.28
($18.91)
$ 18.920%New holding25,000
SEB Seaboard Corp 2018-06-30 Add0.02%$3750 - $4264.09
($4032.91)
$ 3679.99-9%Add 9.78%1,415
AKR Acadia Realty Trust 2018-06-30 Add0.01%$22.52 - $28.39
($25.12)
$ 28.2713%Add 0.34%1,828,506
Premium Real Time Picks are included for Premium Members only!!
*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.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

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)
WY5,042,034183,833
FCE.A7,186,748163,930
BAM4,019,577162,954
LEN2,627,183137,928
FPH8,676,52697,611
RYN2,367,79891,611
MAC1,580,77489,836
HCC2,515,76769,360
TDW2,259,15465,358
PNC.WS896,25061,770
» More Current Portfolio

Third Avenue Management's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 31.1% 31.1%
Financial Services 25.2% 25.2%
Basic Materials 17.7% 17.7%
Consumer Cyclical 13.1% 13.1%
Technology 7.2% 7.2%
Industrials 3.2% 3.2%
Energy 1.2% 1.2%
Communication Services 0.3% 0.3%
Consumer Defensive 0.3% 0.3%
Healthcare 0.2% 0.2%
Utilities 0% 0%
» More Sector Weightings

Third Avenue Management's News:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}